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SaaS Is Back, But Different: Insight Partners Raises $12.5 Billion To Invest in More B2B Companies

SaaStr

But that was down from the original target of $20 Billion, the size of their 2022 fund (raised at the peak in 2021). But that liquidity mainly came from pre-2021 deals. But there have only been 4 B2B / SaaS IPOs since 2021, and M&A is way down. Billion To Invest in More B2B Companies appeared first on SaaStr.

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4 Truly Great SaaS IPOs Since 2021! But Not Always a Great Win for Their Late Stage Investors

SaaStr

It’s 2021 but all over again, and different But in SaaS overall, the growth playbook hasn’t totally worked out on the last 4 SaaS IPOs. But overall, the growth investments weren’t big wins. 2021 prices were certainly inflated in many cases from valuations today. It’s natural. In AI, it’s insane.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The Bottom Line From a $1.5M

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Patterns Across 5 Years of YC Investing

Tom Tunguz

An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. Crypto/web3 remains around 5% of investments. The 2022 spike followed the Coinbase IPO in 2021.

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5 Top Learnings from Legal SaaS Logikcull’s Almost $300,000,000 Sale to Private Equity

SaaStr

3 Came from the Investment Bank They Hired. In my experience, hiring an investment bank to help you in any acquisition > $100m or so is critical. In 2021, they moved to a PE mindset. They got several offers in 2021, then a pause in 2022, and the offers came back in 2023. It was a total reboot.

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Genesys Files to IPO. Will 2025 Be The Year Of The “It’s Just Time” IPO?

SaaStr

So it’s been a sloooow time in SaaS IPOs since the boom times ended in December 2021. There have been just 3 SaaS IPOs since December 2021: Klaviyo OneStream Rubrik And all were strong ones, at $500m+ ARR or so, growing ~50% or so. Others will have to accept much lower returns, at least for folks that invested in 2020-early 2022.

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We’re Back. Q1 Was a Record for Tech Acquisitions in Dollars. But Deal Count? It’s Doubled But Isn’t Close to 2021.

SaaStr

based start-ups just in 2021! And while the Wiz deal hasn’t closed yet, seeing a record M&A deal price fuels more VC investment. Now 37 is way up but it isn’t a record. Per Crunchbase, there were a stunning 211 (!) billion+ exits for U.S.-based So good times are back.