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Clouded Judgement 2.29.24 - Shades of 2021

Clouded Judgement

Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021. ” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for.

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5 Interesting Learnings from Rubrik at $784,000,000 in ARR

SaaStr

So it’s been a long IPO drought since HashiCorp was the last IPO of the Boom Times in December 2021. But now a second SaaS security leader has filed to IPO, Rubrik. They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. 500m+ ARR, with ~50% growth?

Scale 268
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6 B2B Payment Processing Tools for 2021

Baremetrics

But with so many payment processing tools on the market, which one should you choose? Here's a list of six payment processing platforms for 2021. Baremetrics provides you with valuable insights that power your business, such as retention rate , recurring revenue , churn rate, and other metrics. Table of Contents.

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How Invoiced is Combining Usage and Revenue Data to Plan Their Product Roadmap

Chart Mogul

We recently announced a new partnership and integration with Invoiced. The integration was created by the Invoiced team because they wanted to find a way to integrate their billing data with ChartMogul. What is Invoiced? At the same time, the product also allows them to provide a modern payment experience to their customers.

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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

The big cash piles raised in 2021 are starting to get smaller, and we dug in on how investors and founders should be thinking about the world. If we rewind the clock back to 2021, the venture funding market went crazy. This all shifted in 2021. Many companies raised rounds in 2021 who thought they had product market fit.

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7 ProfitWell Alternatives for Smarter SaaS Insights in 2021

Baremetrics

ProfitWell is a cloud-based app that generates real-time financial and subscription metrics for data-driven SaaS enterprises. The recurring revenue growth platform provides users with valuable insights into subscription funnels and one-click analytics for Stripe. But ProfitWell does not benefit all SaaS companies.

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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

— Jon Ma (@jonbma) March 27, 2021. UiPath grew from 6,009 customers last year to 7,968 at January 2021, or 33% growth. But since the effective NRR is still 145%, ARR-style metrics still work. Even if a lot of the revenue isn’t truly recurring SaaS revenue. — Jason BeKind Lemkin (@jasonlk) March 29, 2021.