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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.

Cloud 311
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AMA: Hot Takes on SaaS Metrics with SaaStr Founder Jason Lemkin

SaaStr

Let’s jump right into this set of community questions focused on SaaS metrics, growth, and efficiency. What metrics should we expect in this environment? Sales is much harder than in 2021. 2021 made no sense in terms of budgeting. In 2021, many sales folks were marginally efficient. Let’s start with the meta. “I

Metrics 218
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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. They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. For me, Net New Customer Count has become the metric I obsess the most about at scale.

Scale 235
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KeyBanc: Only 41% of SaaS Companies Price By Seat Now

SaaStr

Only 41% of the SaaS companies in the survey use per-seat pricing. But it’s a good reminder that per seat pricing is great — when it’s what the customer wants. Take all these metrics a just a bit of a grain of salt, since the response pool is large, but not vast in each individual segment.

Pricing 223
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The Most Important SaaS Metrics In 2023 with monday.com CEOs and Co-Founders Eran Zinman and Roy Mann, and SaaStr Founder Jason Lemkin

SaaStr

Learn about the most important SaaS metrics for founders in 2023 with the CEOs of the most metric-oriented company, monday.com, and the founder of SaaStr. For a quick recap on SaaS metrics: What is ARR in SaaS? So now we must be smarter about the most important SaaS metrics because they matter again.

Metrics 203
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Pricing Strategies to Combat Stagflation

FastSpring

But what about pricing? When FastSpring’s Chief Product Officer Kurt Smith worked with growth-stage to Fortune 100 companies at Accel-KKR, he consistently saw pricing as one of the most essential growth levers they employed to meet their next revenue goal. Why You Shouldn’t Trust How Your Competitor’s Price.

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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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