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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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30+ Incredible New Speakers for 2021 SaaStr Annual

SaaStr

Tolithia Kornweibel, Chief Revenue Officer @Gusto. Suzanne Xie, Head of Invoicing @ Stripe. Grab 30% off the best passes here: The post 30+ Incredible New Speakers for 2021 SaaStr Annual appeared first on SaaStr. Take a look at our latest speaker additions here: Martin Mickos, CEO, HackerOne, Inc. Zach Kitschke, CMO, Canva.

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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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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? ARR now really means revenue with 100%+ Net Revenue Retention. 50% revenue from software (recurring), 50% from payments (not-recurring).

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The Ultimate Gartner Report to Driving Growth & Recurring Revenue

In 2023, companies are looking to improve their revenue and drive sustainable growth by scaling their subscription offerings, to increase the rate of growth and resilience by moving from one-time sales to recurring revenue. GARTNER is a registered trademark and service mark of Gartner, Inc. All rights reserved.

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5 Interesting Learnings from Square, er Block, at $16B in Net Revenue

SaaStr

The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. Square is still a high-margin software company at its core with a large but low-margin payments business on top. Going global is tougher in payments and fintech. So is Square a SaaS company? It’s core.

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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. But they are ar $780,000,000+ in ARR, with an 86 NPS and strong revenue growth at 29% overall and 49% in subscriptions (yes, it’s confusing).

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