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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. They’re growing 2-3x faster than traditional horizontal SaaS. Many are doing pretty, pretty, well. At Least Right Now.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

In 2006, BILL CEO and Founder René Lacerte set out to define a category around financial operations for small and midsize businesses (SMBs). Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Needless to say, he succeeded.

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M&A Is Back! Melio’s $2.5B Exit to Xero — In Just 7 Years!

SaaStr

to dominate US SMB payments. Key Metrics at a Glance Exit Valuation : $2.5B (down from $4B peak in 2021) Revenue Multiple : 13.4x Key Metrics at a Glance Exit Valuation : $2.5B (down from $4B peak in 2021) Revenue Multiple : 13.4x Takeaway : Don’t just digitize a process—eliminate the friction entirely.

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The Early Days: How Deel Went From $1m to $100m ARR in Just 20 Months

SaaStr

I dream about clients telling me, ‘Hey, I did not receive my payment today. ” This brutal honesty has become Wang’s signature—and it’s exactly what propelled Deel from $1M to $100M ARR in just 20 months, making them (briefly) the fastest-growing SaaS company in history. .” What is going on?'”

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Adding Payments and Fintech to SaaS Can Be Great. But You Gotta Watch the Margins.

SaaStr

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. It seemed such an easy way to bolt on more revenue to an underlying SaaS platform. Shopify now gets 2x the revenue from payments and merchant services than it does from SaaS subcriptions.

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IPO Offerings Are Already Up 62.5% This Year. With Much More to Come. We’re Back

SaaStr

And for SaaS companies with strong fundamentals, the opportunity window is wide open. But a very different one from the 2021 wave: Deal volume is surging : 2025 has been a “green light” year for IPOs, with 52 new U.S. The data is clear: the IPO renaissance isn’t coming—it’s already here. Last valued at $12.5

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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

Every IPO other than Sailpoint is trading up, and we’ve got a jolt of momentum here for the first time since … well … 2021. Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. The IPO market has been … on fire in 2025. No “classic” B2B leader has IPO’d yet in this wave.

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