Remove 2021 Remove SaaS Payments Remove Scale
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The Early Days: How Deel Went From $1m to $100m ARR in Just 20 Months

SaaStr

She starts with the nightmare of those early scaling days. I dream about clients telling me, ‘Hey, I did not receive my payment today. ” she recalls from the dark days of scaling without infrastructure. ” The Discovery : Companies didn’t just need payments—they needed payments plus compliance.

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AI is On Fire. But Will There Be Enough Decacorn Exits?

SaaStr

What Separates Future Decacorns The companies that will break through the $10 billion barrier share specific characteristics that go far beyond traditional SaaS metrics: Scale Requirement s True decacorn candidates operate with 500-2000+ employees and demonstrate the ability to scale operations across multiple geographies and market segments.

AI Search 261
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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

Payments 184
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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.

B2B 187
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Olo vs Toast: $2B vs $25B – The Strategic Tale of Two Tech Giants

SaaStr

That’s lead to a $25B market cap today. Olo’s “fewer but bigger” customers represent a smaller percentage of the total addressable market but generated superior unit economics – until Toast’s scale advantages kicked in. larger revenue base by 2025. When are smaller customers “better”? 10x larger.

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Catch Up on the Top Sessions from SaaStr Money 2021!!

SaaStr

That’s a wrap on SaaStr Money 2021 ! Emerging Insurance Disruptors: Are they Really SaaS? The financial services industry – banking, lending, insurance – has long benefited from deep competitive moats that limited competition and stifled innovation. Ashley Grech, Global Head of Sales @ Square. with Notion Capital.

Payments 274
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5 Interesting Learnings from Expensify at $140,000,000 in ARR

SaaStr

— Jason BeKind Lemkin (@jasonlk) October 18, 2021. It was born in the age of mobile, and from the moment it launched, everyone I knew started to use it to track their own expenses. $1M in ARR per employee could be a new efficiency record at IPO for SaaS. Sometimes, the self-serve / PLG engine stalls out at a certain scale.

Scale 326