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SaaS Is Back, But Different: Insight Partners Raises $12.5 Billion To Invest in More B2B Companies

SaaStr

But that was down from the original target of $20 Billion, the size of their 2022 fund (raised at the peak in 2021). Theyre still in, just not at the level of 2022. Billion To Invest in More B2B Companies appeared first on SaaStr. Some LPs re-upped (good) but at lower levels (stress). That leads to stress.

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Patterns Across 5 Years of YC Investing

Tom Tunguz

An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. Crypto/web3 remains around 5% of investments. The 2022 spike followed the Coinbase IPO in 2021.

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Why Early Valuations Might Surge in 2022

Tom Tunguz

Instead of late-stage opportunities, they’ll be focusing on early-stage venture in 2022. PitchBook surmises non-traditional VC (aka hot money) comprises 78% of venture dollars invested in 2021. The surge of hedge fund capital into Series C-E investing boosted median pre-money valuations 150% in 2021. But by how much?

Finance 363
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Top 10 Interesting Learnings From Figma’s IPO Docs … That You May Have Missed

SaaStr

The 2021 and 2022 cohorts maintain 31% and 22% CAGRs respectively, showing sustainable expansion patterns across multiple vintage years. The 2020 cohort achieved a 46% compound annual growth rate from initial purchase through March 2025—meaning customers don’t just stick around, they consistently expand their usage year after year.

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The Future of Product Management

Speaker: Carlos Gonzalez de Villaumbrosia, Founder and CEO of The Product School

Why your organization should continuously invest in product training. Top trends to look out for in 2022 and beyond. March 23, 2022 at 11:00 am PDT, 2:00 pm EDT, 6:00 pm BST. How these trends are influencing the future of Product Management. This is an exclusive session that you won't want to miss!

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

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Redpoint: 31% of All VC Money Last Year Went Into Just 20 Deals

SaaStr

From 2020-2022, the top 20 deals were just 6%-8% of all VC capital. Massive investments, at massive valuations, into the biggest leaders of AI. In 2024, 31% of all VC capital went into just 20 deals. Now there’s a lot going on here and part of the rush in 2024 and 2025 is that more capital is coming into VC again.

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Product Market Fit: A Lesson from Sephora’s Head of Product

Speaker: Sneha Narahalli - VP, Head of Product at Sephora

At least 3,000 start-ups receive seed investment each year. October 25th, 2022 at 12:30 pm PT, 3:30 pm ET, 8:30 pm BST. Only 20% of these companies attain product market fit, despite years of excruciating effort by founders, early employees, and investors. The first and most important step in product development is finding PMF.