Tom Tunguz

JUNE 20, 2022

marked the upside case for most VC software and infrastructure investment memos. 2022 Return Multiple by Round. The silver lining: the median public software company in 2022 is three times as valuable as in 2015, which suggests valuations should settle higher than that era. From 2007 to 2016, $1.5b 2015 Return Multiple by Round.

Startup 217

Startup Software Investment SaaS 217

SaaStr

NOVEMBER 30, 2022

Dear SaaStr: What Percentage of Total Incoming Deals Do VCs Invest In? — Ann Bordetsky (@annbordetsky) November 7, 2022. A seed stage fund meeting a Series B investment opportunity is a waste of time. — Sarah Cone (@sarah_cone) November 7, 2022. Right here, right now? Deals seen per month?

Investment 205

Investment Venture Capital Leadership 205

Tom Tunguz

DECEMBER 28, 2021

Here are my predictions for 2022: Web3 consumer products go fully mainstream with more than 35% of Americans, about 100m people, engaging with them by 2023. VCs invested $10b per year. Every year I make a list of predictions and score last year’s predictions. Metamask counts 10m MAU and Phantom is at 1.5m MAU growing quickly.

Scale 253

Scale Blockchain Banking Machine Learning 253

Sales Hacker

FEBRUARY 17, 2022

As we begin 2022, B2B buyers are more digitally inclined than ever. What sales investments should you focus on in 2022? To help companies prioritize, here are three areas in which to add strength in 2022 and three where it makes sense to hold steady. Where’s the best place to begin? Sales engagement. Remote engagement.

Scale 89

Scale Investment Sales Forecasting 89

SaaStr

DECEMBER 5, 2023

A fun watch here: Summary from Pavillion: Let’s dive into this episode’s key topics… The AI Bubble Watch here In 2020 and 2021, we saw tech companies raising a lot of capital, and beginning in 2022, we saw a decline in performance leading everyone to believe that these organizations have been overvalued.

Investment 146

Investment Scale Sales Hiring Marketing 146

ChurnZero

NOVEMBER 11, 2022

Download your full copy of the 2022 Customer Success Leadership Study here. Our expert panel offers their take on the trends, challenges and opportunities revealed in the 2022 Customer Success Leadership Study. . of respondents said their Customer Success teams are growing in 2022. report to the CEO, 17.1% However, 76.5%

Leadership 98

Leadership Trends Customer Success Investment 98

SaaStr

APRIL 22, 2022

Seed funding seems to be all over the place, with many seed investors investing the same as before. But later stage investing has clearly changed. The post Are You Fundable in 2022? The change is still being figured out. YC demo day will still as hot as ever. If nothing else, every round > $10m has changed.

Venture Capital 248

Venture Capital Cloud Investment Startup 248

SaaStr

FEBRUARY 28, 2022

2022 — the year we’re now in the New Normal. Invest (more) in training and onboarding. Invest heavily in training your reps. Invest in optimizing lead routing, scoring and managemen t. The post 15 Ways to Help Your Sales Team in 2022 appeared first on SaaStr. Do the opposite. Have sane quotas.

Scale 237

Scale Sales Hiring Sales Enterprise 237

Andreessen Horowitz

SEPTEMBER 14, 2023

While investing in fixed income may have received less focus over the past decade (with historically low interest rates), times have changed, and higher rates (and inflation) are putting the opportunity cost of not investing idle cash into sharp relief. By the end of 2022, this number was 45%.

Investment 87

Investment Construction Finance Government 87

Andreessen Horowitz

OCTOBER 24, 2022

” we’re taking a deeper look at … The post LATW 2022: Investing in Los Angeles appeared first on Andreessen Horowitz. Michelle Kung: Hi, I’m Michelle Kung, an editor at a16z. And in our new podcast series, “Time to Build L.A.,”

Investment 58

Investment 58

SaaStr

JULY 28, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. We are passionate about helping businesses and communities thrive by advancing the way the world pays, banks and invests, serving more than 20,000 clients and more than one million merchant locations in over 130 countries.

Travel 213

Travel Finance Banking Development 213

Tom Tunguz

MAY 4, 2022

I wrote down five data points that struck me: Q1 2022 was the most active quarter ever in Angellist history, and likely venture history. 100m post is consistent with what I’ve seen in the market for the most sought-after investments. Web3 is a term that will disappear like web2 and mobile investing before it.

Data 216

Data Healthcare Marketing Construction 216

SaaStr

AUGUST 5, 2022

Dear SaaStr: Should I Tell VCs How Much I Want Them to Invest? Don’t ask an investor for more money than they will invest, if you’d take less. A related post here : And a great deep-dive AMA from yesterday on getting funded in 2022 here, where we talk about this question and so much more: (note: an updated SaaStr Classic answer).

Investment 199

Investment Scale Scaling Sales 199

Intercom, Inc.

DECEMBER 28, 2022

We’ve made it to the end of 2022 – 12 months in which everything changed for the tech industry. In this post, the Intercom Content Team picks our highlights from a busy 2022 – we published over 150 pieces of content, including guides about customer support and customer retention. Well that was quite the year.

Technical Review 118

Technical Review Scale ChatGPT Innovation 118

SaaStr

AUGUST 29, 2022

We’re 15 days away from SaaStr Annual 2022, and we are excited to feature hundreds of speakers, sharing their knowledge and experience with you! Scaling Revenue in 2022: What’s the Same and What’s Different? The post 15 Most Popular SaaStr Annual 2022 Sessions (So Far!). GET 20% OFF! See You Sep 13-15!!

Scale 225

Scale Sales Hiring Marketplace as a Service B2B 225

Andreessen Horowitz

SEPTEMBER 11, 2023

In 2022, anime games accounted for 20% of total mobile game spend at $17B , not inclusive of PC/console spend. Anime as a media category has exploded in reach and cultural influence around the world. 69% of Gen Z watch anime and half of Netflix’s 222M subscribers watched anime in 2021, with total anime watch time growing 20% annually.

Investment 135

Investment Generative AI AI Mobile 135

Intercom, Inc.

FEBRUARY 1, 2022

The customer expectation gap has been widely reported on in the years since the pandemic, but our latest Intercom Customer Support Trends Report for 2022 shows that that gap has expanded further than ever. of support teams in 2022. . Value and invest in your team like you would customers. Treating humans like humans.

Customer Support 118

Customer Support Scale Trends Investment 118

SaaStr

JANUARY 11, 2023

SaaS Founder and CEO Jason Lemkin and Atrium Founder and CRO Pete Kazanjy sit down to discuss the state of investing in 2023 and what founders should keep in mind for the year ahead. . Since 2016, he prefers to make about three or four investments per year, usually within the $1 – $4 million range. . The Backstory.

Venture Capital 168

Venture Capital Investment Sales Hiring Entrepreneurship 168

Kellblog

DECEMBER 27, 2021

Before diving in, let me remind readers that I do these predictions in the spirit of fun, they are not business or investment advice, and that all of my usual disclaimers and terms apply. Kellblog Predictions for 2022. Well, here we go with our predictions for 2022. It’s exciting to watch. But back to our prediction.

Blockchain 143

Blockchain Technical Review Venture Capital Sales Hiring 143

SaaStr

DECEMBER 13, 2022

billion in May 2022 to just $527 million in September 2022. For Series C deals, median pre-money valuations dropped from $502 million in June 2022 to $130 million in September 2022. The median pre-money valuation for Series B deals dropped from $164 million in June 2022 to $90 million in September 2022; and.

Education 272

Education Startup Pricing Investment 272

Andreessen Horowitz

MARCH 15, 2022

In 2022, 21% of sales are expected to be online, up 17.9% The ecommerce … The post Investing in Rutter appeared first on Andreessen Horowitz. The ecommerce market is on fire, and the growth of online commerce and ecommerce merchants is staggering. in just 2 years. And it’s still early days. .

Investment 82

Investment Sales Marketing Enterprise 82

SaaStr

JANUARY 25, 2024

In 2022, we were in free fall, with public market caps falling like a knife, and the IPO markets frozen. Personally, I’ve got several investments for example that I marked down. VCs Have Run out of Reserves VCs used what extra “reserve” capital they had for bridge rounds in 2022 and 2023. Now it’s gone.

Venture Capital 219

Venture Capital AI Investment Startup 219

SaaStr

NOVEMBER 16, 2022

At the end of Day 3 of SaaStr Annual 2022, Jason opened up the mic for an AMA. And then I just kept investing in companies that did some of this because I was passionate about it. I invested in Talkdesk, which is worth 10 billion now, to do phone contact center. I invested a small amount in Front, which is 1.7B.

Sales Hiring 204

Sales Hiring VP of Engineering Payment Methods Scale 204

Kellblog

OCTOBER 30, 2022

Forecast 2022 ARR growth of 36%, so they’re planning to accelerate. If there’s one area where you really need to look at metrics as a function of growth rate, it’s customer acquistion cost and, by extension S&M spend, on the theory that in enterprise SaaS you need to invest up front to grow.

Metrics 136

Metrics SaaS Benchmarks Churn 136

Point Nine Land

JULY 29, 2022

Given the drastic change in the funding environment that started in February, creating the 2022 version of the napkin was particularly interesting. Our notes in these sections are based on survey answers from the last years, our own experience, feedback from other investors, and the answers to the “What’s become more important in 2022?”

SaaS 98

SaaS Investment Finance Data 98

SaaStr

OCTOBER 5, 2022

The trick is to invest only when you have enough payoff from the first segment or industry. Invest in a repeatable playbook. The post Key Strategies for Scaling Revenue in 2022 with Confluent President of Field Operations Erica Schultz (Pod + Video) appeared first on SaaStr.

VP of Engineering 181

VP of Engineering Scale Scaling Sales Hiring 181

Clouded Judgement

DECEMBER 29, 2023

If we rewind the clock back a few years and look at the year end top 10 for 2020, 2021, 2022 and now 2023, there are 4 companies that find themselves on every year end list: Snowflake, Cloudflare, Datadog, and Zscaler. and 99.2%, respectively) And below you can see who ended up in the top 10 at the end of 2022 and 2021.

Cloud 189

Cloud Software Review Subscription Payment Features 189

SaaSOptics

MARCH 16, 2022

2022 B2B SaaS Trends [Webinar Recap]. That’s why we sat down with SaaSOptics and Chargify executives Caitlin O’Neil, CFO , and Matt Downs, CRO , to weigh in on the biggest trends of 2022. However, 64% of these participants considered expansion into new pricing models in 2022. Trends in Billing and Pricing .

Trends 98

Trends B2B Scale Payment Features 98

ChurnZero

MAY 17, 2022

WASHINGTON , May 17, 2022 — ChurnZero , a leading Customer Success platform, has earned multiple accolades from business and SaaS industry groups for its product innovation and industry leadership. The company plans on doubling its headcount in 2022. entrepreneurs who lead high-growth companies and think big to succeed.

Marketplace as a Service 98

Marketplace as a Service Technical Review Headcount Software Review 98

OpenView Labs

JANUARY 13, 2022

This year we look back at 2021 and forward to 2022, measuring how our past predictions have stood up to another tumultuous year and laying out what you can expect in 2022. Science, conscious consumers, and next-gen founders will drive ESG’ innovation in 2022. Join Steven’s research, take a short survey Growth Strategies in 2022.

Pricing 82

Pricing Payment Services SaaS Payments Payment Solutions 82

Tom Tunguz

DECEMBER 31, 2023

US VC investment falls from $275b in 2022 to $200b in 2023 & sustains at about $200-220b in 2024 as LP interest in venture attenuates after the euphoria in 2020 & 2021. The hangover from web3’s raucous 2022 extends into 2023. The fundraising market thaws, but at materially lower prices than the first half of 2022.

AI Search 208

AI Search AI Scale Headcount 208

SaaStr

JANUARY 4, 2024

In 2022, revenue growth held up for many leaders, but share prices and multiples cratered. Now yes, these jumps in stock prices in many cases are following big drops in 2022, and in many cases, the gains in efficiency came in part from layoffs. So 2023 was a weird year. 2021 was nuts, with crazy growth and crazy multiples.

Startup 174

Startup SaaS AI Pricing 174

Intercom, Inc.

MARCH 28, 2022

According to the International Data Corporation (IDC) , 65% of global GDP will be digitalized by 2022, and investment in digital transformation (DX) continues to grow. Invest in creating an integrated tech stack that allows you to seamlessly engage your customers at every stage of their digital journey.

Scale 228

Scale Engagement Technical Review Business 228

SaaStr

JANUARY 14, 2022

1/ From "Limited Partners", the ones that give VCs $ to invest. — Jason BeKind Lemkin 2⃣0⃣2⃣2⃣ (@jasonlk) January 14, 2022. Very well for top Limited Partners (“LPs”), the folks that invest in VC funds, and give them the capital to invest in startups.

Venture Capital 288

Venture Capital Benchmarks Investment Startup 288

IT World

APRIL 19, 2023

The European Council and the European Parliament has reached an agreement on a deal that will invest $3.6 billion in private investment — to build out the continent’s semiconductor manufacturing capabilities. billion in EU funds — with the aim of attracting a further $43.7 Europe, like the U.S., Europe, like the U.S.,

Investment 72

Investment Government Marketing 72

SaaStr

JANUARY 9, 2023

2022 was sort of a tale of 2 worlds. At the start of 2022, things were still part of the Boom Times of 2021. Everyone now has a thesis for investing in 2023. I’d roughly summarize as follows: Successful seed investors are planning to invest as usual, just looking for lower valuations. By late Q1, it was over.

Investment 257

Investment Scaling SaaS Marketing 257