Tom Tunguz

FEBRUARY 26, 2025

This creates anxiety in the purchasing process that doesn’t exist with more predictable seat-based models. Longer sales cycles : Recent data shows usage-based pricing models experienced 29% longer sales cycles in 2023 compared to 21% for seat-based companies.

SaaS Payments 279

SaaS Payments Pricing Strategy Scale 279

SaaStr

JUNE 22, 2025

Learning #1: The Growth Reality Check – We’re Back to Pre-March 2020 Levels of Growth For Most (And That’s Actually OK) The brutal truth : Overall median growth dropped from 30% in 2023 to 25% in 2024. Yes, you read that right – a 5 percentage point decline year-over-year.

B2B 219

B2B Data Scale Startup 219

SaaStr

JUNE 22, 2025

Navan’s move could signal the opening of long-awaited floodgates for B2B software companies that have been waiting on the sidelines since the market downturn of 2022-2023. Chime’s strong debut particularly signals renewed appetite for profitable fintech companies with sustainable business models.

B2B 189

B2B Payments SaaS Payments Payment Services 189

SaaStr

MARCH 18, 2025

What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024. If 2023 was the “year of the demo,” 2024 should be the “year of production” – but most companies are still struggling to deploy AI successfully. This creates both challenges and opportunities for founders.

Technical Review 189

Technical Review Artificial Intelligence AI Marketplace as a Service 189

USIO

JUNE 19, 2025

Revenue Models: How It All Works There are several ways SaaS platforms can earn from payments: Flat Revenue Share The payment provider gives you a fixed cut (e.g., Final Thoughts Adding embedded payments to your SaaS platform isn’t just about convenience—it’s about creating a new business model.

Payments 130

Payments SaaS Payments Payment Services Payment Solutions 130

SaaStr

JUNE 23, 2025

Claude, GPT-4, and the foundation model explosion happened through 2023. The CEO who delegated AI strategy to someone who “really gets AI” discovered too late that AI strategy is business strategy. They’re the ones building AI-native cultures, AI-first product experiences, and AI-enabled business models.

AI Search 175

AI Search AI Technical Review CTO Hire 175

Stax

JUNE 18, 2025

in 2023 with a projected CAGR of 9.6% For example, small businesses in healthcare, food service, financial services, or construction often struggle to keep up with changing regulations, distinctive business models, and complex sales processes. Q: Why is Vertical SaaS considered a profitable business model?

Merchant Services 167

Merchant Services SaaS Payments Payment Services Payments 167

SaaStr

JUNE 25, 2025

Timing Matters : The company’s core business model benefits from assets under management, and “the S&P 500 is up nearly 50% in the last three years” providing favorable conditions. 57x revenue growth with only 3x headcount growth). That’s over $1m in revenue per employee.

Scale 238

Scale Headcount Business Model Acquisition 238

Stax

MARCH 18, 2025

On top of that, 69% of Americans online in 2023 said they used digital payment methods to make a purchase. As a business owner, you just cant afford to ignore these statistics. Youll be locking out a significant customer segment with high purchasing power to propel your business forward. billion transactions and $9.76

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

Sales Hacker

MAY 13, 2025

We’ve created a ton of really interesting businesses and business models, and now we’re gonna have to replicate it all and we have to rebuild that entire digital presence now for machines because they don’t wanna consume it the same way. Amazing, awesome. And what we saw was just a lot of.

AI Search 74

AI Search AI ChatGPT Software Review 74

SaaStr

FEBRUARY 9, 2025

The Speakers Andrew Bialecki is the co-founder and CEO of Klaviyo, a marketing and customer data platform that has revolutionized how e-commerce businesses connect with their customers. Under his leadership, Klaviyo has grown to nearly $1B in ARR and successfully went public in September 2023.

Sales Hiring 240

Sales Hiring Marketing Scale B2C 240

User Pilot

FEBRUARY 24, 2025

She will optimize business models for profitability and operational efficiency. Product Adviser (Consultant) Stealth (20232024): Launched two financial products (business collateral loans and debt analytics), securing 300M in sales. How can Lerzan benefit your company? Contact details LinkedIn profile Artem Pak Artem Pak.

Technical Advisors 52

Technical Advisors Data Management Scale 52

SaaStr

SEPTEMBER 20, 2023

While 2022 was a gloomy year, the skies are parting in 2023. A lot of the uncertainty of 2022 stemmed from changing macro conditions, and now 2023 is seeing more stabilization. In 2021, the average multiple was 34x, decreasing to 30x in 2022, and 26x in 2023.

Cloud 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

JULY 18, 2023

SaaStr Annual 2023 is Sep 6-8 in the SF Bay Area! Monday.com co-CEO Eran Zinman and Jason Lemkin do a deep dive on how Monday’s business model really works. A deep dive with the best of the best here on what has changed, and what playbook to run in 2023/ 2024. #7. So we’re getting closer!!

Scale 246

Scale AI Scaling Business Model 246

SaaStr

JUNE 17, 2023

In this post, we’ll share the learnings from SaaStr CEO and Founder Jason Lemkin’s frontline analysis of the current state of the market in 2023, and distill down into why we’re now in the era of efficient growth in SaaS. Innovation is often born out of necessity – this couldn’t be truer than in 2023.

Venture Capital 272

Venture Capital Scale Technical Review Software Review 272

SaaStr

MAY 19, 2023

In an AMA at SaaStr APAC 2023, Black Mangroves Founder and Managing Director Arnaud Bonzom, and SaaStr Founder and CEO, Jason Lemkin answered some of the bigger questions about venture investing in 2023. Then things plummeted in November of 2022, and now things are leveling out in 2023. Get to know their business model.

Venture Capital 246

Venture Capital Management Business Model Trends 246

SaaStr

JULY 27, 2023

Founders of 2023 ask themselves, “What does it take to raise money right now in this uncertain market environment?” 2023 is a bit more cautious and awkward. You can see how the market builds up until Q4 of 2021 with almost $63B of cash raised, and then fell to around $43B raised in Q1 of 2022 and $10B in Q1 of 2023. The reason?

AI 243

AI Trends Banking Benchmarks 243

Tom Tunguz

JANUARY 22, 2023

Year-to-date in 2023, the figure is 1.6x, just 60% more. In the last three years, B2C startups’ ratio of layoffs have dwarfed B2B layoffs. In 2020, B2C companies cut 8.8x the number of B2B employees. in 2021, & 6.9x Reduction magnitudes don’t differ by buyer type.

B2C 319

B2C B2B Headcount Innovation 319

FastSpring

NOVEMBER 2, 2023

They also complement several other subscription focused capabilities we have released over 2023. Trial With/Without Payment Method Configure trials in the way that best suits your business and customers, directly within the FastSpring app. Interested? Here’s our documentation. Sign up for a demo here.

Payment Features 167

Payment Features Subscription Payment Methods Payment Solutions 167

SaaStr

AUGUST 10, 2022

Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! It fuels Atlassian’s confidence in predicting a strong 2023 and 2024 as well. #3. This is the secret sauce to Atlassian’s business model. No slow down from Atlassian. #2. Call it a lot of things.

Scale 283

Scale Headcount Cloud Forecasting 283

SaaStr

FEBRUARY 20, 2023

Underrated: How great of a business model SaaS is. — Jason Be Kind Lemkin  (@jasonlk) February 20, 2023 So in the Boom Times of late 2020 though early 2022, all we talked about was Unicorns. You can literally do almost nothing but make your customers happy and usually you will still grow.

Acquisition 341

Acquisition Startup Business Model SaaS 341

SaaStr

JULY 5, 2023

2022 Saw a Slowdown in Usage Growth, But 2023 Saw a Potential Bounce Back. The start of 2023 (FY ‘4) may have seen a partial bounce back, however. And here you can see the magic in Mongo’s business model. And it wasn’t “profitable” until 2023. Let’s dig in: #1. Revenue growth.

Scale 242

Scale cloud efficiency Cloud Business Model 242

SaaStr

OCTOBER 11, 2023

▶️ Radically more efficient, $600m+ adj operating income run-rate ▶️ 29% of biz from enterprise (Plus) — Jason ✨Be Kind✨ Lemkin  (@jasonlk) October 10, 2023 5 Interesting Learnings: #1. From a business model perspective, Shopify has in essence been a fintech and merchant product first and a SaaS product second for quite some time.

Payments 293

Payments Merchant Services Revenue Payment Solutions 293

SaaStr

APRIL 19, 2024

You Need A Business Model with Economies of Scale As you’re trying to reverse engineer whether your business model makes sense, you have to look at your business model. Certain business models have economies of scale, and some don’t. So, what does it take to get to a $100M outcome?

Engineering 300

Engineering Business Model Pricing Scaling 300

Clouded Judgement

JULY 16, 2024

.” Market Opportunity From the S-1: “We believe that transforming the Office of the CFO into a key driver of strategy and execution is critical for many organizations operating in today’s highly complex and constantly changing business environment. months and 23.4 months, respectively.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

SaaStr

DECEMBER 28, 2023

My most recent was a $4M seed round in Class Companion, announced in October 2023. Many founders hit the brakes on growth to pivot towards profitability when in reality, the right combination is aiming for durable growth with a profitable business model. What’s your most recent disclosed investment? Why did you do the deal?

Technical Review 279

Technical Review Software Review Payment Solutions Venture Capital 279

FastSpring

OCTOBER 25, 2023

If freemium is a big part of your business model, a strong holiday sale might be the lever to finally convert users who love the features they have access to, but who know they could really use a lot more of them. The post Cyber Weekend Benchmarking Data: 2023 SaaS and Software Holiday Spend Report appeared first on FastSpring.

SaaS Payments 158

SaaS Payments Payment Solutions Software Review Payment Methods 158

Sales Hacker

OCTOBER 19, 2022

Read on, take notes, and avoid these roadblocks as you get 2023 comp planning underway. Liz Christo , Partner at Stage 2 Capital , said, “Sales leaders need to start with the core business model. resource invites Sales, RevOps, and Finance leaders to discover, compare, customize, and share compensation models.

Compensation 124

Compensation Sales Recruiting Sales Finance 124

SaaStr

JULY 24, 2023

Instead of looking at those who are struggling, let’s take a look at the epic growth story of MongoDB, a company crushing it in 2023. 1 — 2022 Saw A Slowdown In Usage Growth, But 2023 Saw A Potential Bounce Back. Here you can see the magic in MongoDB’s business model. MongoDB is one of those that has never stopped.

Revenue 245

Revenue Scale Sales Hiring Cloud 245

SaaStr

JANUARY 4, 2024

Typically, these companies range from seed stage to Series B, though most of my investments in 2023 were Series A investments. Our check sizes range from the low single-digit millions up to around $20M, depending on the stage of the company, market and the capital needs of the business. What’s an “exit” you’re particularly proud of?

Management 273

Management CTO Hire New CTO CTO 273

SaaStr

MAY 4, 2022

Market trends: why is it easier than ever to build an online business? Despite all these growing pains, it’s still never been a better time for online businesses. You can now outsource most of your business needs, from e-commerce (like Shopify) to website building (like Wix). Rise of subscription-based business models.

Payment Features 259

Payment Features Payment Services Outsourcing Services Payment Solutions 259

SaaStr

JANUARY 27, 2024

What’s the Business Model Behind Automattic and WordPress? A year later, they created Automattic as a commercial services business around WordPress. Now, Woo is an open-source style Shopify and their largest business. Then, in 2023, they moved into messaging. Matt co-founded WordPress when he was 19.

Underperforming Technical Team 331

Underperforming Technical Team Social Media Government Payment Features 331

User Pilot

JULY 27, 2023

TL;DR SaaS, or “Software as a Service,” is a business model that delivers centrally hosted software to subscribers over the internet. What is a SaaS business model? SaaS, or “Software as a Service,” is a business model that delivers centrally hosted software to subscribers over the internet.

Sales Hiring 98

Sales Hiring SaaS Payments Sales Recruiting CTO Hire 98

Panintelligence

NOVEMBER 28, 2023

Las Vegas, NV – November 27, 2023 – Panintelligence is excited to announce it is a finalist of a 2023 Geo and Global AWS Partner Award, recognizing leaders around the globe playing a key role helping customers drive innovation and build solutions on Amazon Web Services (AWS).

AWS 64

AWS Innovation Business Model Metrics 64

Sales Hacker

SEPTEMBER 18, 2024

The TL;DR: Sales role hiring is rebounding in 2024 after a difficult 2023. There’s a clear dip in Q1 2023 with substantial negative net departures. This dip continues through the year, though there’s a gradual recovery from mid-2023 onward. Now, there has been a general resurgence of hiring in 2024 after a difficult 2023.

Sales Hiring 122

Sales Hiring Scale Sales AI Search 122

Payrix

SEPTEMBER 25, 2024

In 2023, the Embedded Finance market was valued at $73 billion and projected to grow to $523 billion by 2032, growing at a compound annual rate of 24%, according to a recent report. It’s still early days for Embedded Finance, but the preliminary statistics coming out of this space are rather significant.

Payments 130

Payments Payment Solutions Embedded Payments Trends 130

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145