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

SaaStr

And more importantly, revenue and user growth that is accelerating at scale. million seed round led by SaaStr Fund , they were already live with 100 apps and had crossed $1 million in tracked revenue. A huge congrats to @RevenueCat to adding $50m at a big valuation increase to its Series C! By the time they raised their $1.5

Payments 279
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5 Interesting Learnings from Klaviyo at Almost $1 Billion in ARR

SaaStr

It was the only SaaS IPO on 2023. Just not as quickly as overall revenue growth. #4. A third of revenue is from outside the Americas. #5. So the latest SaaS leader to cross $1B ARR is Klaviyo. Klaviyo dominates marketing in the Shopify ecosystem and in ecommerce, and just keeps on scaling. The only one!

Scale 301
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Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past?

SaaStr

Revenues Multiples Are Down Even the best public SaaS companies are worth ~10x revenue today. In 2021, they were often worth 40x revenue. And it also makes it harder to meet the “ask” of a startup that might want a much higher revenue multiple. In tech at least, there are two big issues: #1.

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5 Interesting Learnings from Cloudflare at $1.7 Billion in ARR

SaaStr

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. Top-tier growth, cash-flow positive, and very durable revenue. Wall Street wants revenue that is durable. Wall Street wants revenue that is durable.

Scaling 273
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The Ultimate Gartner Report to Driving Growth & Recurring Revenue

In 2023, companies are looking to improve their revenue and drive sustainable growth by scaling their subscription offerings, to increase the rate of growth and resilience by moving from one-time sales to recurring revenue. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S.

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What’s Really Different in SaaS in 2023

SaaStr

The best of us kept growing , albeit with elevated churn through 2010: What Really Happened to SaaS in the ’08-’09 Recession And to those of us who have been doing SaaS a long time … 2023 just feels Like it Used to Be. Revenue multiples for public SaaS companies in 2023 IMHO are still too low.

SaaS 314
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The ChatGPT Moment: When 8 Years of Growth Happens in 8 Months

SaaStr

Claude’s Enterprise Rocket Ship : Anthropic’s Claude hit $3 billion in annualized revenue by May 2025 , jumping from nearly $1 billion in December 2024 – that’s 200% growth in 5 months. million monthly active users, with the majority of revenue coming from selling AI models as a service to other companies. The kicker?

ChatGPT 217
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Retail Reimagined: What It Means To Be An Innovative Retailer

Speaker: DeAnna McIntosh, Retail Growth Strategist

In 2023, we are navigating inflation and its impact on consumer spending, various lasting side effects from the pandemic, and a looming recession in the back half of the year. So how can we drive innovation and uncover new sources of revenue in this challenging retail environment?