SaaStr

OCTOBER 27, 2024

I’ve invested almost $200m as part of SaaStr Fund / 2024. Dear SaaStr: What Are Some of the Most Common Mistakes Entrepreneurs Make Pitching VCs? A few top mistakes founders make: #1. Not making cold email truly great. Don’t ask to pick someone’s brain, or coffee. Make the cold email so great, you’d want to invest based on just it alone.

CTO 316

CTO Investment Revenue Marketing 316

SaaStr

JANUARY 8, 2025

So the overall “project management” space has seen widely disparate impacts from the SaaS partial downturn of 2022-2024. The former often had a tough time from 2022 to 2024. Asana, strong in B2B2B and selling to tech, was perhaps hit hardest, with growth slowing to 10%. It’s been a tale of two worlds. The latter?

AI 301

AI B2B Scaling Trends 301

SaaStr

DECEMBER 19, 2024

Salesforce, Nov 2024: We're hiring 1,000 new sales execs to sell AI!

Sales Hiring 307

Sales Hiring AI Headcount Sales 307

SaaStr

JULY 4, 2025

Quick Stats: Founded: 2005 (20-year-old company) 2024 Revenue: $285M (up 25% YoY from $228M in 2023) Q1 2025 Revenue: $80.7M (up 21% YoY), $323M annualized run rate Profitability: $1.8M share, 65% premium) Why This Deal Matters for B2B and SaaS This isn’t just another PE rollup. But the pruning worked. revenue, with average at 6.0x

SaaS Payments 206

SaaS Payments Payments Payment Solutions Healthcare 206

SaaStr

JUNE 6, 2025

billion in Q1 2024. The market experienced a brief resurgence in Q2 2024 with 50% YoY growth, only to crash back down to negative territory by Q1 2025. The Numbers Don’t Lie: A Market Overall in Retreat The latest data from Jamin Ball’s Clouded Judgement analysis paints a sobering picture of the SaaS landscape.

Cloud 257

Cloud Software Marketing SaaS 257

SaaStr

OCTOBER 27, 2024

And Down Again in 2024. #4. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #5. The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin #2. 5 Pros, and 5 Cons, to Taking a VC Round at a Very High Valuation #3. Pitchbook: The Number of Active VCs is Down 62% From Its Peak.

AI 292

AI Cloud Startup SaaS 292

Payrix

DECEMBER 18, 2024

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. 4 key takeaways from Embedded Payments in 2024 Takeaway #1: Maturity in Embedded Payments One of the standout observations from 2024 was the growing maturity of software platforms entering the Embedded Payments space.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

MAY 20, 2025

Their blog, academy courses, and certification programs have made them a trusted authority with over 500,000 certifications awarded to professionals in 2024. Let’s look at where both companies stand today: HubSpot ARR : $2.7B Customer Base : ~258,000 customers across 135+ countries Revenue : $2.63

SMB 273

SMB Scale Education AI 273

SaaStr

DECEMBER 27, 2024

“It felt like we came out of the recession in Q3 of 2024,” Brian noted. So if you’re listening as a founder and you had a bad Q3 or Q4 2024 and it’s not looking good, it’s not the market.” Now it’s flashing back up.”

AI 284

AI Marketing SaaS Interviewing 284

SaaStr

DECEMBER 31, 2024

— Aaron Levie (@levie) December 31, 2024 What more can you do in 2025? The biggest opportunities will be in areas that specifically cant fully be solved by AI today, because theyll be dismissed by incumbents. What will AI truly bring to your app and competitors apps in 2025? How will you get ahead? How will you not be left behind?

AI 329

AI CTO Hire Sales Hiring CTO 329

Tom Tunguz

JULY 1, 2025

Here’s how the two companies stack up on key metrics for their most recent fiscal year: Metric (2024) Figma Adobe Revenue (YoY Growth) $749M (48%) $21.5B (11%) Gross Margin 88.3% For every dollar spent on sales & marketing in 2023, Figma generated a dollar of new gross profit in 2024. Non-GAAP Op Margin 17.0%

Compensation 186

Compensation AI Retention Business Model 186

SaaStr

OCTOBER 30, 2024

HubSpot launched CRM at $100m ARR — which in 2024, might be late. Went Multi-Product at $100m ARR An interesting update to a slide we’ve seen before, in terms of timing on going multi-product. ServiceHub came around $350m, and CMS Hub not until closer to $750m ARR. I think for many today, this would be late. But helpful to see.

SMB 312

SMB CTO Onboarding Scale 312

SaaStr

JULY 6, 2025

The Organic Enterprise Pipeline: 70% Upgrade Pattern from Low End “Professional” Plan 70% of new Organization and Enterprise customers in both 2024 and Q1 2025 included at least one user who was previously on a Professional pla n.

Software Review 266

Software Review Scale Systems Review Enterprise 266

SaaStr

DECEMBER 11, 2024

So one of the quiet SaaS leaders that has just crushed it in 2024 is Doximity: At $550m in ARR, it’s worth a cool $10.4 Billion (!) — or 20x ARR. And its stock it up a stunning +90% this year. What’s going on? A combination of: Growth re-accelerating. Doximity is growing 20% now, vs. 18% at $450m ARR. Insane profitability.

Business Model 274

Business Model SaaS Revenue Marketing 274

SaaStr

DECEMBER 18, 2024

and >accelerating< – 80% Gross Margins – 500 $1m+ customers 20x ARR doesnt seem >that< high pic.twitter.com/5qW7jeReQc — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) December 17, 2024 So SaaS is back. Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure.

AI 284

AI Cloud Enterprise SaaS 284

SaaStr

DECEMBER 31, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9. 2024/2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin And come see 200+ top SaaS, Cloud and AI sessions like these at 2025 SaaStr Annual, May 13-15 in SF Bay!!

Cloud 261

Cloud AI Startup Trends 261

SaaStr

JUNE 28, 2025

billion, a 55% increase in deal count versus Q1 2024. Aftermarket performance is exceptional : The 2024 IPO class rose over 20% from issuance through year-end, with larger IPOs (over $100 million) delivering nearly 30% returns. Q1 2025 saw 59 IPOs raise $8.9 Last valued at $12.5 There’s hype, yes — see Circle and Coreweave.

Payments 184

Payments SaaS Payments Payment Services B2B 184

SaaStr

DECEMBER 29, 2024

Top Posts of the Week: #1: Salesforce: Actually Were Going to Hire 2,000 Sales Execs Now To Sell AI #2: Gong: $100k Deals Take About 70 Days to Close #3: Why The Greatest Sales Teams Just Kill It On Dec 31. When Everyone Else Has Gone Home. #4:

Sales Hiring 284

Sales Hiring AI Pricing Development 284

SaaStr

NOVEMBER 10, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days? Top SaaStr Podcasts & Videos of the Week: #1. “What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg” #2.

Cloud 301

Cloud AI Startup Strategy 301

FastSpring

OCTOBER 24, 2024

The post Cyber Weekend Benchmarking Data: 2024 SaaS and Software Holiday Spend Report appeared first on FastSpring. Our platform serves as an all-in-one payment platform that handles everything from payment and checkout localization, to sales and VAT tax management, to customer support for end consumers, and so much more.

Payment Solutions 157

Payment Solutions SaaS Payments Merchant Services Software Review 157

SaaStr

JUNE 23, 2025

months is reshaping how software gets built TL;DR: The New Dev Platform Reality In June 2025, Replit CEO Amjad Masad dropped a bombshell on X: his company had crossed $100M ARR, up from just $10M at the end of 2024. The AI Breakthrough (September 2024): Everything Changed Then came Replit Agent in September 2024.

Software Review 212

Software Review AI Technical Review Venture Capital 212

SaaStr

JULY 8, 2025

In fact, every major B2B IPO in 2024-2025 maintained founder leadership , from ServiceTitan’s successful December 2024 debut to Circle’s explosive 168% first-day surge in June 2025. Despite recent market volatility, this fundamental trend hasn’t wavered.

Scale 184

Scale B2B Underperforming Technical Team Leadership 184

SaaStr

NOVEMBER 29, 2024

It earned them special attention from others on the hiring panel + company leaders… — Brie Wolfson (@zebriez) November 26, 2024 Everyone great is hiring. Shocking % say they got the foot-in-the-door job by going way over the top on their job application / interview prep. it didn’t only get them the job.

Sales Hiring 284

Sales Hiring Scale Marketing SaaS 284

Buffer Resources

OCTOBER 3, 2024

Your social media success hinges on creating content that makes your audience tick. But.how do you even find content ideas that resonate? And how do you ensure you never run out of them?

Social Media 134

Social Media Trends Forecasting Engineering 134

SaaStr

JUNE 14, 2025

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 registered Discord users by March 2024, generating $300 million in revenue in 2024, up from $200 million in 2023.

ChatGPT 226

ChatGPT AI Search AI Growth Hacking 226

SaaStr

JUNE 11, 2025

in revenue in 2024, with 99% coming from interest income on USDC reserves. Circle paid $908 million in distribution costs to Coinbase in 2024 while generating only $156 million in net income. At 5% rates in 2024, it generates $1.7B. This is the ultimate cautionary tale about revenue concentration.

compliance 249

compliance Marketplace as a Service B2B Healthcare 249

SaaStr

JANUARY 15, 2025

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+. But one thing has done well through all of it: security. We always need it, and the threats keep coming. And Cloudflare has been one of the biggest beneficiaries.

Scaling 273

Scaling Cloud AI Engineering 273

Tom Tunguz

JULY 13, 2025

In 2024, Amazon reported pickpack and ship robots replaced 24 workers. It’s a tooling problem. Physical robots offer clues about robots manager productivity. MIT published an analysis in 2020 that suggested the average robot replaced 3.3 human jobs. But there’s a critical difference : AI is non-deterministic. They improvise.

Management 294

Management AI Search Software Engineering Software Review 294

SaaStr

OCTOBER 11, 2024

The post State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners appeared first on SaaStr. Leaky buckets in SaaS are painful. The same is true in AI, so focus on user delight. User-centricity is non-negotiable. Help the world learn to adopt this breakthrough technology.

Cloud 167

Cloud AI Artificial Intelligence Healthcare 167

SaaStr

JANUARY 6, 2025

pic.twitter.com/Re1sdvOi3z — Emily Chang (@emilychangtv) September 20, 2024 And a related post here: As Long As You Are Growing 60% Or More — Your Competition Can’t Really Hurt You The post Its Not Just You: Founders Worry More About the Competition as They Scale, Not Less appeared first on SaaStr.

Scaling 258

Scaling Branding 258