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Figma - Benchmarking the S1 Data

Clouded Judgement

I wrote about Figma back in Feb ‘21 for those looking for a more detailed breakdown of what the business looked like at the time (a lot has changed!). The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more.

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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

After years of drought, 2025 has delivered a scorching hot public market for tech companies so far, with some eye-popping returns that should have every SaaS founder and investor paying attention. The IPO window isn’t just cracked open—it’s wide open. The most recent five IPOs are averaging 121.5%

B2B 177
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 277
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The Top 10 Reasons to Attend 2025 SaaStr Annual, May 13-15 in SF Bay!!

SaaStr

And a full half of 2025 will be dedicated in the latest in AI for B2B, including 100+ of the best new players in B2B AI presenting on our new AI Demo Stage! From customer success platforms to billing solutions and marketing automation tools, the exhibitors represent a curated collection of resources that can help optimize your business.

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The Series A Landscape in 2025: Insights from Chemistry VC’s Ethan Kurzweil

SaaStr

At SaaStr Workshop Wednesday live , Ethan Kurzwiel, previously partner at Bessemer Venture Partners and now founding partner at Chemistry VC, took us through a deep dive of exactly where Series A funding is right now in 2025. And sign up for the next FREE Workshop Wednesday here.

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How 1,000+ B2B Startups Are — And Aren’t — Growing. The Real Data.

SaaStr

This isn’t your typical “here’s what public companies are doing” report – this is real data from real private companies dealing with real challenges in 2025. The Bottom Line: SaaS is Maturing, and You Have to Adapt The 2025 data tells a clear story: The SaaS industry is maturing.

B2B 207
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A16Z: Enterprise AI Spending is Growing 75% a Year.

SaaStr

Top 5 SaaStr Learnings: Enterprise AI in 2025 1. ” The Money Shift : AI has officially graduated from pilot programs to permanent budget line items in core IT and business units. You need rigorous evaluation frameworks, security checklists, benchmark performance data, and clear usage-based pricing models.

AI 206