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

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. Managing Them Will Remain a Headache.

Payments 274
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June 30, 2025: The Date Where If Your Team Hasn’t Rolled Out Truly Great AI Into Production Yet… It’s Time to Reboot the Team

SaaStr

June 30, 2025: The date where if your team hasn’t rolled out a truly great AI into production yet … and seen a boost from it … It’s time to reboot the team. ✨ Lemkin (@jasonlk) June 21, 2025 It’s time. June 30, 2025 marks the time we need to wrap up the era of stalling, of waiting to see in AI. — Jason ✨👾SaaStr.Ai✨

AI Search 170
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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

The IPO market has been … on fire in 2025. ” The Numbers Behind the Filing Navan’s IPO filing comes with impressive scale: Probably close to $500m ARR today, $300M in annual revenue as of 2024 40% average revenue growth , with the fintech business growing 100% and travel business expanding 30% $9.2B

B2B 184
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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Owner.com has distinguished itself by consolidating dozens of point solutions into a single, integrated platform that helps small business owners compete effectively online. A huge congrats to Team @owner for a record start to 2025!! New restaurants up +31% in 1 month! Sales up 22%! Join a rocketship.

AI 217
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The Wild Ride of Informatica: 32 Years, 2 IPOs, to $8 Billion Acquisition by Salesforce

SaaStr

Billion in 2015 Second IPO in 2021, $10 Billion market cap Salesforce acquires them in 2025 for $8 Billion Man, it's a journey pic.twitter.com/Lmi9NPQbj6 — Jason SaaStr.Ai Lemkin (@jasonlk) May 27, 2025 Salesforce just agreed to finally acquire Informatica for $8 Billion after trying for some time. Classic buy-fix-sell.

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How AI is Really Changing SaaS From CEO of Procore, co-CEO of Monday and Chair of HubSpot

SaaStr

Existing distribution channels: While startups are racing to build distribution, incumbents already have it However, the business model disruption around AI pricing remains a challenge for larger players to navigate. #3. And being able to analyze large amounts of unstructured data, from invoices to PDFs and more.

AI 199
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What Enterprises Really Need from Agile Billing—And Why Most Platforms Can’t Deliver, According to MGI Research

Blulogix

That’s why BluLogix’s recognition in the 2025 MGI Research Agile Billing Top 50 Buyer’s Guide is more than a nice mention. It’s a validation of what we’ve always believed: enterprise billing is fundamentally different , and solving it requires more than just subscription logic and pretty invoices. BluLogix was.