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✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. Compliance debt is real debt.
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. This “pricing power” indicates genuine demand, not just investment bank optimism. The most recent five IPOs are averaging 121.5%
✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t work. ✨ Lemkin (@jasonlk) June 12, 2025 #3. You Want Them to Do Everything.
Their return demonstrates their continued investment in the SaaS ecosystem and commitment to helping founders succeed. See you at SaaStr Annual + AI Summit 2026 and SaaStr AI London in December 2025! Pylon – Welcome Back for Round Two! 🚀 We’re equally excited to welcome back Pylon as a 2nd-time sponsor of SaaStr Annual!
The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4% year-over-year.
as of April 2025, the growth trajectory has flattened since late 2024. I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm.
SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.
We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.
Run your most critical, AI-powered apps on pic.twitter.com/M6tdOd2uQV — sridhar (@RamaswmySridhar) June 2, 2025 Databricks Neon Deal value: ~$1 billion Neon has more than 18,000 customers Founded in 2021, raised $129.6 rose to 30.8%, and experts predict a record number of SaaS mergers and acquisitions (M&A) in 2025.
5 Things Vanta Got Right and 5 They Got Wrong getting to the first $10m ARR When Christina Cacioppo co-founded Vanta in 2017, security compliance was an afterthought for most startups. Fast forward to 2025, and Vanta is valued at $2.45 They invested heavily in podcast marketing with attribution pixels showing significant ROI.
The Enterprise-Grade Platform That Makes AI Voice Agents Actually Work at Scale We’re proud to announce that Syllable is returning as a partner for SaaStr Annual + AI Summit 2026 , following their tremendous success and impact at our 2025 event. The Bottom Line: Syllable.ai Build exactly what you need without vendor lock-in.
In a recent conversation at SaaStr Annual + AI Summit 2025 , Arvind shared the tactical playbook behind Rubrik’s scale, revealing counterintuitive strategies for product development, customer success, and AI adoption that challenge conventional SaaS wisdom. .’ What you want today isn’t going to happen today.
G2 has its latest Buyer Behavior report out and while most of its take-aways are things we know or should know, it’s a wake-up call for anyone thinking AI isn’t important in their category: 🚀 Top 5 SaaStr Learnings from G2’s 2025 Buyer Behavior Report 1.
Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. market cap – up from $2.4B net income, 111.5% ” 7.
At SaaStr AI Day 2025, Jim Palmer, Dialpad’s Chief AI Officer (and co-founder of TalkIQ, which Dialpad acquired), shared the tactical playbook they used to build and scale their AI capabilities.
Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.
In this article, we highlight the top 10 tech startup founders in the UK for 2025 (who you should be following if you arent already!), His investment portfolio spans fintech, biotech, and deep tech, reinforcing his passion for driving progress across industries. million in funding and ranking 14th in the Startups 100 Index for 2025.
By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. By 2025, the landscape will be more competitive, innovative, and complex than ever before. Prioritize Regulatory Compliance Staying ahead of regulatory changes is non-negotiable.
In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. In this guide, well explore the best applicant tracking systems of 2025 , covering both cloud and on-premise options, their key features, pricing, pros/cons, and ideal use cases.
Navigating these changes requires businesses to adopt compliance-focused billing software and automated subscription management tools that ensure adherence to legal standards while maintaining operational efficiency and customer trust. How Billing Automation Supports Compliance Billing automation is a cornerstone of regulatory readiness.
The Recovery Rally (Early 2025) The correlation proved equally strong on the upside. Both stocks staged impressive recoveries into early 2025: Klaviyo : Surged to an all-time high of $49.55 The Foundation: More Than Just a Partnership The Shopify-Klaviyo relationship goes far beyond a typical vendor partnership.
It reduces manual errors, ensures compliance with complex pricing structures, and enables businesses to scale without losing operational efficiency. Businesses can stay ahead by: Investing in Scalable Billing Solutions: Choose platforms that adapt to evolving pricing models and subscription offerings.
Introducing the 2025 State of SaaS report ! Effective solutions include deploying stringent access controls, implementing data loss prevention tools, leveraging file governance technology , and investing in comprehensive employee training to enhance compliance and reduce vulnerabilities. Book a demo now.
Also mid-size companies planning to scale big and willing to invest in a CRM platform deeply. If your team can invest in training or you have complex workflows that justify the complexity, Salesforce can be molded to fit your processes exactly but expect to spend more time in setup and learning. Teams with limited IT support.
It might detect a customer’s objection and remind the rep of a relevant product benefit, or monitor the call for compliance phrases that need to be said. Retell and Vapi can also work with CRMs, but you should expect to invest extra effort to make that happen. Where Retell Excels 1. as dictated by Twilio’s platform).
Regulatory Compliance: Transparent and fair billing practices are becoming a regulatory requirement in many industries. These trends underscore the importance of investing in technologies that enable flexibility, precision, and scalability.
A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.
of retail sales in 2025, amounting to $6.862 trillion. Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. On top of PCI compliance, you might have to pay extra for SSL (Secure Sockets Layer) certification. This is expected to grow to 22.6%
Get ready to turn those monthly charges into strategic investments that fuel your business growth. This can quickly not only inflate your SaaS budget, but also introduce significant security and compliance risks. Check for SOC 2, ISO 27001, and other relevant security and compliance certifications. What is SaaS budgeting?
Its the momentum of this digital self-service economy that has created a need for software providers to enable their users with intuitive self-service tools and resources that give them control over their payments experience, including PCI compliance and fraud prevention.
ADP’s return on equity (ROE) is 76.29% and return on invested capital (ROIC) is 36.84%. billion valuation, with plans to add 150,000 new small businesses to its platform in 2025. The old guard has been investing in automation and AI for decades. Growth Theater ADP’s 48.11% trailing-12-month gross profit margin is 52.3%
So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. High-Growth Companies Dedicate 37% of Engineering to AI by 2026 The Numbers : High-growth companies plan 28% of engineering focused on AI in 2025, scaling to 37% by 2026.
Goals for Sales & CRMs Chase Horn July 25, 2025 Learn how S.M.A.R.T. When setting achievable goals, consider these factors: Historical performance data from your CRM Current market conditions Team capacity and available resources Training and development needs Investing in employee training and resources is crucial for success.
These B2B founders didn’t just build great companies—they engineered some of the most lucrative long-term investments in modern history. All prices split-adjusted and current as of June 2025. 10,000 invested at IPO would be worth $570,478 today. These are their stories. Source: SaaStr.ai.
Its 2025 and its no surprise that the IT workload is immense. IT-to-employee ratio climbed to 1 IT person for every 108 employees in 2024, making the ITs workload more difficult (State of SaaS 2025, coming soon !). Organizations must adapt to this new reality by investing in the right tools, technologies, and talent.
” The same playbooks, the same incremental improvements, the same compliance features. The companies seeing 80% resolution rates versus 40% have invested in comprehensive documentation and knowledge bases. Invest in Platform Thinkin g Point solutions will struggle in an AI world. The setup time?
While publishers need to stay in compliance with app store policies, monetizing your game via your web store isn’t prohibited. Playtika reported in Q1 2025 that 25.4% As you invest more in steering and migrate more players over to your web shop, the percentage of revenue that you get to keep will grow.
The Expert Panel Karen Paige, General Partner at B Capital Karen brings deep operational and investment expertise to B Capital, where she focuses on enterprise software and AI investments. B Capital manages over $6B in assets and has backed category-defining companies across enterprise software, fintech, and healthcare.
Note: At the time of writing, this feature is still in development and will be available at the end of Q1 2025. Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must. Konstantin L., Mid-Market (51-1000 emp.)
Follow-on prediction : Interest rates will remain high, cheap money will be scarce, and discretionary marketing budgets, headcount, and software investments will continue to be scrutinized heavily in 2024. Follow-on prediction : In 2024 B2B marketers will invest in content and tools that enable buyers to make informed decisions independently.
ARR – 12% YoY Growth, up from 7% last year – 6% New Customer Growth, up to 335,000 – 107% NRR, up from 102% last year – But Segment only growing 1% – $700m+ Free Cash Flow annual run rate pic.twitter.com/AkaFqsCFyU — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) May 1, 2025 5 Interesting Learnings: 1.
Navigating payroll, benefits, and compliance shouldn’t slow you down. ’cause you have limited resources to invest and Go-To-Market. And, and you need to invest, I think, far more than people think when you hack together something over the weekend to really be sustainable. That’s where TriNet comes in.
With a background in investment banking and venture capital, Austin brings a uniquely analytical and first-principles mindset to modern B2B growth. Navigating payroll, benefits, and compliance shouldn’t slow you down. That’s where TriNet comes in. Teams just changes how they’re built. Enjoy the episode.
And of course, close deals faster 2025 is the year of inbox zero for me. Like, you know, this Scott, the only person you ever want to invest in is someone that actually did the thing. Are you looking at them as a competitor partner investment or acquisition target? And I was like, I don’t know what, who do they focus on?
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