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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. ” required weeks of developer time to answer.

Payments 270
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The Wild Ride of Informatica: 32 Years, 2 IPOs, to $8 Billion Acquisition by Salesforce

SaaStr

First IPO in 1999 First acquisition for $5.3 AI Creates New Strategic Value Informatica wasn’t just acquired for their current business – they were acquired for their role in making AI workable at enterprise scale. Informatica acquired for $8 Billion! But founded … in 1993! Classic buy-fix-sell.

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Seeking a Distribution Advantage with AI

Tom Tunguz

Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. What is the distribution advantage AI confers to startups? Novel content creation techniques used the right way might enable a new form of inbound lead acquisition.

AI Search 217
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5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR

SaaStr

Adding complementary products or services can double your revenue potential without requiring new customer acquisition And a few more interesting learnings: 6. Subscription revenue has accelerated to 31%. AI is becoming table stakes in SaaS, so differentiation will depend on the tangible value these tools provide.

Payments 144
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The 2025 Blueprint for Scalable Growth in the Subscription Economy

Blulogix

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.

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OneStream: Benchmarking the S1 Data

Clouded Judgement

We can expect the company to start trading on the public markets next Wednesday Subscribe now OneStream Overview From the S1 - “OneStream delivers a unified, AI-enabled and extensible software platform—the Digital Finance Cloud—that modernizes and increases the strategic impact of the Office of the CFO. months and 23.4

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How Are Consumers Using Generative AI?

Andreessen Horowitz

It’s been 9 months since ChatGPT was released and 7 months since it became the fastest consumer application to reach 100 million monthly active users , ushering in a new era of generative AI. But other than ChatGPT, how are consumers interacting with generative AI (GenAI) products? Who might be the next “big winner”?