Remove Acquisition Remove Investment Remove Payments Remove Retention
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State of the Cloud 2023 with Bessemer Venture Partners (Video + Podcast)

SaaStr

SVB collapsed, market multiples are down, yet the IPO window is re-opening, and we have a platform shift to AI that’s exciting everybody. Announcements of several blockbuster acquisitions, most notably from Adobe acquiring Figma, which was the highest valuation multiple offered in an acquisition for any software company at scale.

Cloud 284
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What is the SaaS Magic Number and How Do You Calculate It?

Stax

So, of course when it came to revenue-driving activities, Ford knew that success in marketing—and business—wasn’t about how much your marketing spend is, but how efficiently you spend it. Enter the SaaS Magic Number, which measures the return on sales and marketing spend in generating new subscription revenue.

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Forecasting Fintech’s Future and Keeping Culture Alive: A Q&A with the CEOs of BILL and Mercury

Andreessen Horowitz

So unless there’s some really obvious or transformative thing to do in your business today, it’s worth waiting a little bit to invest heavily in that. We’re experimenting with it, but we haven’t made a massive investment. Alex: The other side of the equation on customer acquisition is monetization.

Payments 117
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Finding the Next Wave of Growth: S-Curves and Product Sequencing

Casey Accidental

Most companies have a primary acquisition loop that drives this scalable growth, and unfortunately, there aren’t that many acquisition loops that really scale. And you start being able to acquire more of them in a scalable way i.e. an acquisition loop. It kept investing in making its overall growth model stronger.

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Asana S-1 Analysis - Comparing One Productivity Powerhouse to Another

Tom Tunguz

TTM Revenue, $M. Revenue Growth. At the time of IPO, Asana generates more revenue, $162M in revenue to Smartsheet’s $111M. Asana is also growing faster, 86% annual revenue growth vs. SmartSheet’s 66%. Asana generates about 2x the loss of SmartSheet as a percentage of revenue. SmartSheet.

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Sequencing Business Models: So You Want To Be A Platform?

Casey Accidental

In that essay , we also talked about how a more common route for a SaaS business is to become a platform. Platforms can create an immense amount of long-term value for companies, or be a minor component of their product strategy to maintain product/market fit. The Types of Platforms. Integration Platforms.

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CAC Payback Period: How to Calculate and Reduce It?

User Pilot

TL;DR The CAC payback period measures the time it takes for a company to recover the money invested in new customer acquisition. This metric helps SaaS companies choose the most effective customer acquisition channels , diagnose inefficiencies in customer retention strategies , and inform pricing decisions.