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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 285
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. Now let’s talk about the AI wave. And now there’s another exponential drop off in complexity to start a company going from the cloud world to the AI native world. In the AI world, you’re never too late.

Cloud 299
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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies. New restaurants up +31% in 1 month!

AI 219
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5 Interesting Learnings from Atlassian at $4.75 Billion in ARR

SaaStr

Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. Seat Expansion Driving Growth, Along with Cross-Sell of New Products Long live per-seat models and pricing! So Atlassian is on a bit of a tear. Wall Street is happy. Let’s dig in. 5 Interesting Learnings: #1.

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Demystifying Consumption-Based Pricing: Modeling & the Path to Business Success

Uncover the secrets driving the future of the Subscription Economy. Zuora and BCG’s latest report uncovers how hybrid pricing models—combining subscription and consumption (usage)—are fueling faster growth, especially in AI-driven sectors.

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How to Price and Package AI SaaS Products with Unusual Ventures

SaaStr

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? The costs are dynamic. Usage is volatile.

AI 273
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases? This is what I’m calling “Enterprise AI.”