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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? Ultimately, you also have to grow again to raise more venture capital. That’s what this Pilot data also reflects.

Startup 301
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The Top 10 SaaStr Posts of 2020

SaaStr

. “How Would a Person Start a Venture Capital Fund?” More details on why and how here: How would a person start a venture capital fund? 3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” We answer the debate with real data: VCs or Founders: Who Makes More?

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Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 301
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TAM is Great. But What Really Matters is That You Believe You Can Hit $100m ARR in 7 Years.

SaaStr

Worth hiring a sales team, raising some venture capital (even a modest amount). And I can say now, looking at 30+ venture investments, the ones where TAM held them back, in the end, were ones where they couldn’t really do the above analysis. And so it is, although we didn’t capture 100% of it.

Scale 198
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Pitchbook & IVP: Top Tier SaaS Companies Usually Raise at 15x ARR. It Was 114x in 2021.

SaaStr

While the data ends here, here’s what I can tell you I am seeing in growth rounds today: Very few growth rounds are happening at all When the do happen, they are for capital efficient startups growing > 50% at scale And … the peak valuation is about 15x. Even If It’s Awful for Series A-E Rounds.

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SaaS companies quickly replacing subscriptions with usage-based pricing

OPEXEngine

There is an appetite for usage-based pricing, and we expect this to continue to accelerate in the coming months,” says Kyle Poyar, operating partner at OpenView, a venture capital firm. Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data.

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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. How long can this last?

Cloud 100