Remove B2B Remove Innovation Remove Payment Features
article thumbnail

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 279
article thumbnail

Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

The two so far in B2B, MNTN and Hinge Health are off to a strong start, but are arguably niche vendors. No “classic” B2B leader has IPO’d yet in this wave. Navan’s move could signal the opening of long-awaited floodgates for B2B software companies that have been waiting on the sidelines since the market downturn of 2022-2023.

B2B 179
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

M&A Is Back! Melio’s $2.5B Exit to Xero — In Just 7 Years!

SaaStr

to dominate US SMB payments. revenue multiple proves strong B2B companies with real growth (and it’s strong) can still command premium exits. Most SaaS companies struggle with growth deceleration—Melio maintained momentum through revenue model innovation. It’s not just Wiz and Scale. The opportunity was enormous.

Payments 215
article thumbnail

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. The SaaStr.AI

article thumbnail

Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

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. ROI scrutiny is intensifying.

AI 281
article thumbnail

Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

Revenue composition differences: OpenAI : 73% consumer subscriptions, 27% API revenue Anthropic : 15% consumer subscriptions, 85% API revenue This inverted revenue mix indicates Anthropic’s API-first strategy is resonating with enterprise customers who value integration over direct-use applications. valuation / $1.4B

ChatGPT 216
article thumbnail

How AI is Really Changing SaaS From CEO of Procore, co-CEO of Monday and Chair of HubSpot

SaaStr

So recently we’ve done deep dives on the SaaStr pod with several of the top leading SaaS founders — and of course, asked their perspective on just where we are with AI in B2B SaaS today. He notes HubSpot like other leaders has the massive amount of customer data that makes much of B2B AI really work. A few learnings: #1.

AI 196