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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

Overall, public B2B companies are struggling, with growth falling to new lows. TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. But that’s overall. The ones selling outside of tech?

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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

The SaaS PE market is heating up again, and Thoma Bravo just made a big statement buying SaaS restaurant pioneer Olo for $2 Billion. share, 65% premium) Why This Deal Matters for B2B and SaaS This isn’t just another PE rollup. They’re clearly bullish on B2B software again. That’s $10.25

Payments 201
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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. initial public offering on Friday, becoming the latest enterprise software company to test increasingly receptive public markets. But we may have our first.

B2B 184
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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 274
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Sizing the Web3 B2B Software Market

Tom Tunguz

Just how big is the current web3 B2B SaaS total addressable market (TAM)? of Revenue spent on Software. Implied Web3 Software TAM, $M. Implied Web3 Software TAM (excluding Ethereum), $M. The average software company operates at about 70% gross margin, so let’s assume a web3 company is similar.

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What’s Really Working in Embedded Finance: Key Learnings from Adyen’s $100B+ Experience

SaaStr

What To Do Next Audit your current payment/finance offerings Survey your customers about their financial pain points Start conversations with embedded finance providers Focus on partners who can scale globally with you Remember: In SaaS, revenue diversity is power.

Payments 246
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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. Founder Matan Bar’s payments pedigree (sold first company to PayPal, ran PayPal’s Global P2P) meant he understood the pain intimately. It’s not just Wiz and Scale.

Payments 220