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

SaaStr

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. They’re growing 2-3x faster than traditional horizontal SaaS. A restaurant isn’t dropping Toast’s POS system to save money.

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SaaStr AI App of the Week: Syllable.ai

SaaStr

Syllable’s Agentic Platform is enterprise infrastructure that handles voice interactions with the same reliability you’d expect from mission-critical systems. What Makes Syllable.ai a Game-Changer Forget everything you know about flimsy AI chatbots. Cross-Industry Use Cases That Drive Revenue 1. Who Should Evaluate Syllable.ai

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The Sheer Momentum You Need For an Enduring IPO in SaaS: 63% Average Growth

SaaStr

We took a look at the SaaS leaders that are doing well today, in today’s world and that have IPO’d in the past few years. Their Average Growth Rate in Year Before IPO: 63% (excluding prior generation) The Numbers *Top performer from prior generation of SaaS IPOs (2010-2015 era) The SaaS Leaders: 1. million in 2019 to $400.3

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The Rise of Vertical SaaS: Achieving 110% NRR from SMBs with Mangomint’s CEO

SaaStr

SaaStr CEO and founder Jason Lemkin chats with Mangomint CEO Daniel Lang about why vertical SaaS is booming and how Mangomint got to 110% NRR. What was once considered too small or too niche, vertical SaaS has recently emerged as a hotbed of innovation and profitability. Full-Stack SaaS for SMBs Toast today is worth $14B at $1.5B

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Dear SaaStr: How Big Should The Addressable Market Be to Go into Vertical SaaS?

SaaStr

Dear SaaStr: How Big Should The Addressable Market Be to Go into Vertical SaaS? I try to look at two things in Vertical SaaS startups, at least when investing : Will everyone in the vertical / industry use it? and Is the app so core, or at least is on a path to become so core, that they can charge $20,000+ a year for it?

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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. In April, Thoma Bravo agreed to acquire Boeing’s Digital Aviation Solutions unit for $10.55

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ This gets more challenging when you have stakeholders who aren’t the ones buying the software. Going Long We’ve written before on the power of going long in SaaS.

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