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SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

Many of the fundamental business models that were once engraved in the SaaS playbook are now changing thanks to a tougher macro environment and a maturing market. PST, Stephanie Opdam, Partner at Notion Capital, shares four business model changes that will allow SaaS companies to build resilience and staying power over time.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI 183
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Clouded Judgement 3.31.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models.

Cloud 130
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5 Interesting Learnings from Atlassian at $3+ Billion in ARR

SaaStr

Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 2000,000 Cloud Customers with an NRR of 130%, and 140% from “Large” Customers. This is the secret sauce to Atlassian’s business model. 5 Interesting Learnings. #1. No slow down from Atlassian. #2.

Scale 236
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SaaS Finance MeetUP – Scaling Finance

OPEXEngine

Remember that as you shift or evolve your business model, that you will need to also evolve and iterate on your reporting, even for smaller companies. . In the meeting, we also looked at the benchmarks for G&A spend for public and private companies, as well as at how Finance headcount grows as a SaaS company grows.

Finance 52
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SaaS FP&A – Are You Up to the Challenge?

OPEXEngine

SaaS companies tend to have more Finance headcount than traditional, non-Cloud companies. Median Finance headcount in private, growth SaaS companies averaging $25M is 7 Finance executives. SaaS success is increasingly defined by the business model and the balance between revenue growth and profitability.

Finance 40
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When to Buy and When to Build When It Comes to Your Subscription Analytics

Chart Mogul

Building from scratch may appear to be a good option because it allows you to create a tool that is the perfect fit for your specific business model. Business intelligence/Data visualization: The final piece is the solution you’ll use to perform queries and display the data you get from them. Building your own analytics tool.