Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. Specifically Chamath said this: “From an OpEx perspective these businesses just suck.

Cloud 130

Cloud Software Sales Hiring Scale 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Payrix

MAY 14, 2024

When it comes to software, success doesn’t hinge on innovation alone. No one knows this better (or more intimately) than a software company Chief Revenue Officer (CRO). Adam Tesan, CRO at Worldpay for Platforms, is a seasoned executive leader with decades of experience in sales, marketing, and revenue in the software space.

Payments 147

Payments Payment Services Payment Solutions SaaS Payments 147

The Daily Egg

JULY 30, 2020

The best contact management software are Salesforce Essentials and Insightly. After all, a business without customers is just a hobby. That’s why you need to invest into a good contact management software. The post Best Contact Management Software appeared first on The Daily Egg.

Software Review 346

Software Review Software Management Investment 346

Andreessen Horowitz

MARCH 26, 2024

Software and robotics, for example, have always presented immense potential to automate repetitive mundane tasks that humans perform, freeing them up to do more valuable work. It turns out LLMs are especially good at overcoming these hurdles, and they will set new standards for what software is capable of automating.

Investment 116

Investment Healthcare AI Business Model 116

Andreessen Horowitz

MAY 7, 2024

Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 107

Investment Cybersecurity Azure Cloud 107

Tom Tunguz

MAY 3, 2023

What other business suffered a loss of 80% of revenue & went from burning $2b per quarter to producing more than a hundred million in profit? The P&L differs from a classic software company. Investment in web3 companies will fall by at least 60% year-over-year in 2023. So does the corporate structure. Earnings, $m 144.4

Software 236

Software Trends Revenue Investment 236

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Is Software Rebounding? FCF Margin FCF is an important metric to evaluate in SaaS businesses. Who are the real AI winners.

Cloud 177

Cloud Software Azure AWS 177

Tom Tunguz

FEBRUARY 6, 2022

If I gave you $10,000 to invest in one company today among the following four software businesses, which would you pick? The first company is a $100m ARR business growing at 100%, trading at 50x ARR, a $5b enterprise value. Which investment will generate the greatest return? So who are these businesses?

Investment 252

Investment Pricing Business Model Enterprise 252

The Daily Egg

APRIL 2, 2021

When you can’t keep track of project details and your team feels scattered, it’s time to try project management software. Often this is a business investment, but if you’re not ready to buy, you can take advantage of plenty of free options. The post Best Free Project Management Software appeared first on The Daily Egg.

Software Review 278

Software Review Software Management Investment 278

SaaStr

JUNE 2, 2023

Dear SaaStr: Does Bootstrapping Through an Agency/Services Business Work? Running two businesses at once well is really, really hard. I’ve invested in Logikcull and been an advisor to Showpad, both of which are successful and did just that. They slowly wind down the services business and stop investing (e.g.,

Business 212

Business Investment Software Scaling 212

Nimble - Sales

NOVEMBER 15, 2023

When selecting a CRM for your company, you generally face two choices: opting for an off-the-shelf system or investing in a custom CRM software. What is Custom CRM Software? Let’s explore what a custom CRM is and its benefits and downsides.

Software 67

Software Business Investment 67

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date!

Software Review 183

Software Review Cloud Software Revenue 183

Andreessen Horowitz

MARCH 11, 2024

Over the last decade, we’ve seen record growth in player demand driven by several tailwinds, including: the rise of mobile and emerging markets, new business models like free-to-play and subscriptions, transmedia storytelling, and much more. The games industry has a cost problem.

Outsourcing Services 81

Outsourcing Services Investment Outsourced Development Marketplace as a Service 81

Stax

MAY 20, 2024

Although your business has received payment, this cannot be credited to your bottom line until delivery of the product is completed. What accounting rules do subscription businesses need to abide by in order to stay compliant with global standards? This is important for subscription businesses due to recurring advance payments.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

Neil Patel

OCTOBER 28, 2020

Business intelligence software has become a necessary tool in the era of big data. But without BI software, making sense of that information is nearly impossible. This software exists so you can analyze various data sets and make data-driven decisions. The Top 6 Options For Business Intelligence Software.

Software Review 124

Software Review Technical Review Software Business 124

User Pilot

DECEMBER 5, 2023

Knowing how well your products and campaigns perform can give you the most vital insights needed to guide your business. Here are 8 of the best performance reporting software for your business needs! Available upon request) Mixpanel is a product insights software that reports on advanced user behavior criteria.

Software 74

Software Business AI Search Pricing 74

Subscription Flow

MAY 10, 2024

Subscription-based business models have increased in number as media streaming platforms like Netflix and delivery services like Amazon have risen in popularity. For customers, the subscription model offers a convenient and personalized experience that is difficult to replicate in the more traditional business model.

Payment Solutions 89

Payment Solutions Payments Payment Methods Payment Services 89

Baremetrics

OCTOBER 11, 2021

The purpose of this marketing strategy is to attract organic traffic to your domain, and establish your business as a trusted authority in that area. Once users are in a position to invest in such a service, your SaaS should be the first that comes to mind. Good content marketing is different for every business, however.

Content Marketing 113

Content Marketing SaaS Payments Investment Marketing 113

Neil Patel

JANUARY 6, 2021

Most small business owners that I know want more, happier customers. Customer relationship management (CRM) software is designed to help companies with that exact goal. My guess is that it’s because CRM software has a reputation for being massive, expensive, and really challenging to use. So why aren’t they using it?

Payment Solutions 144

Payment Solutions Software Business Scale 144

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Subscribe now Is Software Rebounding? net retention and CAC payback). As you can see, the median beat this quarter was 1.6%.

Cloud 177

Cloud Software Benchmarks Retention 177

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

User Pilot

OCTOBER 26, 2023

What is software ROI and how to measure it? Why is important for business growth ? TL;DR Software ROI, or Return on Investment , represents the financial and business benefits of implementing a software application while factoring in the cost of the investment. What is the ROI of software?

Outsourcing Services 95

Outsourcing Services Software Outsourced Development SaaS 95

Tom Tunguz

DECEMBER 11, 2022

Average Software Public Value. Also, strong cash flows indicate a healthy underlying business despite slower-than-average growth & less-than-average profits. As Michael Mauboussin writes in Expectations Investing , there’s information in price. The M&A market may be thawing a bit. Revenue, $m. Revenue growth.

Acquisition 238

Acquisition Startup Software Pricing 238

SaaStr

MAY 23, 2024

What’s your most recent disclosed investment? I invested in a company named CAT Labs in Q1 of this year. With complimentary offerings from the likes of Chainalysis performing well in this category, my main interest in this business stemmed from excitement in the founder herself and her strong founder market fit.

Technical Review 238

Technical Review Management Investment AI 238

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. This stability is appealing to investors and allows businesses to plan and allocate resources more effectively.

SaaS Payments 130

SaaS Payments Payment Services Payments Payment Solutions 130

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Software Review 130

Software Review Cloud Software AWS 130

User Pilot

MAY 22, 2024

You can access this information through the right customer lifecycle management software. TL;DR A lifecycle management software allows you to analyze customer behavior from the discovery stage onwards. The best customer lifecycle software in the market includes: Userpilot. How to choose the right customer lifecycle software?

Software Review 95

Software Review Technical Review Software Systems Review 95

Intercom, Inc.

AUGUST 17, 2020

Because of this, localization can seem unattainable to many small and medium-sized businesses that may not have the capital to invest in localization – or the resources to maintain it. However, that’s not to say that taking small steps towards this goal can’t have a big impact on your business. Low conversion rates.

Investment 276

Investment Scale Software Review Systems Review 276

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Growth Adjusted Software Multiples The last 6 weeks (since the start of May) has been quite the run for software companies. I’m using the period of 2010+ given that’s really when cloud software came about.

Cloud 130

Cloud Software Revenue Subscription 130

SaaStr

SEPTEMBER 14, 2020

A few key learnings and top trends to consider: #1 There is unlimited potential; even with COVID ‘craziness’ As we continue to face and adapt to the challenges of COVID-19, many companies are turning to Cloud for Business Continuity and growth. 2 Cloud is Eating Software. The astonishing fact is: cloud is eating software.

Technical Review 291

Technical Review Cloud Software Review Technology 291

Casey Accidental

MARCH 29, 2022

A common issue leaders in product management, design, or engineering face is justifying investment in the “non-sexy” stuff. I’ll walk through some frameworks and examples from my career on how to drive excitement and investment in these critical areas that may not be properly valued or staffed currently in your organization.

Investment 139

Investment Underperforming Technical Team User Experience Scale 139

Intercom, Inc.

OCTOBER 7, 2020

But with customers expecting faster and more personalized experiences, providing great conversational customer support is no longer optional – it’s essential to business survival. But as SaaS businesses are treated as service businesses, COGS represent the costs of providing that service to your customers, such as: Hosting.

Customer Support 196

Customer Support Investment Scale Churn 196

SaaStr

DECEMBER 1, 2021

The state of software buying has changed. During SaaStr Annual 2021, Amanda Malko, CMO at G2, shared a fascinating look at the data that reveals shifting patterns in the way consumers purchase software. . Furthermore, 55% of companies plan to increase software spending in 2022.

Software Review 229

Software Review SMB Enterprise Software 229

Andreessen Horowitz

NOVEMBER 30, 2021

For software companies, the velocity of the business is directly correlated to the velocity of the developers, making developers one of, if not the most, valuable asset on the balance sheet.

Investment 100

Investment Software Development Business 100