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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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The Top 10 SaaStr Posts of 2020

SaaStr

Many Cloud leaders grew 500% or more this year. “How Would a Person Start a Venture Capital Fund?” More details on why and how here: How would a person start a venture capital fund? More details on why and how here: How would a person start a venture capital fund? ” Maybe.

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10 Tips to Help Manage the Burn

SaaStr

The Cloud is bigger than ever, CIOs are buying more than ever, and SaaS is still on a roll. But public stock prices are way down, and venture capital is much tighter than it was just a few months ago. So for many of us in SaaS, these are still the best of times. So many of you will want to manage the burn more carefully.

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Top 10 SaaStr Videos of the Week: Tomasz Tunguz, Demostack, State of the Cloud, Snowflake and More!

SaaStr

or Really, #1) “State of the Cloud 2021 with Bessemer Venture Partners” This annual SaaStr tradition with Bessemer Venture Partners is better than ever. Do a deep dive into the data, trends and more in Cloud in 2021. Yes, you can get to $100m in revenues without $100m in venture capital. #6.

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We?re About To See a Lot More SaaS Debt

SaaStr

This article looks at the history of SaaS as it relates to financial capital and production capital. I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). .

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SaaS companies quickly replacing subscriptions with usage-based pricing

OPEXEngine

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Enterprise companies.

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Loyalty Prime Raises $5.5 million for Next-Generation, AI-based Loyalty Marketing SaaS Platform

The SaaS Garage

About Loyalty Prime With its award-winning enterprise SaaS platform ‘Prime Cloud’, Loyalty Prime provides a uniquely flexible solution to quickly and efficiently set up and profitably run omnichannel loyalty programs (GDPR-compliant if/as required). The venture capital portfolio currently consists of 31 technology companies.