Tom Tunguz

MAY 4, 2022

100m post is consistent with what I’ve seen in the market for the most sought-after investments. Web3 deals represented more than 11% of investments, the largest share, superseding fintech and healthcare. Web3 is a term that will disappear like web2 and mobile investing before it. Seed has become the new A.

Data 245

Data Healthcare Marketing Construction 245

Andreessen Horowitz

SEPTEMBER 2, 2020

One of the linchpins of the American dream is a path to home ownership—home ownership has been a path to financial progress for millions of individuals and holds an outsized cultural significance in our society as the foundation for many … The post Investing in Mosaic appeared first on Andreessen Horowitz.

Investment 96

Investment Construction Enterprise SaaS 96

SaaStr

OCTOBER 27, 2023

Jason re-takes the stage in Part 2 of the series to answer questions about the right time is to invest in a new product line, building vertical vs. horizontal, multiples in 2024, and much more. For Jason, he doesn’t invest in a company before $10k MRR plus 10-15 customers. Q: When is the Right Time to Invest in a New Product?

Sales Hiring 234

Sales Hiring Scale Venture Capital Generative AI 234

Andreessen Horowitz

FEBRUARY 13, 2024

How is the company’s go-forward budget split across platform investments and program-specific spend? Have you “turned over every stone” for all targets amenable to your modality or platform construction, or did you take an indication-centric approach to building your pipeline? Pipeline prioritization framework Top-down or bottom-up?

Development Team Review 120

Development Team Review Technical Review Finance Systems Review 120

SaaStr

JANUARY 24, 2021

And here, they just couldn’t safely invest. If I’d had $5m+ on the balance sheet, I would have made far, far more investments. It will destress all your investments. ” It can happen, at least, as a construct, to anyone. I.e., if you are $6M ARR, you need >=$3m in the bank to invest in hiring, etc.

Scale 335

Scale Sales Hiring Scaling Construction 335

Tom Tunguz

MAY 10, 2022

AAA gaming titles arrive two to three years later because of their development lifecycles and studio risk aversion to invest tens of millions into a new platform. Crypto-gaming succeeds in bringing 100m users to web3, starting with casual games which are easier to build, experiment, and iterate. Money pours into web3.

Banking 259

Banking Government Construction Startup 259

Andreessen Horowitz

SEPTEMBER 19, 2023

Investing in Instacart was perhaps the hardest decision I had to make as a venture capitalist. Instacart was taking a unique approach to tackling this category, using a four-sided marketplace dynamic: By partnering with physical grocers, they were able to leverage those partners’ existing investments in construction and inventory.

Marketplace as a Service 139

Marketplace as a Service Scale Underperforming Technical Team Construction 139

Tom Tunguz

JUNE 11, 2014

For example, VCs may invest larger sums than angel investors. The imprimatur of a VC’s investment in a company might help convince potential customers and recruits. VCs typically invest from larger funds and are more willing to invest more dollars in seed rounds. The typical seed round with VCs has 1.6

Construction 124

Construction Finance Startup Investment 124

SaaStr

OCTOBER 7, 2022

The number of global venture capital (VC) investments dipped in 2022, thanks to ongoing geopolitical tensions, turbulence in global capital markets, supply chain issues, and increasing interest rates. The rise and fall of these investments have resulted in negativity in the global VC space in 2022. The recent downward movement.

Venture Capital 198

Venture Capital Marketing Startup Construction 198

Point Nine Land

OCTOBER 8, 2021

Our investment in Graneet. Welcome Graneet Since Pawel and Christoph’s investment in Clio (which provides legal firms best in class software to run their business and was Point Nine’s #1 investment (!!)), our vertical SaaS portfolio has only grown further. Hundreds of thousands in Europe.

Technical Cofounder 52

Technical Cofounder Construction Payment Solutions SaaS Payments 52

SaaStr

DECEMBER 29, 2019

I know some VCs will take shots at this statement, and I mean it more as a construct than a reality. Customers invest in not just products, but relationships. If you compare them over 10 year lifetimes, you’ll see you should probably invest much more in the bigger customers. Invest like that. Challenge yourself.

Scale 344

Scale Churn Construction SMB 344

SaaStr

FEBRUARY 20, 2024

A note of wisdom as you introduce new models — You can never invest too much in change management and helping your reps understand the why and embracing the change. 3 Takeaways There are alternatives to traditional territory assignment or book construction. Next Best Action There are a lot of inbound leads at Gusto.

Scale 202

Scale Sales Marketing Construction 202

SaaStr

APRIL 6, 2023

Anyone that has done 15, 20, 50, 100 investments know they don’t all go perfectly. Criticism that at times doesn’t feel all that constructive. It is natural to want to hide bad news, at least a little bit. Don’t — from your investors especially. They are built for it. More here. #2. Don’t hide.

Construction 214

Construction Investment Engagement Revenue 214

SaaStr

DECEMBER 29, 2023

A seed stage founder of a construction tech company at $1.5M If you haven’t been through an IPO live, there are not that many people who invest in IPOs outside of the frothy times. If you’re behind in your segment, fix it in Q1, or you won’t pass in 2024. The market wants it.

Scale 221

Scale Sales Hiring Customer Success AI 221

Clouded Judgement

MAY 5, 2023

Microsoft was more constructive that the optimization headwind would return to normal in the next couple or few quarters. I’m excited about the potential for a more constructive environment as we get closer to year end. Amazon not so much. What does seem clear - optimization headwinds are not getting stronger (good thing!).

Cloud 130

Cloud Construction Trends Revenue 130

The Angel VC

MAY 17, 2013

And field sales people are just one example of course – think about places like hospitals, construction sites or factories where using tablets makes a lot of sense as well. Makes me wonder if there's an opportunity to become to Salesforce.com what Instagram is to Flickr.

Mobile 117

Mobile Investment SaaS Construction 117

SaaStr

OCTOBER 11, 2023

Measuring Usage Since Day One Since the beginning, monday.com built and has used a BI tool called Big Brain — a major investment for that size of company. Picking Your Core Verticals and Selling Outside of “Tech” 70% of Monday’s customers are non-tech — real estate, banking, construction, and even churches. Was this strategic?

Scale 164

Scale Sales Hiring Scaling Banking 164

Tom Tunguz

MARCH 5, 2020

That will slow investment and lower valuations in public markets. For this quarter, it’s prudent to construct a more conservative plan and establish those leading indicators that trigger a switch to it. The brewer’s orders whipsaw up and down as retailers and the rest over-order and then under-order. Monetary Policy.

Sales Hiring 304

Sales Hiring Construction Travel Startup 304

A Smart Bear

JANUARY 4, 2018

Of course a nice chunk is primary capital, i.e. for the company balance sheet, to invest in growth initiatives, security and quality, and advancing our existing strategic priorities through acceleration and de-risking. The majority of the funds pay back our early investors who believed in us enough to trust us with their money.

Engineering 70

Engineering Investment Revenue Technical Review 70

SaaStr

SEPTEMBER 6, 2022

Final call if you’d like your investment firm or company to be included in the last wave. It is recommended to drop-off in the East lot at 1346 Saratoga to avoid the street construction on Delaware. The first round of companies seeking funding went out to our trusted investors last week as part of our yearly Meet a VC program.

Construction 248

Construction Investment Strategy Marketing 248

SaaStr

MARCH 23, 2019

the amount invested (and % ownership for investors / cap table). board construction and seats that are proportionate, roughly, to ownership. One simple thing: complexity. 99% of terms and term sheet should be simple and straightforward: price. pool for stock options and employees. timing (if/when term sheet expires).

Construction 131

Construction Pricing Investment 131

Clouded Judgement

JULY 7, 2023

The strength was driven primarily by a jump in leisure, hospitality and construction. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Cloud 130

Cloud Construction Payment Features Subscription 130

SaaStock

JANUARY 25, 2019

from Astella Investimentos, Spectra Investments and others. Neoway is targeted to serve a diverse range of industries, including transportation, consumer goods, construction, oil and gas, health and pharmaceuticals, technology, telecoms, banks, and insurance companies and brokers, among others. CEO : Marcelo Lombardo. Founded : 2013.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Clouded Judgement

JUNE 5, 2023

Government spending takes many forms, including investment in infrastructure, provision of social services, and transfer payments like social security and unemployment benefits. Encouraging Spending and Investment : The goal of QE is to encourage more spending and investment in the economy. Taxes are straightforward.

Payment Services 169

Payment Services Cloud Government Banking 169

CloudGeometry

MARCH 3, 2022

Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices. Think beyond the cloud about what other resources you need to invest in making customers successful with your platform.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

Stax

APRIL 18, 2024

Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution. SaaS companies can invest in robust support infrastructure (e.g., ISV software products are tailored to meet the specific needs of industries and users.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

SaaSOptics

APRIL 22, 2022

The answer is in the construction of the indexes themselves. The “work-from-home” investment thesis likely contributed to some of the high and potentially unsustainable multiples of the new IPO’s such as Zoom and BigCommerce which were new additions to the index.

SaaS 78

SaaS Construction Trends Benchmarks 78

Clouded Judgement

JUNE 9, 2023

They were also more constructive on cloud optimizations bottoming. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Trends 130

Trends Cloud Azure AWS 130

Subscription Flow

DECEMBER 28, 2023

There are many people who have amazing SaaS business ideas, however, they do not have enough money to invest so that their ideas can be materialized. Today, metrics or KPIs have made it easier for investors to see if they should invest in a project or not. What should be done? Give up the idea?

Metrics 52

Metrics SaaS Finance Acquisition 52

Neil Patel

MAY 17, 2021

As with any other relationship type, find someone who understands and is willing to invest in you. Learn to Take Constructive Criticism. It’s only when you are open and receptive to constructive criticism that you’ll get the most out of your relationship with your mentor. There may be many people who can mentor you.

Social Media 128

Social Media Construction Technical Review Development 128

Tom Tunguz

MAY 8, 2018

Second, the OKR construct reinforced greater ambition. OKRs demand an investment and a commitment to the process. The VPs would do the same, and the directors, and the team leads and the individual contributors. This recursive deconstruction linked the highest level goals to the work of individuals.

Scale 130

Scale Construction Leadership Startup 130

Intercom, Inc.

JULY 21, 2021

At Intercom, we’ve invested a lot in deciding how we’ll work moving forward. In old-world offices, space typologies – that is, types of workspaces available – were very limited” – Niamh Flannery, Senior Design & Construction Project Manager. Thinking big, starting small.

Construction 138

Construction Technology Leadership Management 138

Frontegg

NOVEMBER 29, 2020

Spend the time and energy to invest in your product onboarding and customer support and customer success to ensure an amazing user experience. If you continue to look outward towards your users and customers for feedback and guidance, you will end up showcasing a carefully designed and constructed “customer friendly” final product.

SaaS 98

SaaS Software Review Social Media Technical Review 98

Tom Tunguz

MARCH 28, 2017

They measure their performance and optimize customer acquisition to maximize return on investment. Customer Operations could be very powerful construct for growing companies through end-to-end optimization of the customer journey. The creative marketing functions produce the fuel – the campaigns, the positioning, the art.

SaaS 124

SaaS Construction Engineering Acquisition 124

Tom Tunguz

AUGUST 19, 2015

This trend opposes the broader VC market’s investment patterns. Last the decline of social media investment is consistent with the rest of the market. Demo Day is a window into the future of consumer and enterprise investments. Looking into consumer YC startups more deeply, a few salient trends emerge.

Trends 100

Trends Startup Social Media Healthcare 100

Buffer Resources

MARCH 21, 2024

Cost and time saving: Creating new blog content requires significant upfront investment. Industry leaders, potential partners, affiliates, and collaborators monitor LinkedIn for relevant content and commentary. Repurposing, on the other hand, means taking existing self-created assets and distributing them for new channels.

Social Media 107

Social Media Engagement Branding Construction 107

Sales Hacker

MAY 6, 2020

Prequalifying a lead helps your team focus their energy on potential clients who are most likely to purchase, offering you the best ROI on your invested time and effort. Suppose you work for a construction company. This strategy works great for any projects with a defined end date — weddings, construction, etc.

Sales Hiring 72

Sales Hiring Construction Engagement AI 72