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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

Payments 281
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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm. Services opportunities are expanding.

AI 281
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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Things that used to require consultants became self-serve tools. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167
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Seven things B2B SaaS customer teams can learn from consumer subscription businesses

ChurnZero

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. 3: Make onboarding seamless.

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SaaS sales for startup leaders

Chart Mogul

This model typically requires a more hands-on, consultative approach, with sales reps working closely with potential customers over an extended period. ChartMogul combines lead, trial, opportunity, and subscription data together in a single system. Enterprise sales model The enterprise sales model is used for high-value, complex sales.

Scale 52
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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. Sales representatives should be equipped with the right content, messaging, and data to have consultative conversations that close deals. Lower upfront costs Say goodbye to expensive licenses and infrastructure costs.

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Salesforce vs HubSpot: CRM Titans Compared for 2025

How To Buy Saas

These organizations value Salesforces rich features and add-on modules, even if it means handling more complexity (often via dedicated admins or consultants). Weaknesses High cost (and TCO); complexity requires admin/consultant help often; can be overkill for simpler needs. Beloved by users for ease. Cost-effective for small teams.

Scale 52