Clouded Judgement

APRIL 11, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Is Software Rebounding? One of my favorite data sets from the quarter was one my colleague Thomas pulled together. This is the data point shown for Q4 ‘23.

Cloud 177

Cloud Software Azure AWS 177

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 122

Investment Healthcare AI Business Model 122

Tom Tunguz

AUGUST 20, 2023

Since then, investing activity dropped precipitously. The red is a linear model based on data from 2010 to 2018 that predicts activity rates for each financing series of US & Canadian software companies. [1] The post-Covid surge in venture capital pushed valuations & activity to record breaking heights.

Investment 196

Investment Venture Capital Startup Finance 196

User Pilot

MAY 13, 2024

Is your team struggling to determine the return on investment (ROI) of product marketing strategies? In this article, we’ll take a look at a few powerful marketing analytics software, focusing on their features and pricing. Most marketing analytics software tools come with robust data visualization and reporting capabilities.

Software 105

Software Marketing Scale Social Media 105

Andreessen Horowitz

NOVEMBER 1, 2023

We’ve already used software to optimize countless tasks across countless industries, and it’s imperative that first-class software also be built to support one of the most important pieces of our public safety infrastructure. That’s why we are so proud to invest in Prepared. Prepared is the advanced data layer for 911.

Investment 113

Investment Wireless AI Data 113

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Let’s begin! User Skillset.

Data Analysis 128

Data Analysis Software Data Scale 128

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! ” Let’s dig in.

Software Review 183

Software Review Cloud Software Revenue 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 130

Payments Payment Services Payment Solutions SaaS Payments 130

Clouded Judgement

DECEMBER 21, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Subscribe now Is Software Rebounding? This is the first quarter we’ve heard that message, and a good leading indicator for the rest of the software buying universe.

Cloud 177

Cloud Software Benchmarks Retention 177

Subscription Flow

MAY 10, 2024

As public interest in fundraising has grown, people are increasingly invested in supporting the causes that resonate the most with them. Luckily, these problems are easily solvable by using an efficient and reliable recurring billing management software like, for example, SubscriptionFlow. Having recurring donors mitigates this issue.

Payment Solutions 84

Payment Solutions Payments Payment Methods Payment Services 84

SaaStr

MARCH 23, 2021

Battery Ventures recently put out its Software 2021 report with a ton of interesting learnings across the leaders in SaaS and Cloud. Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. Interesting ways to see the data! A few top takeaways: #1.

Investment 235

Investment SMB Acquisition Cloud 235

SaaStr

OCTOBER 20, 2022

In my own portfolio , more of my investments had a record month in October than a rough month. And they say 2023 will be a banner year for enterprise software spend at least — growing a stunning 11% to $880 Billion. 32% are increasing investment in artificial intelligence (AI) and 24% in hyperautomation”, per Gartner.

Forecasting 237

Forecasting Artificial Intelligence Software Business 237

Tom Tunguz

DECEMBER 11, 2022

Both of these data points imply public multiples have room to grow. Average Software Public Value. As Michael Mauboussin writes in Expectations Investing , there’s information in price. That data point means at 8.4x Second, the multiple is 8.4x NTM revenues. The M&A market may be thawing a bit. Revenue, $m.

Acquisition 240

Acquisition Startup Software Pricing 240

Tom Tunguz

MAY 4, 2022

I wrote down five data points that struck me: Q1 2022 was the most active quarter ever in Angellist history, and likely venture history. 100m post is consistent with what I’ve seen in the market for the most sought-after investments. This data point confirms founders have maintained leverage in fundraising conversations.

Data 234

Data Healthcare Marketing Construction 234

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. So until we get that data, we’ll see short term moves more tied to rates. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

User Pilot

OCTOBER 26, 2023

What is software ROI and how to measure it? 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. Calculating software ROI is crucial for informed decision-making for technology investments.

Outsourcing Services 105

Outsourcing Services Software Outsourced Development SaaS 105

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. Does the data support it? Investing in growth is not only normal, is essential.

Cloud 130

Cloud Software Sales Hiring Scale 130

Stax

MAY 6, 2024

When you think about growing your business, improving data security probably isn’t at the top of your list—and that’s understandable. However, the last thing you want to do is neglect data security. We talked about PCI compliance (and beyond) and what organizations can do to stay on top of all things data security.

Payment Services 88

Payment Services Merchant Services compliance SaaS Payments 88

Clouded Judgement

SEPTEMBER 12, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. ” Source: company filings Let’s get into some high level data. However, the median beat of consensus estimates ticked up slightly from 1.7%

Cloud 169

Cloud Software Benchmarks Retention 169

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 234

Software Review SMB Enterprise Software 234

Clouded Judgement

JUNE 20, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. The question on everyone’s mind - when will we see software re-accelerate? Of course, these two charts show historical (ie lagging) data.

Cloud 161

Cloud Software Benchmarks Scale 161

Andreessen Horowitz

APRIL 27, 2023

With the inflection of large language models (LLMs), we’re witnessing a paradigm shift in software development and the computing industry as a whole. It’s like the Internet all … The post Investing in Pinecone appeared first on Andreessen Horowitz. AI is happening and a new stack is forming before our eyes.

Investment 83

Investment Artificial Intelligence AI Software Development 83

Tom Tunguz

MARCH 1, 2020

It includes a basket of all the next-generation software companies since 2014.* The bigger question is whether software purchasing habits change because of reduced travel and networking. Note, I have changed my data source for forward multiples which means that some of these numbers are not the same as in previous charts.

Software 273

Software Travel Startup Technology 273

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

Andreessen Horowitz

APRIL 27, 2022

It’s one of the few aspects of computer science that you can’t hide with a thin layer of software. It is needed as data … The post Investing in Convex appeared first on Andreessen Horowitz. Really hard. However, as applications scale, distribution becomes a necessity.

Investment 87

Investment Scaling Software Data 87

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 185

Software Review Software Azure Cloud 185

Clouded Judgement

APRIL 12, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Less than half of the software universe is guiding above consensus, and the median guide has gone from ~2.5% At the same time, forward guides are also weakening.

Cloud 161

Cloud Software Benchmarks Retention 161

SaaStr

JANUARY 11, 2024

What’s your most recent disclosed investment? seed round for Prequel, a data syncing tool that allows a company to push/pull data to their customer’s data warehouses (Snowflake, Redshift, BigQuery, etc…). What’s your sweet spot for investing — check size, stage, type of deal? Why did you do the deal?

Technical Review 269

Technical Review Scale Management Sales Hiring 269

SaaStr

MAY 9, 2024

What’s your most recent disclosed investment? My most recent investment was Owner.com. Activant Capital is thrilled to have invested in Owner multiple times already. #2. What’s your sweet spot for investing — check size, stage, type of deal? What’s different about your fund / how you invest and support founders?

Scale 199

Scale Headcount Travel B2B 199

How To Buy Saas

APRIL 29, 2024

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

Systems Review 52

Systems Review Software Review Cloud Software 52

User Pilot

MARCH 20, 2024

Software monetization can be complex to deal with. You can implement many software monetization strategies in your product, but picking the right one can be a challenge. This article will go through 13 software monetization solutions to help your software product create great revenue streams and drive product growth.

Software 59

Software Revenue Strategy Advertising 59

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Software Review 224

Software Review Outsourcing Services Software Outsourced Development 224

SaaStr

MARCH 14, 2024

What’s your most recent disclosed investment? In a world consumed by software we believe that a tremendous amount of value will come from the connective tissue between the systems, sharing data proactively across apps to drive the most seamless and effective software stack. Why did you do the deal?

Scale 190

Scale B2B Investment Acquisition 190

Kellblog

JULY 17, 2022

Go sell some software. Go sell some software. Go sell some software. Go sell some software to prove there’s a market. Hex : a modern platform for data science. Cyral : the last line of defense for data. Invest enough to look good and keep up with the Joneses. Do want to build a brand?

Branding 130

Branding Startup Software Sales Recruiting 130

FastSpring

DECEMBER 7, 2023

In this episode of Growth Stage, Carl will dives into his experience running acquisitions of SMB software businesses, including: His thoughts on what makes a software company a good target for an acquisition by a brand. What factors beyond financials makes a target even more valuable. I’d like to welcome Carl Hargreaves.

Software Review 146

Software Review Technical Review Development Team Review Branding 146

Clouded Judgement

DECEMBER 20, 2022

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. This is quite interesting. At the same time, the median guidance was 0.1%

Cloud 130

Cloud Software Review Software Benchmarks 130

SaaStr

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. SaaS Market Snapshot In Q1 of 2023, Vendr gathered data on SaaS Spending and yielded some pretty interesting results. Why is this? Well, they’re sticky.” weakest link.

VP of Engineering 235

VP of Engineering Trends Cybersecurity Sales Hiring 235