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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. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

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85% of Business App Trials Start on Day 0. Don’t Waste Your Shot. The Latest Data from 75,000 Apps and RevenueCat

SaaStr

I’m fortune that SaaStr Fund was the first investor in RevenueCat in 2018 and today it’s grown into the #1 tool to manage mobile subscriptions, powering 40% of all mobile subscription apps, and even ChatGPT’s mobile app itself. So they see 40% of all mobile subscriptions — and a ton of data from it.

Data 208
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Cyber Weekend Benchmarking Data: 2024 SaaS and Software Holiday Spend Report

FastSpring

Because FastSpring is a merchant of record for over 3500 companies that use our platform daily, we can analyze aggregate sales data for benchmarking insights into Q4 for your SaaS or software business. trends in year-end SaaS and software sales data. Up-to-date global trends in year-end SaaS and software sales data.

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Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021

SaaStr

There’s a lot of great data in the report, but one analysis helped answered a question I’ve been wondering the past 12-18 months: Are start-up actually more overvalued today than at the peak of Cloud mania in 2021? So Battery Ventures has a new detailed report on The Open Cloud you can dig into here. in 2021 to 23.4x

Startup 293
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Reaching Unreachable Candidates

Speaker: Patrick Dempsey and Andrew Erpelding of ZoomInfo

Find and connect with the right talent to fill roles fast with these tools: More data! We have added 10's of millions of personal emails and mobile records. Export results: Easily export candidate data (including contact info) to Excel, shared with colleagues to review or upload in bulk to a recruiter's applicant tracking system.

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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)

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How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

SaaStr

It starts with silicon chips, GPU, and data centers. After that, you have infrastructure around the models, helping you pick the right models or managing the data to be fed into the models. Previously, we had enough data centers to power a lot of CPU computing needs. Then, there are models like GPT4 and Claude from Anthropic.

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