Fri.Sep 01, 2023

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Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! 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?” Every week I post a number of charts and tables, but the most popular chart shows the software universe’s median revenue multiple, the long term average, and the 10Y (below).

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5 Interesting Learnings from Klaviyo at $650,000,000+ in ARR

SaaStr

So we’re finally, almost back from the IPO Drout in SaaS. The last SaaS leader to IPO was HashiCorp back in Dec 2021. After that, the public markets began a precipitous decline — leading to an almost 2 year pause in SaaS IPO. But now we’re almost back. You may not have heard of Klaviyo until recently, if at all. But it’s the #1 break-out leader in the Shopify ecosystem, and the numbers are stunning: $650m+ in ARR Growing a stunning 56.5% at this scale (!!

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How to Hire Offshore Software Developers: Your Must-Have Checklist

TurnKey Labs

Most startups need their teams to flex and contract based on workflow, product timelines, and deadlines. If you’re reading this, you already know that hiring offshore teams is a win/win. You need the best team possible — our checklist will help you get there. Table of Contents How Does an Offshore Software Development Model Work?

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The Top 10 SaaStr Posts on Hiring Your Very First Sales Reps

SaaStr

Ah, hiring those first 1 or 2 sales reps. So often, they are mis-hires. But when you get that Sales Magician — they really can be a game changer. If that’s you, hiring your first few sales reps, here are our Top 10 SaaStr Posts on Hiring Your First Few Sales Reps: #1. When You Hire Your First Sales Rep — Just Make Sure You Hire Two. A classic but updated post that now has become part of the SaaS playbook.

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Struggling to Scale Test Coverage Under Pressure?

When test coverage falls behind release velocity, quality suffers, and your team feels the consequences. This guide outlines when it makes sense to outsource quality assurance (QA), the risks to watch for, and how to scale testing without increasing headcount or slowing down engineering. You will learn how leading teams are leveraging external QA partners to expand coverage, enhance defect detection, and remain aligned with CI/CD timelines.

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Tech Hiring Trends 2023 and What to Expect in the Future

TurnKey Labs

Hold onto your VR headsets and tighten your haptic gloves! As we hurtle into 2023, the realm of tech recruitment is evolving at quantum speed.

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Tech-Infused Wellness: Pioneering Advances in Healthcare Technology

SaaS Metrics

Technology has revolutionized the healthcare industry in ways that were unimaginable a few decades ago. Gone are the days when physicians and healthcare professionals relied solely on their experience, intuition, and medical expertise to treat patients and prevent diseases. Today, tech-infused wellness is becoming an increasingly important aspect of healthcare delivery, with.

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Micro SaaS and Micro-dropshipping Synergy: An Introduction to Collaborative Possibilities

How To Buy Saas

In the ever-changing world of modern business, micro SaaS and micro-dropshipping have emerged as two shining stars in small-scale entrepreneurship. These small, flexible business models show what it means to be an entrepreneur. They use technology and creativity to carve out a niche in the vast e-commerce world. 1 What are Micro SaaS and Micro-Dropshipping?

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