SaaStr

JULY 4, 2025

The SaaS PE market is heating up again, and Thoma Bravo just made a big statement buying SaaS restaurant pioneer Olo for $2 Billion. Yesterday, Thoma Bravo announced they’re acquiring restaurant tech platform Olo (NYSE: OLO) for $2 billion in an all-cash deal. That’s $10.25 per share — a whopping 65% premium over Olo’s closing price on April 30th (the last trading day before acquisition rumors started swirling).

SaaS Payments

Clouded Judgement

JULY 4, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud

SaaStr

JULY 4, 2025

Overall, public B2B companies are struggling, with growth falling to new lows. But that’s overall. The ones selling outside of tech? Many are doing pretty, pretty, well. TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce.

Merchant Services

Scytale

JULY 4, 2025

Information security compliance is a key challenge that most startups must endure prior to doing business with any company that processes sensitive information. This is the harsh reality and it may be overwhelming for many startups that are in the infancy stages of their businesses. TL;DR Compliance is essential for startups, with frameworks like SOC 2, ISO 27001, and HIPAA required by most businesses to ensure data security.

Startup

Speaker: Kenten Danas, Senior Manager, Developer Relations

ETL and ELT are some of the most common data engineering use cases, but can come with challenges like scaling, connectivity to other systems, and dynamically adapting to changing data sources. Airflow is specifically designed for moving and transforming data in ETL/ELT pipelines, and new features in Airflow 3.0 like assets, backfills, and event-driven scheduling make orchestrating ETL/ELT pipelines easier than ever!

Data

SaaStr

JULY 4, 2025

Dear SaaStr: What Quota Should I Give to my Enterprise Sales Reps? For enterprise sales reps, quotas typically range from 3x to 5x their fully burdened on-target earnings (OTE). This means if your rep’s OTE is $200K, their annual quota should be somewhere between $600K and $1M in bookings. The exact number depends on your deal size, sales cycle, and how mature your sales process is.

Enterprise

SaaStr

JULY 4, 2025

At SaaStr’s packed AI Summit 2025 , Box CEO Aaron Levie and IBM VP of AI Raj Datta did a deep dive together with SaaStr’s Jason Lemkin on how B2B companies should think about AI agents. With 10,000 attendees—a massive jump from last year—the energy around AI agents was electric. Here are the top 10 learnings from their convo: 1. AI Agents Represent a Fundamental Shift from Software to Digital Labor The Key Insight : We’ve moved beyond chat interfaces to AI that actually perform

AI

TurnKey Labs

JULY 4, 2025

Whether you’re a junior developer or a seasoned engineer, you’ve probably solved a tricky bug, discovered a cool tool, or figured out a concept that once seemed impossible. But here’s the thing: how often do you share what you’ve learned? Technical blogging is one of the most underrated ways to grow as a developer.

Development

Tom Tunguz

JULY 4, 2025

If I have a dollar to invest in a stock or a crypto token, how do I decide? I need to compare across the two. Historically, that comparison was impossible. Crypto traded on a potent cocktail of hype, narrative, & the promise of a decentralized future. Perception drove valuations. That’s changing. The word “ revenue ” is no longer verboten in the world of crypto.

Revenue

Buffer Resources

JULY 4, 2025

I still can’t quite believe it happened: I was in London, attending SXSW, sitting in rooms full of people I’d only ever seen online. Since 2020, I’ve worked remotely — first as a new grad figuring things out, then as a content writer, slowly growing in confidence. But because I started my career right before the world shut down, I never had a chance to build the kind of in-person networking muscle that so many professionals talk about.

Transportation

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Outsourced Development