Clouded Judgement

SEPTEMBER 1, 2023

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).

Software Review 195

Software Review Software Cloud Revenue 195

Predictable Revenue

AUGUST 29, 2023

Debra Senra joined the Predictable Revenue podcast to discuss changes in sales leadership over the last 18 months and her insights. The post Beyond the Deal: The Importance of Post-Sale with Debra Senra appeared first on Predictable Revenue.

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Sales Revenue Leadership Development 130

Tom Tunguz

AUGUST 26, 2023

On Friday, Klaviyo filed their S-1 - one of the first software companies to do so since the beginning of the economic downturn in late 2022. It’s a marvel of business with strong growth, great efficiency & the potential to reignite interest in SaaS IPOs. Klaviyo is a customer data platform company which ingests marketing data & empowers their customers to automate their marketing with data & AI.

Benchmarks 149

Benchmarks Marketing SaaS Venture Capital 149

TurnKey Labs

AUGUST 29, 2023

There’s a saying in the business world, “Time is money.” Especially when considering software development outsourcing, effective time management and using time zone management tools become pivotal for seamless collaboration and project success. Software offshoring, or outsourcing software development to offshore software development teams, has become a sought-after cost-saving strategy.

Software 52

Software Outsourced Development Management Software Development 52

Speaker: John Mansour - President, Product Management University

You know that sinking feeling. You’ve come up with a winning product strategy, everyone’s on board and energized, and you’re halfway down the path to execution only to have it submarined by something someone convinced your leadership was more strategic! It’s a scenario that’s all too familiar and it exemplifies one of the biggest struggles with individual product strategies.

Strategy

SaaStr

AUGUST 30, 2023

Dear SaaStr: What Do VCs Do When They Aren’t Sourcing or Closing New Deals? VCs don’t spend most of their time working on new deals. They spend most of their time on existing investments. Imagine you are a VC on 9 boards of directors: Board meetings alone can take 20% or more of your time. Each board meeting takes a half day including travel, prep, etc. 9 boards x 8 meetings a year x 0.5 days = 36 business days right there.

Investment 236

Investment Travel Interviewing Business 236

Entrepreneur - SaaS

AUGUST 29, 2023

From starting an online business to publishing an ebook, these are smart passive income ideas to help you get started.

Business 143

Business 143

Buffer Resources

AUGUST 31, 2023

When Aprilynne Alter started her YouTube channel in 2021, she didn’t expect it to grow the way it did. Her content about learning how NFTs work and documenting her progress in creating them attracted an audience of more than 22,000 subscribers. In the process, she learned how to grow on YouTube and gained an appreciation for the medium. But NFTs and the broader web3 space weren’t Aprilynne’s topic of choice.

Strategy 102

Strategy Software Development Education Engagement 102

User Pilot

AUGUST 30, 2023

Want to improve the product experience at every stage of the customer journey? Heat map tools allow you to track user actions on your website or app. You can understand customer pain points, identify friction at different touchpoints, and improve your product accordingly. In this article, we’ll cover the 10 best heat map tools to help you choose the one most suited to your business needs.

Scale 105

Scale User Experience Metrics Pricing 105

Nimble - Sales

AUGUST 30, 2023

Navigating the constantly evolving landscape of the consulting industry presents its challenges, often requiring professionals to stay attuned to the latest insights and strategies. Along this journey, consultants inevitably encounter obstacles that prompt them to explore innovative solutions, including the incorporation of modern technologies like specialized apps.

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Consulting Innovation Strategy Technology 86

Advertiser: ZoomInfo

One of the biggest challenges for any B2B marketer is understanding your prospects’ next move — who is most likely to buy and when. Without these insights, marketing campaigns can feel more like guesswork, with high investment and little return. We’re here to tell you there’s a better way. By tracking buyers’ digital footprints and online activity, such as website visits, product reviews, and spikes in content consumption, you can engage prospects with a message that really resonates.

Data

SaaStr

AUGUST 28, 2023

Nathan Latka of Founderpath is hosting a new bootstrapper workshop track at SaaStr Annual 2023 in our Executive Briefing Center. Anyone with a full pass can sign up through the Braindate app (the sessions are tagged as workshops / Super Braindates). Nathan is also giving out some tickets to his base as well. Next Week: 13 Bootstrappers On Stage, 9 Revenue Graphs, 18 SaaS Templates, 2 Book Signings ” We’re putting our money where our mouth is.

SaaS 243

SaaS Revenue Enterprise Scaling 243

The Daily Egg

AUGUST 29, 2023

Drip is more than just the sound of a leaky sink or a slang term for your freshest outfit—it’s also an email. The post Drip Review appeared first on The Daily Egg.

Marketing 225

Marketing 225

Tom Tunguz

AUGUST 29, 2023

Large-language models have transformed how millions interact with products : from customer support to code generation to legal document analysis. These new engagement models invite users through a meaningfully different product journey. Every application now speaks English. Understanding user behavior is essential to building great products. How should a product manager gauge the customer experience?

Artificial Inteligence 185

Artificial Inteligence User Experience Customer Support Engagement 185

Sparktoro

AUGUST 30, 2023

Generative AI, and ChatGPT in particular have been catnip to the tech press, the mainstream media, and the conversations of professionals in nearly every field. How is it going to disrupt your work?! Will AI replace you? Are Hollywood writers, real estate agents, dog walkers, and anesthesiologists even useful anymore?

ChatGPT 145

ChatGPT AI Data 145

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In today's tech-driven world, software companies are poised at a pivotal crossroads. This article delves into the transformative power of adopting a payments-centric mindset. Beyond mere transactional mechanisms, integrated payments offer a plethora of strategic benefits and user experience enhancements. Dive into the dynamics of how this integration can amplify a software company's value proposition, making them not just observers but active propellers of digital commerce.

Payment Solutions

SaaStr

SEPTEMBER 1, 2023

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.

Sales Hiring 226

Sales Hiring Scale Sales SaaS 226

Andreessen Horowitz

AUGUST 30, 2023

“Teldar Paper, Mr. Cromwell, Teldar Paper has 33 different vice presidents, each earning over 200 thousand dollars a year. Now, I have spent the last two months analyzing what all these guys do, and I still can’t figure it out. … The post BarbAIrians at the Gate: The Financial Opportunity of AI appeared first on Andreessen Horowitz.

AI 141

AI 141

Tom Tunguz

AUGUST 31, 2023

Open source software has evolved from a movement into a big business. Gitlab, Confluent, Databricks, MongoDB, Elastic, Snyk, Hashicorp, Mulesoft, have become huge companies using open source software. Across, just these they have generated about $100b in market cap. Company Status Market Cap or M&A Value, $B Databricks Private 38 MongoDB Public 28 Confluent Public 10 Gitlab Public 7.7 Elastic Public 7 Mulesoft Acquired 6.5 Hashicorp Public 5.5 Total 104 Early on, open source pioneers viewed

Business Model 155

Business Model Scale Business Sales Funnel 155

User Pilot

AUGUST 31, 2023

What is customer acquisition for SaaS, and how can you leverage it to drive sustainable growth ? This article answers that and more. You’ll learn: The different stages of the acquisition funnel Teams responsible for acquisition Why the process doesn’t end when customers sign up to use your tool Effective customer acquisition channels and how to reduce customer acquisition cost How to measure your customer acquisition efforts TL;DR Customer acquisition refers to the actions and strate

SaaS Payments 110

SaaS Payments Acquisition SaaS Metrics 110

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Embedding dashboards, reports and analytics in your application presents unique opportunities and poses unique challenges. We interviewed 16 experts across business intelligence, UI/UX, security and more to find out what it takes to build an application with analytics at its core. No matter where you are in your analytics journey, you will learn about emerging trends and gather best practices from product experts.

Interviewing

SaaStr

SEPTEMBER 1, 2023

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 (!!

Scale 225

Scale SaaS SMB Sales Hiring 225

Andreessen Horowitz

AUGUST 29, 2023

TABLE OF CONTENTS FedNow finally launched. Now what? After four years of development (and 10 years since its announcement), the Fed launched FedNow this past July with 41 banks, including JPMorgan Chase, BNY Mellon, and U.S. Bancorp, and 15 service … The post What’s Next for FedNow (August 2023 Fintech Newsletter) appeared first on Andreessen Horowitz.

Banking 119

Banking Development 119

Tom Tunguz

AUGUST 26, 2023

On Friday, Klayviyo filed their S-1 - one of the first software companies to do so since the beginning of the economic downturn in late 2022. It’s a marvel of business with strong growth, great efficiency & the potential to reignite interest in SaaS IPOs. Klayviyo is a customer data platform company which ingests marketing data & empowers their customers to automate their marketing with data & AI.

Benchmarks 136

Benchmarks Marketing SaaS Venture Capital 136

User Pilot

AUGUST 30, 2023

It’s 2023, and customers have options. This makes it more important than ever to create products people actually want to use. But how do you do that? What strategies can you implement to drive acquisition and retention faster? How do you ensure your team doesn’t lose momentum along the way? The expert speakers at Product Drive 2023 will answer these and many more questions.

Scale 105

Scale SaaS Onboarding AI 105

Speaker: Shyvee Shi - Product Lead and Learning Instructor at LinkedIn

In the rapidly evolving landscape of artificial intelligence, Generative AI products stand at the cutting edge. These products, with their unique capabilities, bring fresh opportunities and challenges that demand a fresh approach to product management. This presentation unveils a comprehensive 7-step framework designed to navigate the complexities of developing, launching, and scaling Generative AI products.

AI

SaaStr

AUGUST 31, 2023

Huge congrats to @iDedupe + @elasticull and team @logikcull !! Proud to have been the first venture investor!! [link] — Jason ✨Be Kind✨ Lemkin  (@jasonlk) August 29, 2023 I was lucky enough to be the first venture investor in a next-gneration ediscovery startup, Logikcull, way back in 2015. A flash-back to them at $1m ARR or so here: Andy Wilson CEO has been part of SaaStr events and contents since then, and a great session below on how they scale, and a great post here on how they migr

SaaS 223

SaaS Scaling Acquisition Startup 223

Andreessen Horowitz

AUGUST 30, 2023

We believe artificial intelligence has the power to save the world —and that a thriving open source ecosystem is essential to building this future. Thankfully, the open source ecosystem is starting to develop, and we are now seeing open source models that rival closed-source alternatives. Hundreds of small teams and individuals are also working to make these models more useful, accessible, and performant.

Artificial Inteligence 95

Artificial Inteligence AI Data Investment 95

Buffer Resources

AUGUST 29, 2023

The world of social media and content marketing is a fast-moving space. Any individuals or teams working in those worlds know how essential it is to have the right tools in place to make everyday work flow more smoothly. At Buffer, not only are we writing and publishing blog and social media posts every day, we’re also a fully remote and distributed company.

Social Media 94

Social Media Systems Review Metrics Content Marketing 94

User Pilot

AUGUST 31, 2023

What do Figma, Slack, and Notion have in common? They all depend on network effects to deliver customer value and grow! In this article, we cover what network effects are and why they are important. We also look at a few examples of companies that leverage network effects to drive product growth. Let’s dive in! TL;DR The positive network effect is a situation when the product value grows when more users join.

SaaS 105

SaaS Customer Lifetime Value Social Media Acquisition 105

Advertiser: ZoomInfo

In this eBook, we’ll run through real-world examples that show how RevOps teams can benefit from modern solutions for the access, management, and activation of their GTM data. Whether you need to improve lead response times, boost adoption of core tools, improve lead qualification, or target and automate your GTM motions, you’ll find examples of how revenue teams are solving some of the toughest problems in modern business.

Revenue

SaaStr

AUGUST 31, 2023

We have 250+ Braindates already for SaaStrAnnual.com 2023 next week!! Amazing smaller, deep dive sessions with top leaders in SaaS and Cloud. The Most Popular 2023 Annual Braindates So Far: #1. Navigating Corporate Venture Capital: Strategic Benefits for Early-Stage Founders with Erin Yang, VP and Chief Technologist Workday Savannah Greene, Principle @ Workday #2: How Expensify Grew to 10M Users Through Word of Mouth Joanie Wang, Director of Marketing and Brand #3.

Venture Capital 222

Venture Capital SaaS Acquisition AI 222

Andreessen Horowitz

AUGUST 30, 2023

“Teldar Paper, Mr. Cromwell, Teldar Paper has 33 different vice presidents, each earning over 200 thousand dollars a year. Now, I have spent the last two months analyzing what all these guys do, and I still can’t figure it out. One thing I do know is that our paper company lost 110 million dollars last year, and I’ll bet that half of that was spent in all the paperwork going back and forth between all these vice presidents.

AI 95

AI VP of Engineering Payment Methods Payments 95

Entrepreneur - SaaS

AUGUST 31, 2023

Desde iniciar un negocio en línea hasta publicar un e-book, estas son ideas inteligentes con las que puedes empezar a generar ingresos pasivos.

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