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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. ” required weeks of developer time to answer.

Payments 263
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5 Interesting Learnings from Atlassian at $4.75 Billion in ARR

SaaStr

Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. The Atlassian engine just keeps on running. So Atlassian is on a bit of a tear. Wall Street is happy. It’s driven Atlassian stock up +28% after the results: Is SaaS back? Let’s dig in. 5 Interesting Learnings: #1.

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Navigating Complex Pricing Models in the Subscription Economy

Blulogix

By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.

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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

As Checkr follows usage-based pricing, it’s a transactional business that needs to be managed differently than a typical subscription SaaS model since they only earn revenue when the customer is using the product. Implementing tighter feedback loops between customers and product/engineering teams.

Revenue 286
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Fuel the Engine of Product Growth with an Impeccable Framing Model

Speaker: Scott Sehlhorst - President, Tyner Blain

Usage by individuals then drives companies to purchase subscriptions or licenses. For this model to work, your product has to be genuinely desirable to the users you want to engage as the company's engine of growth.

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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Now, you still had to go out and hire engineers to build the product, build out the GTM team to build brand and distribution, etc. And now, engineering and distribution (go-to-market) constraints are greatly reduced with AI. Solutions like Cursor, Codeium, GitHub copilot, etc greatly democratized engineering.

Cloud 299
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How High-Performing Subscription Businesses Maximize NRR

Blulogix

By Inga Broerman How High-Performing Subscription Businesses Maximize NRR For subscription-based businesses, Net Revenue Retention (NRR) is the ultimate measure of growth and sustainability. High-performing subscription businesses use NRR as a growth engine , ensuring that renewals and expansions outpace any losses from churn.