Baremetrics

MAY 20, 2021

Having a good cash forecasting model can give you a pretty good idea. This guide will introduce you to cash forecasting models, their benefits and challenges, and some tips for keeping your business's cash flow healthy. All the data your startup needs 1 What is Cash Forecasting? What is Cash Forecasting? start free trial.

Forecasting 98

Forecasting SaaS Payments Payment Methods Payments 98

SaaSOptics

DECEMBER 20, 2021

Everything You Need to Know About SaaS Sales Forecasting Methods. Forecasting is an essential practice for growing businesses, especially considering the lightning-fast speed at which technology and the internet continue to change. Forecasting is particularly essential—and challenging—for B2B SaaS companies. What is Forecasting?

Forecasting 94

Forecasting Deferred Revenue SaaS Sales 94

Tom Tunguz

SEPTEMBER 16, 2017

How much should a SaaS startup invest in sales and marketing at different stages of the business? Sales and marketing investment depends on many different factors including establishing product market fit, the business’s sales model (inside, field, freemium), and not least, cash balance and fundraising capacity.

Investment 274

Investment Startup Marketing SaaS 274

InsightSquared

MARCH 11, 2020

Sales forecasting is a massive challenge. That’s why we introduced InsightSquared Forecasting : a collaborative approach to sales forecasting that supports the whole sales organization. . In our webinar, “ Nail Your Forecast with InsightSquared ”, you filled every minute of our Q&A with solid questions — and then some!

Forecasting 71

Forecasting Machine Learning Artificial Intelligence Sales 71

IT World

MARCH 1, 2022

Video conferencing platform Zoom issued a dissapointing forecast as part of its 2022 fourth quarter financial results last night , as some workers start to return to the office and customers slow down their investment in video technology. While quarterly revenue was up 21% year-on-year to $1.07

Forecasting 72

Forecasting Revenue Technology Investment 72

InsightSquared

MAY 25, 2021

Industry-first Benchmark Study from InsightSquared and RevOps Squared Reveals Top Avenues for Boosting Forecast Accuracy include Improved Data Quality, Increased Sales Rep Accountability and Automation . Only 25 percent of companies report their sales reps, those closest to the deals, are involved in the forecasting process.

Forecasting 62

Forecasting Artificial Intelligence Sales Hiring Benchmarks 62

Sales Hacker

FEBRUARY 17, 2022

What sales investments should you focus on in 2022? The AI power in these systems can produce powerful insights throughout the entire revenue cycle, shaping how leaders make decisions about deal management, forecasting, and other revenue-generating activities. Times are changing, and it may be time for some investments to change, too.

Scale 89

Scale Investment Sales Forecasting 89

Clouded Judgement

MARCH 29, 2024

For the majority of the software universe, Q4 earning season was not a catalyst for future forecasts to go up. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Past performance is no guarantee of future performance.

Cloud 278

Cloud Forecasting Subscription Payment Features 278

Sales Hacker

JULY 1, 2021

But the reality is that human-based forecasting is subjective and error-prone. A miss in a sales forecast creates pessimism in your market and might impact how your company allocates resources. Business success depends on forecast accuracy , but what happens if the inputs are flawed? Let’s take a look at a case study.

Forecasting 78

Forecasting Sales Artificial Intelligence Systems Review 78

SaaStr

MARCH 7, 2024

What’s your most recent disclosed investment? This includes real-time bank connectivity, treasury forecasting, payment automation and automated accounting and reconciliation with e.g. ERPs. What’s your sweet spot for investing — check size, stage, type of deal? Check that out here. Why did you do the deal?

Payments 197

Payments Payment Services Payment Solutions Scale 197

SaaStr

MARCH 27, 2023

They are really, really good at forecasting. They invest in the right tools, and in the right team, to understand the impact. Then they really invest in recovering the CAC as soon as possible. Recommendations Forecast in next-12-month increments, update your assumptions frequently, and build multiple scenarios.

SaaS Payments 197

SaaS Payments Technical Review Software Review Venture Capital 197

Point Nine Land

DECEMBER 1, 2020

A methodology in five simple steps I learned how to run forecast and pipeline reviews, first, by distilling what my sales managers did when I was a sales rep and, then, building my own systems as a sales leader at Revinate, at Framer, and advising a number of B2B SaaS companies. Why forecasting? I’ll suggest two perspectives here.

Systems Review 59

Systems Review Development Team Review Forecasting Software Review 59

OPEXEngine

NOVEMBER 17, 2020

This uncertainty has made it much more difficult for most businesses to accurately forecast growth, operating metrics, and liquidity. To better prepare for the future, and any challenges and opportunities it may hold, companies need to invest the time to refine their forecasting capabilities. Include sufficient detail.

Forecasting 52

Forecasting Finance Headcount Communication 52

OPEXEngine

FEBRUARY 2, 2021

In times of heightened uncertainty like these, it’s important to remember to focus on what you need to know about the companies you’re invested in. And even though revenue forecasts might be highly uncertain, most managers have a good idea of how much it will cost them to operate their businesses under different scenarios.

Forecasting 40

Forecasting Underperforming Technical Team Headcount Scale 40

How To Buy Saas

NOVEMBER 3, 2023

It requires strategic investments and a proactive approach to growing your money. If you’re keen on multiplying your wealth, buckle up because we’re about to unveil a game-changing strategy that combines education and smart investing. By enrolling in relevant courses, you equip yourself with valuable skills and insights.

Education 40

Education Investment Artificial Intelligence Finance 40

Baremetrics

OCTOBER 20, 2023

Just as you want to understand what’s happening in your market so you can make smart investments with product development, you also need a firm grasp on what’s happening with your company's financials When you’re running a business, you always want as much information as possible to make the best business decisions you can.

Forecasting 52

Forecasting Revenue Business Software 52

Tom Tunguz

JULY 19, 2023

Customers’ buying processes have slowed , creating pipeline shocks that challenge sales forecasting. Others focus on winning competitive share by investing in sales & marketing. Muted valuation multiples have replaced the neon pink sticker price valuations of the early 2020s. The M&A & IPO markets are quiet.

Forecasting 168

Forecasting Startup Pricing Investment 168

SaaStr

JUNE 1, 2023

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. The company is trusted by more than 30,000 companies, over 5,000 investment funds, and half a million employees for cap table management, compensation management, liquidity venture capital solutions, and more.

Scale 188

Scale Payments Payment Solutions Artificial Intelligence 188

InsightSquared

MARCH 5, 2021

That made it difficult to assess the health of my funnel and have confidence in the forecast that I was accountable to deliver. . There simply is not enough value or ROI for them to invest the time necessary to deliver the quantity of CRM opportunity updates over the life of an opportunity.

Forecasting 62

Forecasting Underperforming Technical Team Revenue Data 62

Point Nine Land

MARCH 15, 2022

Why we invested in Athenian was originally published in Point Nine Land on Medium, where people are continuing the conversation by highlighting and responding to this story.

Investment 52

Investment Underperforming Technical Team Sales Hiring Engineering 52

Kellblog

FEBRUARY 2, 2021

Just a quick post to highlight that I’ll be speaking in a panel discussion with Mihir Jobalia , managing director of technology investment banking at KPMG, and Dan Fletcher , vice president and member of the value creation team at Vector Capital on 2/23/21 at 11AM pacific time. What is the Next SaaS Finance Technology Stack?

Forecasting 57

Forecasting Finance SaaS Banking 57

Clouded Judgement

JANUARY 26, 2024

And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI. ServiceNow has been investing, innovating and preparing for this wave for years, which is why we're catching it so early. The Gen AI investments are coming. Altimeter is an investment adviser registered with the U.S.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

JANUARY 13, 2023

That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.” Individual company performance is more of the bottoms up analysis on forecasts.

Cloud 130

Cloud Forecasting Subscription Payment Features 130

SaaStr

DECEMBER 13, 2020

Investors stop boasting about their investments. Because the rough quarter wasn’t communicated and managed right. When you have a stumble, dispassionately and logically re-forecast. have to try to re-forecast on their own — they’ll quickly lose confidence in your ability to do so.

Forecasting 356

Forecasting Communication SaaS Scaling 356

SaaStr

FEBRUARY 28, 2023

It’s communicating empathy and value, and shifting the messaging you’re delivering to your customers, investing in customer relationships. The third piece here is investing in your customer relationships. This isn’t just about investing in expansion, cross-sell, and upsell.

Sales 202

Sales Management Operational efficiency. Forecasting 202

Stax

FEBRUARY 21, 2024

By analyzing the SaaS Magic Number, SaaS companies can determine how well their revenue-driving investments (in sales, marketing, and customer retention) are translating into actual revenue growth. Focus on lowering marketing costs and optimization before investing more. This is where the SaaS Magic Number becomes particularly handy.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

Tom Tunguz

JUNE 30, 2021

With that backdrop, the first quant funds formed to forecast price swings in commodities and capitalize on correct calculations. Using large volumes of data collected by hand in the cocoa markets of Africa for example, econometricians developed models and reshaped investing. However, it sparked a new wave of quantitative investing.

Innovation 186

Innovation Marketing Banking Forecasting 186

SaaStr

SEPTEMBER 20, 2022

You can re-forecast once a year, max. Most VCs can afford to lose the first check they invest in you. You know when that fancy VP of Sales you hired isn’t going to work out. So share it early, before anyone else can even see it. That builds more trust than you can imagine. After that, it’s just a miss, and accept it.

Venture Capital 343

Venture Capital Sales Hiring Forecasting Startup 343

SaaStr

MARCH 7, 2023

Pepper shares that ICONIQ, a venture capital firm with $10B under management, made fewer investments last year than ever before. The forecasted median growth rate is more tepid now, around 35%. PST, to unveil the data behind effective scaling. It was a tough growth environment, but it feels like it’s changing in 2023.

Outsourcing Services 164

Outsourcing Services Scaling Venture Capital Forecasting 164

SaaStr

SEPTEMBER 13, 2023

Sacks believes Series A or B is a better place to invest right now. Escalator On The Way Up, Elevator On The Way Down For the last five quarters, every board meeting has been re-forecasting down. If you’re still re-forecasting down five quarters from now, you’re screwed. As a founder, if you plan on 80% success, that’s crazy.

SaaS Payments 208

SaaS Payments Payment Solutions AI SaaS 208

SaaStr

JULY 13, 2022

However, the revenue forecast accuracy and the realization of that revenue each month are more important. No control over forecast accuracy: SaaS founders don’t know how many leads they’ve generated. you’re invested in their growth as much as yours. We have an 80% conversion rate for our POCs.”.

Scale 212

Scale Sales Hiring Revenue Marketplace as a Service 212

Andreessen Horowitz

FEBRUARY 13, 2024

How is the company’s go-forward budget split across platform investments and program-specific spend? Financial statements (historical and forecasted) Some companies choose to include historical and forecasted income statements in the data room. How has money been spent to date, and how do you plan to spend it going forward?

Development Team Review 126

Development Team Review Technical Review Finance Systems Review 126

SaaStr

NOVEMBER 22, 2020

All of this will help create value and return on investment capital. There is a deliberate focus on market differentiation vs. market relevance as it relates to investment. Go-to-Market’s team leader must be a forecasting machine and predictability VP of Sales.

Scale 310

Scale Scaling Technical Review Systems Review 310

SaaStr

AUGUST 10, 2022

And importantly — Atlassian sees and is currently forecasting no slowdown. Atlassian turns around and invests some of that savings in engineering and product. Atlassian is one of them. It’s now growing 36% at $3 Billion in ARR, just about the same as the past few quarters. 5 Interesting Learnings. #1.

Scale 216

Scale Headcount Cloud Business Model 216

SaaStr

NOVEMBER 8, 2021

So when building out your forecast, do the math and work backwards to the top of funnel metrics you need under this 20-20-20 framework. #2 .” That is certainly doable… but in a noisy world with hundreds of SaaS companies competing hard for the same developers on GitHub, by no means is driving that “traffic” easy.

Scale 297

Scale Cloud Forecasting Pricing 297

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. Although the conversion rates would eventually drop as lower quality leads would come to your site, you could account for that in your forecast. This is a v2.0

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

SaaStr

FEBRUARY 24, 2023

Doug Pepper, General Partner at ICONIQ Growth, has invested in software and SaaS companies for 22 years, from seed to growth stage. Companies are thinking not just of the current year but forecasting demand and growth for the year ahead; this will influence hiring decisions.

Scale 197

Scale Sales Hiring Scaling Venture Capital 197