Baremetrics

SEPTEMBER 2, 2021

Most SaaS businesses adopt a subscription-based model supported by a recurring payment system. Setting up a recurring payment system can be complicated and requires the right tools to measure, manage, and review payments regularly. What is Recurring Billing? How Does Recurring Billing Work?

Payment Services 89

Payment Services Merchant Services Payment Features Payments 89

Sales Hacker

OCTOBER 11, 2021

Sales teams feel constant pressure to speed up time-to-revenue and quickly close deals. To help take some of the pressure off, companies focus on technology investments to help their sales teams increase win rates and accelerate revenue while automating a lot of the tedious, manual processes that prove to be a bottleneck in the sales cycle.

Payments 89

Payments Payment Services Revenue Payment Solutions 89

SaaStr

JANUARY 24, 2022

Was it misunderstanding bookings vs. ARR vs. GAAP revenue, was that the issue? It was too big a flag for a company at the edge of where I like to invest. With early revenue, you start thinking about churn and scalability of every aspect of the business, including product, infrastructure, customer support, sales and marketing.

Finance 323

Finance Outsourcing Services Systems Review Technical Review 323

Baremetrics

AUGUST 18, 2021

Overview Baremetrics Application of Baremetrics on Net Revenue and Operating Income Dashboards and metrics Forecasts Benefits of using Baremetrics Why Do You Need Baremetrics? Overview In general conversation, the terms revenue and income are interchangeable. These metrics are important in a subscription type of business.

Payment Services 90

Payment Services Payments Revenue SaaS Payments 90

ProfitWell

SEPTEMBER 24, 2019

One thing that can make operating a SaaS company tricky is the number of different revenue types you have to keep track of. And one of the types that a lot of companies miss is revenue backlog : the total unrecognized revenue across the term of a given subscription agreement. What is revenue backlog?

Payment Features 40

Payment Features Deferred Revenue Revenue Subscription 40

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? Cash inflow.

Forecasting 98

Forecasting SaaS Payments Payment Methods Payments 98

Blulogix

FEBRUARY 9, 2024

How Recurring Revenue Sustains Modern Businesses Amidst Uncertainty By BluLogix Team The Vital Role of Recurring Revenue In an era marked by rapid technological advancements and shifting consumer preferences, recurring revenue models have become the lifeline for modern businesses.

Revenue 52

Revenue Business compliance B2B 52

Clouded Judgement

JANUARY 26, 2024

Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI. The Gen AI investments are coming. Top 5 Median: 17.7x

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Baremetrics

AUGUST 3, 2021

We’re here to tell you that all revenue is good revenue. But there are nuances that you need to know when operating your SaaS business when it comes to revenue. Those nuances come into play when understanding the different types of revenue in your SaaS business. What is Revenue? Types of Revenue 1.

Payments 98

Payments Revenue Payment Services SaaS Payments 98

FastSpring

DECEMBER 20, 2018

What’s the story with subscriptions? If your digital business is just getting off the ground, subscriptions can be a lifesaver. Thanks to heavy up-front customer acquisition costs, SaaS startups often struggle with cash flow issues until they recover their initial investment.

Payment Features 90

Payment Features SaaS Payments Subscription Payment Solutions 90

Subscription Flow

NOVEMBER 23, 2023

These renewals frequently go unnoticed, and managers and their teams only become aware of them when the invoice shows up on their desks. Afterwards, we will then see how SubscriptionFlow can help you achieve all of that with the ease of its subscription renewal management capabilities.

SaaS Payments 59

SaaS Payments Payment Features Payments Strategy 59

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Q4 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q4 starting with revenue.

Cloud 177

Cloud Software Azure AWS 177

Baremetrics

MAY 13, 2021

Cash flow modelling software lets you use historical data from a time period to develop a forecast of your incoming cash from revenue. For SaaS businesses, you use your contraction monthly recurring revenue (MRR) , churn, and average revenue per customer in addition to other transaction data to predict your future cash flow.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

Baremetrics

SEPTEMBER 14, 2021

That’s why we are going to give you a list of all the best accounting tools for small businesses in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. Forecasting What are the features you need to consider for accounting tools? Ease of use 3.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

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

Baremetrics

DECEMBER 7, 2023

The benefits of a well-thought-out process includes increased visibility to your revenues, expenses, and cash flows, and a faster feedback loop to make your forecasting more operationally focused. If you get the setup wrong, you end up with bad data, incorrect reports and forecasts, which has a material impact on the business.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52

Stax

FEBRUARY 21, 2024

So, of course when it came to revenue-driving activities, Ford knew that success in marketing—and business—wasn’t about how much your marketing spend is, but how efficiently you spend it. Enter the SaaS Magic Number, which measures the return on sales and marketing spend in generating new subscription revenue.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

ProfitWell

JUNE 27, 2019

From CRM software to coffee beans, shaving blades to designer gowns, recurring billing is the lifeline for every subscription business. It’s easy to see why—automatic charges for subscriptions are simple and convenient for customers and predictable and sustainable for companies. What is recurring billing?

Merchant Services 76

Merchant Services Payment Features Payments SaaS Payments 76

Clouded Judgement

SEPTEMBER 29, 2023

The disconnect in rates and multiples is even more stark when we look at growth adjusted multiples (taking revenue multiples and dividing them by forward growth rates). So the big question we have to ask ourselves now - does the Fed have a better ability to forecast today than they have in the past? Overall Stats: Overall Median: 5.7x

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

DECEMBER 21, 2023

Q3 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q3 starting with revenue. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q3 ’23 revenue) / (Q3 ’22 revenue) - 1.

Cloud 177

Cloud Software Benchmarks Retention 177

Baremetrics

JULY 30, 2021

Chargebee is a company that offers a wide range of features and toutes itself as the leader in subscription billing management. Within their platform, users can manage various aspects of their online customers such as subscription, recurring billing, invoicing, payments, accounting, taxes, and more.

Systems Review 52

Systems Review Technical Review Payment Features Payments 52

Neil Patel

APRIL 12, 2021

They offer some of the best-known subscription boxes around, reflecting an increasingly popular (and potentially lucrative) business model. Why Should You Launch a Subscription Box? According to MarketsandMarkets , the subscription and recurring billing market will grow to around $7.8 Recurring Business Revenue.

Outsourcing Services 123

Outsourcing Services Payment Methods Subscription Payment Features 123

Subscription Flow

JANUARY 30, 2024

SaaS renewal management’s primary goal is to increase customer retention and in turn, recurring revenue growth. To encourage your customers to renew their subscriptions at the end of their term, a number of procedures and tactics are involved in devising your B2B SaaS renewal strategy.

SaaS Payments 59

SaaS Payments B2B Strategy Payment Services 59

SaaSOptics

MARCH 16, 2022

In this webinar recap, you’ll see the most significant trends in SaaS pricing, subscription management, metrics/analytics, and what they could mean for your business in 2022. Pros: Predictable revenue streams make it easy to forecast growth. Recognizing revenue . Trends in Subscription Management .

Trends 98

Trends B2B Scale Payment Features 98

Clouded Judgement

JULY 28, 2023

Powell said the Fed staff no longer is forecasting a recession. Here’s a quote: “So the staff now has a noticeable slowdown in growth starting later this year in the forecast, but given the resilience of the economy recently, they are no longer forecasting a recession.” Q2 GDP came in at 2.4%

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Baremetrics

SEPTEMBER 14, 2021

Key considerations specific to SaaS accounting Accrual Accounting vs. Cash Accounting Bookings, Billings, and Revenue Bookings Billings Revenue The Statements Metrics. When running a SaaS company, tracking revenue becomes a unique challenge. What Makes SaaS Accounting Different from Traditional Accounting?

SaaS Payments 93

SaaS Payments Payment Services Payments Payment Features 93

Baremetrics

AUGUST 22, 2021

In its simplest form, cash accounting is a system in which a company records expenses and revenues as the money changes hands. Accrual Accounting Statement of Cash Flows Cash Forecasting. You can move up expenses at the end of the year and push revenue forward to minimize your tax burden.

Payment Solutions 91

Payment Solutions Payment Methods Payment Services Payments 91

Chart Mogul

MAY 15, 2020

SevenFifty’s VP of Finance and Operations, Jonathan Tartell tells us how they used their existing revenue data to improve financial reporting and create a compelling vision for investors. The Challenge: Track revenue metrics and act on them. With ChartMogul, they were able to marry engagement metrics with revenue data.

Payment Features 52

Payment Features Payments Engagement Subscription 52

Chart Mogul

MAY 15, 2020

SevenFifty’s VP of Finance and Operations, Jonathan Tartell tells us how they used their existing revenue data to improve financial reporting and create a compelling vision for investors. The Challenge: Track revenue metrics and act on them. With ChartMogul, they were able to marry engagement metrics with revenue data.

Payment Features 52

Payment Features Payments Engagement Subscription 52

Tom Tunguz

FEBRUARY 24, 2015

The company has no visibility into their revenue growth. But when a repeatable sales process seems to have been discovered, it’s time to develop the startup’s revenue forecast. Additionally, and equally importantly, revenue forecasts provide a mechanism to articulate how much investment a revenue dollar requires.

Sales Recruiting 107

Sales Recruiting Revenue Startup Sales Hiring 107

Baremetrics

NOVEMBER 21, 2021

Bookkeeping includes the creation of source documents, such as bills, invoices, and journal entries, so that there is a record of all financial transactions. Accountants are involved in financial forecasting by visualizing revenue and expense data. What is a bookkeeper? A bookkeeper’s primary job is data entry.

Finance 98

Finance Payment Services Forecasting Payment Features 98

Clouded Judgement

MARCH 3, 2023

There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 12.2x

Cloud 141

Cloud Forecasting Subscription Payment Features 141

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. How to Plan for Your ASC 606 Revenue Recognition Scenario.

Forecasting 57

Forecasting Finance SaaS Banking 57

Clouded Judgement

SEPTEMBER 12, 2023

We will see this show up in revenue figures in a quarter or two. Regardless, as we round into Q3 we’ll start to “lap” the first tough quarters so it wouldn’t surprise me to see a number of companies accelerate their YoY revenue growth. ” Source: company filings Let’s get into some high level data.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

OCTOBER 27, 2023

I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

MAY 26, 2023

As such, they REDUCED their full year guide from 40% growth to 34% growth (a drop of ~$100m in expected revenue for the year) There were some positive data points: Number of queries actually grew 57% YoY (product rev grew 50% YoY). There’s a lot more volatility baked into these models, and they’re quite hard to forecast.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

JANUARY 6, 2023

” This all netted out to UBS reducing their ‘23 growth estimates from Azure from 27% to 25% (constant currency), and their AWS ‘23 forecast growth rate to 19% (current consensus is 22%). Revenue multiples are a shorthand valuation framework. Generally forward estimate revisions take time. Top 5 Median: 10.4x

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130