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. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Overall Stats: Overall Median: 6.4x

Cloud 278

Cloud Forecasting Subscription Payment Features 278

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. Revenue, $M.

Investment 274

Investment Startup Marketing SaaS 274

Andreessen Horowitz

APRIL 23, 2024

So unless there’s some really obvious or transformative thing to do in your business today, it’s worth waiting a little bit to invest heavily in that. We’re experimenting with it, but we haven’t made a massive investment. Alex: Let’s forecast out. That data is not public. It’s 2034.

Payments 102

Payments Forecasting Payment Services Payment Solutions 102

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

InsightSquared

MARCH 5, 2021

Throughout his three decades of experience running revenue organizations, he has seen the good — and plenty of the bad. In this series, , he will share his experiences, providing other CROs and revenue leaders insights from his lessons learned. It is a treasure trove that can generate insights that will transform your revenue process.

Forecasting 62

Forecasting Underperforming Technical Team Revenue Data 62

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

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. Table of Contents. Conclusion. It is a SaaS analytics platform.

Payment Services 90

Payment Services Payments Revenue SaaS Payments 90

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

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

Sales Hacker

FEBRUARY 17, 2022

What sales investments should you focus on in 2022? Revenue intelligence. Revenue intelligence is a developing area when it comes to this, and one to watch. With revenue intelligence technology working for them, companies have a much more complete picture of their customers, which always boosts ROI on any sales initiatives.

Scale 91

Scale Investment Sales Forecasting 91

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

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

Sales Hacker

SEPTEMBER 18, 2020

Revenue Operations is at the forefront of a paradigm shift — to view the buyer’s journey as a seamless thread across multiple people, systems, and value propositions. This involves driving more new logo and renewal revenue, lowering customer acquisition cost, and increasing forecasting predictability. Execute FAST.

Technical Review 123

Technical Review Development Team Review Systems Review Engineering 123

Sales Hacker

SEPTEMBER 2, 2023

So that has many of us questioning which direction we should be heading toward in our modern day revenue tech stack? Which AI tools are going to make revenue operators’ lives immensely easier? Next highest priorities would be intent data (prefer 6Ssense), forecasting (Clari, Outreach, Gong), and content repository (Highspot).

AI 80

AI Revenue Scale ChatGPT 80

SaaStr

MARCH 27, 2023

One, when you have really high gross margins, your cost base actually increases much slower than your revenue base. Revenue growth is the Rule of 40 and you want that number to be above 40% generally. They are really, really good at forecasting. They invest in the right tools, and in the right team, to understand the impact.

SaaS Payments 209

SaaS Payments Technical Review Software Review Venture Capital 209

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 199

Scale Payments Payment Solutions Artificial Intelligence 199

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 87

Payments Payment Services Revenue Payment Solutions 87

InsightSquared

OCTOBER 2, 2020

Why Revenue Intelligence? Everything you thought you knew about managing your revenue operations was stamped with a giant question mark. From Dashboards to an Integrated, 6-in-1 Revenue Intelligence Platform. That’s where you can put our ML into action—identifying exactly where to prioritize and invest. .

Revenue 100

Revenue Machine Learning Artificial Intelligence Forecasting 100

Sales Hacker

JULY 1, 2021

Everyday business leaders attempt to understand and predict when revenue will land. 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. Every sales leader forecasted a drop in projections.

Forecasting 79

Forecasting Sales Artificial Intelligence Systems Review 79

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. Overall Stats: Overall Median: 6.0x

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

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

SEPTEMBER 21, 2021

The most important metric from growing companies is their ability to hit revenue growth targets to validate their current and future valuation. While sales pipelines provide a point-in-time snapshot of deals expected to close, the revenue generated over time from these opportunities is an overlooked part of the equation.

Scale 52

Scale Revenue Forecasting Systems Review 52

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

Intercom, Inc.

NOVEMBER 14, 2018

If you’re forecasting short on your global revenue target, do you know how you’ll make up the difference? Average revenue per account (also referred to as Average Transaction Size (ATS) or Average Sales Price (ASP)). New logo revenue. Net expansion revenue. Net new revenue attainment. Revenue sold per rep.

Sales Hiring 188

Sales Hiring Metrics Revenue Sales 188

SaaStr

FEBRUARY 28, 2023

It’s communicating empathy and value, and shifting the messaging you’re delivering to your customers, investing in customer relationships. So when doubling revenue and growth becomes more uncertain, they’ll be focused on their bottom line on cost savings and operational efficiency.

Sales 212

Sales Management Operational efficiency. Forecasting 212

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

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

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 111

Sales Recruiting Revenue Startup Sales Hiring 111

SaaStr

AUGUST 10, 2022

And importantly — Atlassian sees and is currently forecasting no slowdown. Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 8,800 employees, so an impressive ~$350,000 in revenue per employee. 20% growth in customer accounts leads to 36% revenue growth.

Scale 224

Scale Headcount Cloud Business Model 224

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

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

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

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

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

FastSpring

SEPTEMBER 24, 2020

Revenue vs. profit vs. income: The terms may seem synonymous and are sometimes even used interchangeably, but they tell different stories about a company. Revenue growth suggests an expanding business and in-demand product, but whether there is any financial gain for the business is determined by the income.

Payments 104

Payments Payment Methods Payment Features Payment Services 104

SaaStr

DECEMBER 13, 2020

Investors stop boasting about their investments. In fact, since revenue recurs in SaaS, everyone should hear about bad news before it materially impacts your MRR. When you have a stumble, dispassionately and logically re-forecast. What people don’t expect is not getting a heads-up on the unexpected.

Forecasting 356

Forecasting Communication SaaS Scaling 356