SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 203

Software Review Software Azure Cloud 203

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

SaaStr

MARCH 7, 2024

What’s your most recent disclosed investment? Embat is building the next-generation treasury management software. This includes real-time bank connectivity, treasury forecasting, payment automation and automated accounting and reconciliation with e.g. ERPs. What’s different about your fund / how you invest and support founders?

Payments 206

Payments Payment Services Payment Solutions Scale 206

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

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. We’ve previously discussed creating a financial model that encompasses cash flow, operations, revenue, and forecasting. Start with a free trial to make your financial modelling seamless.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

Clouded Judgement

SEPTEMBER 12, 2023

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

JUNE 20, 2023

The question on everyone’s mind - when will we see software re-accelerate? The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August. And I’m optimistic we’ll see reacceleration in software by the end of the year.

Cloud 161

Cloud Software Benchmarks Scale 161

SaaStr

MARCH 27, 2023

Most of the app sales and net retention comes from deploying software and tech-driven features that have 100% gross margin. 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.

SaaS Payments 214

SaaS Payments Technical Review Software Review Venture Capital 214

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

Clouded Judgement

APRIL 12, 2023

Less than half of the software universe is guiding above consensus, and the median guide has gone from ~2.5% Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. This is quite interesting.

Cloud 161

Cloud Software Benchmarks Retention 161

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. The Gen AI investments are coming. Follow along to stay up to date!

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Stax

MAY 20, 2024

Effective management of unearned revenue involves cash flow forecasting, using the right accounting software, and mitigating the risks associated with subscription churn. Common subscription types include software as a service (SaaS) subscriptions, streaming services, and subscription boxes of physical goods.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

Clouded Judgement

DECEMBER 20, 2022

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. This quarter more than half of cloud software businesses missed next quarters consensus. This is quite interesting.

Cloud 130

Cloud Software Review Software Benchmarks 130

SaaStr

SEPTEMBER 13, 2023

Sacks believes Series A or B is a better place to invest right now. Sacks calls it a software recession. 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.

SaaS Payments 220

SaaS Payments Payment Solutions AI SaaS 220

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

Point Nine Land

MARCH 15, 2022

Software developers are good at math and used to handling large amounts of data, so it’s strange that engineering teams tend to be less data-driven than other departments, isn’t it? The reason, I think, is that building software to bring data-driven processes to engineering teams (and earning their trust) is very hard.

Investment 52

Investment Underperforming Technical Team Sales Hiring Engineering 52

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.”

Cloud 130

Cloud Forecasting Subscription Payment Features 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. What’s been most surprising to me is how resilient software valuations have been in the face of pretty massive moves in rates. Clearly the bond markets are saying something different than software valuations. Yesterday the 10Y hit 4.7%

Cloud 183

Cloud Government Banking Software Review 183

SaaStr

MARCH 7, 2023

Pepper shares that ICONIQ, a venture capital firm with $10B under management, made fewer investments last year than ever before. 59% of companies are implementing software cuts. As software lovers, this one can hurt, but it makes sense when spending too much on nice-to-have tools vs. the must-haves.

Outsourcing Services 159

Outsourcing Services Scaling Venture Capital Forecasting 159

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. The gist of it is that Cost of Revenue includes costs that go into providing your Software as a Service. This is a v2.0 What’s their new CAC Payback Time?

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Stax

FEBRUARY 21, 2024

For modern Software as a Service (SaaS) companies, the automobile is replaced by primarily digital and cloud-based solutions and software. 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.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

SaaStr

AUGUST 10, 2022

And importantly — Atlassian sees and is currently forecasting no slowdown. The end state goal for software is 20%+. #7. Atlassian turns around and invests some of that savings in engineering and product. Atlassian is one of them. 5 Interesting Learnings. #1. No slow down from Atlassian. #2.

Scale 229

Scale Headcount Cloud Business Model 229

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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). Quite different then the expectation for acceleration in software in 2024.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

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 214

Scale Sales Hiring Scaling Venture Capital 214

CustomerSuccessBox

MARCH 2, 2022

The global customer success software market share will rise in 2022. It will register the CAGR of 24.43% for the forecasted period i.e Overview of the Customer Success Software market: The businesses in this sector are growing due to the personalized solutions they bring for serving the customers. It will grow from 978.22

Software Review 52

Software Review Customer Success Software Transportation 52

Tom Tunguz

JULY 23, 2016

Where is the budget to pay for your SaaS startup’s software coming from? Budget expansion implies the total amount of spending on software increases. Every security company should be calling them because they already have internal approval for new software. There are three possible pockets.

Software 100

Software Startup SaaS Forecasting 100

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Powell said the Fed staff no longer is forecasting a recession. I’m really looking forward to getting more data on software performance (and outlook for the rest of the year) as we get further into Q2 earnings season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

DECEMBER 7, 2015

The Ultimate Software Company is a $5.5B market cap provider of SaaS Human Capital Management software. Founded in 1996, the company initially sold licensed software and migrated to multi-tenant SaaS in 2002 with a product called UltiPro. Since 2004, Ultimate Software has generated positive cash flow.

Software 100

Software Marketing Forecasting Enterprise 100

Kraftblick

SEPTEMBER 26, 2023

How Can Kraftblick Help Your Software Company? ML allows the program to evolve without any human intervention, so the software becomes more and more effective over time. The customer can thus receive only the most important information on personal investments and goals. More about that here. corporate earnings.

Artificial Intelligence 96

Artificial Intelligence Technical Review AI Search AI 96

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We know software is impacted from macro - but how bad will it get? Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MARCH 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 141

Cloud Forecasting Subscription Payment Features 141

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

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. Follow along to stay up to date! This means we got commentary for the first time on May trends. Even a DCF is riddled with long term assumptions.

Cloud 141

Cloud Azure Trends Retention 141

Baremetrics

NOVEMBER 21, 2021

Accounting has four many tasks: Budgeting Cost allocation analysis Preparation of financial statements Forecasting While budgeting and the preparation of financial statements are tasks that overlap with bookkeeping, cost allocation analysis and forecasting are tasks often shared with finance management. What is an accountant?

Finance 98

Finance Payment Services Payment Features Forecasting 98

SaaStr

OCTOBER 30, 2021

A mentor of mine suggested that I reframe my search to seek out companies that I would invest in, instead of the other way around. He told me, you can invest time, talent, or treasure. Unfortunately for me, I had little experience, not much talent, and lacked the treasure/money to invest. It seemed like the best investment! .

Scale 261

Scale Sales Hiring Sales SMB 261

Baremetrics

APRIL 21, 2021

As a SaaS business, you’re competing not only for loyal customers and recurring revenue , but also for the attention of investors and major software companies who may want to purchase your product. Baremetrics can help you improve your SaaS finance model thanks to our robust forecasting capabilities in Flightpath. What Is SaaS Finance?

Finance 98

Finance Scale SaaS Forecasting 98

User Pilot

FEBRUARY 15, 2024

In this article, we’ve compiled our favorite software and conducted an in-depth review for each, highlighting their main analytics features and pricing. Mixpanel is a product analytics software that interprets and represents advanced data into visual, easy-to-read reports. Prices available upon request). Starts at $20/month).

Sales Funnel 94

Sales Funnel SaaS User Experience Forecasting 94