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The Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI Applications (And What It Means for Your SaaS Strategy)

SaaStr

Speech Processing (Text-to-Speech and Speech-to-Text) Healthcare is the obvious winner here. Efron prefers large industries (healthcare, legal, finance) over niche markets because there are more follow-on use cases to build. valuation by solving a problem that affected physician retention and patient care quality.

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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

As one report noted, companies with 120%+ net retention rates are commanding 11.7x revenue, with average at 6.0x revenue, with average at 6.0x revenue multiples—a 109% premium over the median. M&A Is Back! Melio’s $2.5B Exit to Xero — In Just 7 Years!

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5 Interesting Learnings from Hinge Health at $550,000,000 ARR

SaaStr

And revenue growth is accelerating 83% non-GAAP gross margins (+600 bps) $130M FCF (23% FCF margin) 117% NDR, 98% client retention. 117% NDR + 98% Logo Retention = The Holy Grail Combination The Numbers : 117% net dollar retention, 98% client retention, 3.4% raised, tripled on debut), CoreWeave ($1.5B

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IPO Offerings Are Already Up 62.5% This Year. With Much More to Come. We’re Back

SaaStr

The Bar is High (But Achievable) Healthcare and technology combined account for 58% of all deals and 50% of proceeds. Start your 12-18 month IPO preparation process now. Position for the Premium Tier The data shows a clear bifurcation: exceptional companies get exceptional valuations and returns, while mediocre companies struggle.

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How Do SaaS Companies Actually Make Money from Payments?

USIO

In a recent academic paper published by Springer, researchers noted that: “Usage-based pricing models align a provider’s growth with customer success, increasing both revenue potential and long-term retention.” — SpringerLink, Software Product Management and Pricing Models In other words: more usage = more transactions = more revenue.

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How to Leverage FedNow

USIO

Example: A SaaS that manages freelance marketplaces can offer FedNow-enabled payouts to gig workers, boosting satisfaction and retention. Healthcare, Insurance & Government: Streamline Disbursements Examples: Insurance companies can instantly reimburse claims. Healthcare systems can refund overpayments without delay.

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What is Vertical SaaS?

Stax

financial services, healthcare, real estate, eCommerce, etc.), electronic health records (EHRs) in healthcare—that allow for seamless data transfer and improved efficiency. That tight alignment means faster time-to-value for your users, higher adoption rates, and stronger customer retention. Deep domain expertise.