Clouded Judgement

JANUARY 24, 2025

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

SaaStr

AUGUST 11, 2024

As a reminder, the SaaStr Fund is investing $170,000,000 in seed and late-seed investments. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based A big week at SaaStr Fund! Some great news this week: #1. We led the U.S.

Cloud 300

Cloud AI Generative AI CTO 300

Clouded Judgement

MARCH 7, 2025

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 157

Cloud Forecasting Payment Features Subscription 157

SaaStr

JANUARY 24, 2022

I simply couldn’t get them to even remotely tie to his presentation deck. It was too big a flag for a company at the edge of where I like to invest. Not doing so may cost you in a lower valuation, less investment, or even losing an interested buyer or investor. I couldn’t even figure that out.

Finance 332

Finance Outsourcing Services Systems Review Technical Review 332

Clouded Judgement

FEBRUARY 14, 2025

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 144

Cloud Software Payment Features Subscription 144

Stax

OCTOBER 13, 2024

Users can view banking information, track monthly bills, track investments, manage credit card accounts, and much more. It is a subscription-based integrated payment platform that helps you process credit card payments. Quicken Inc.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

Clouded Judgement

OCTOBER 11, 2024

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JULY 12, 2024

Because your competitors are investing in AI efforts, you also have to invest in AI efforts. At the end of the day these investments might not immediately result in better business outcomes (ie more revenue), but they certainly lead to better end user experiences. Altimeter is an investment adviser registered with the U.S.

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

JUNE 19, 2024

You’ll also start to see the beginning of data that suggests the environment got harder as the year progressed (April quarter end companies presenting worse data) Historically, the median beat of consensus estimates is closer to ~4%. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

FEBRUARY 7, 2025

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

MARCH 1, 2024

” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Everything getting pre-empted.

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

MARCH 29, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Clouded Judgement

DECEMBER 1, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

Blulogix

DECEMBER 31, 2024

By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. For businesses, these models present tremendous growth opportunities, but they also introduce operational challenges that require precision, agility, and advanced technology.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

Clouded Judgement

AUGUST 30, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 274

Cloud Venture Capital AI Startup 274

Blulogix

DECEMBER 26, 2024

By Inga Broerman Building a Competitive Edge Through Channel Partnerships In an increasingly competitive subscription economy, channel partnerships have become a beacon for businesses seeking scalable growth and sustainable revenue streams.

Payments 52

Payments Payment Features Payment Services Scale 52

Clouded Judgement

SEPTEMBER 13, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 252

Cloud Forecasting Metrics Payment Features 252

SaaStr

FEBRUARY 14, 2023

When the overall interest rate is higher, you need to discount those future cash flows to the present to understand the value of the company today. But now, achieving all 5 metrics that Bartos presents will attract capital to get fair valuations for your business. A higher interest rate means a higher discount rate. 5x is best.

Metrics 261

Metrics Marketing SaaS SMB 261

Clouded Judgement

AUGUST 16, 2024

GenAI will empower companies to do more with software than ever before, and it will also increase the value of the software itself, unlocking new areas for innovation and investment. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

FastSpring

SEPTEMBER 16, 2022

About Our Presenters. Kurt is the head of product, payments, strategy, and corporate development at FastSpring, as well as the General Manager of Interactive Quotes (IQ). Kurt is the head of product, payments, strategy, and corporate development at FastSpring, as well as the General Manager of Interactive Quotes (IQ).

Pricing 146

Pricing Payment Solutions Payment Services Scale 146

SaaStock

JANUARY 25, 2019

Its focus is on helping companies handle financial routine and streamlining processes related to accounting, banks, stock, and electronic invoicing, among others. from Astella Investimentos, Spectra Investments and others. Vindi is a PCI-certified online payment platform for recurring billing. Founded : 2011.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Stax

MAY 23, 2025

New revenue streams With integrated payments, youre no longer just a software provideryoure also part of the transaction flow. That opens the door to revenue streams like: Payment processing fees Earn a share of every transaction processed through your platform. This is also a great way to future-proof their business.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

SaaStr

AUGUST 26, 2024

They explore the unique challenges and opportunities presented by different approaches, from subscription-based models to enterprise solutions. The conversation highlights the importance of tailoring customer success efforts to align with specific business goals and customer needs.

Benchmarks 293

Benchmarks Finance Business Model Forecasting 293

Blulogix

DECEMBER 19, 2024

By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.

Payment Features 52

Payment Features Subscription AI Search Artificial Intelligence 52

Stax

DECEMBER 20, 2023

Set rate processing Subscription rate processing TL;DR Interchange fees are not collected by your payment processor or bank; they go directly to the card-issuing banks. Generally, debit card transactions are much less expensive than credit card payments for you to process and come with a lower interchange rate than credit cards.

Payment Services 167

Payment Services Merchant Services Payment Methods Payment Solutions 167

SaaStr

OCTOBER 5, 2022

This might present a chance to complement product-led engagement with enterprise sales. Moving away from a subscription to a consumption-led model can bring several benefits to your business. Moving away from a subscription to a consumption-led model can bring several benefits to your business. Invest in a repeatable playbook.

VP of Engineering 245

VP of Engineering Scale Scaling Sales Hiring 245

Clouded Judgement

JULY 16, 2024

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. We recognize revenue from our SaaS contracts ratably over the term of the subscription period, which is typically three years but can range from less than one year up to ten years.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

Clouded Judgement

JULY 5, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 184

Cloud Payment Features Subscription Metrics 184

SaaStr

JUNE 19, 2024

The three core areas to focus on are: Evolving your growth engine Building and solving for when to become a multi-product platform Investing in your people and team #1: Evolving Your Growth Engine Let’s start with some context for Bitly’s journey. Bitly began in 2008, right around the time that other link-shortening companies were starting.

Scale 300

Scale Scaling Underperforming Technical Team User Experience 300

Stax

JANUARY 28, 2025

Step 2: Card recognition If there is a successful authentication, the checkout system will retrieve the customer’s stored card information and present the customer with a list of available card network options. The customer will then select their preferred means of payment. Your provider should help with this.

Payment Methods 68

Payment Methods Payment Services Merchant Services SaaS Payments 68

Clouded Judgement

AUGUST 25, 2023

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. By combining easy implementation, rapid time-to-value, and clearly attributable outcomes, which we measure and refer to as KAV, we drive substantial return-on-investment, or ROI, for our customers.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

Intercom, Inc.

NOVEMBER 12, 2020

Over the course of four weeks, we’re exploring some of the key topics around the past, present, and future of retail, looking at the technologies and behaviors that have enabled – and transformed – shopping as we know it. Subscription services have been steadily on the rise for years now. The rise of subscription services.

B2C 221

B2C Outsourced Development Payment Features Subscription 221

Clouded Judgement

MARCH 10, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This post and the information presented are intended for informational purposes only.

Cloud 244

Cloud Trends Payment Features Subscription 244

Clouded Judgement

DECEMBER 29, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 196

Cloud Software Review Payment Features Subscription 196

Buffer Resources

AUGUST 21, 2024

These courses are much more flexible than cohort-based courses, but there’s little to no accountability or community learning present. You might not get the highest return-on-investment (ROI) from this course if you’ve already been at the social media marketing thing for a while. It’s designed for beginners.

Social Media 115

Social Media Marketing AI Search Systems Review 115

Neil Patel

NOVEMBER 4, 2020

As an entrepreneur, Apple Watches can be an excellent investment, as there is a wide variety of Apple Watch apps designed with business in mind. The Webex Apple Watch app lets you: Join meetings Present to others Schedule meetings Share content or your screen. Presentation Tool Apple Watch Apps. PowerPoint.

Payment Solutions 145

Payment Solutions Payment Methods Social Media Business 145