SaaStr

JUNE 23, 2025

It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. If model providers change pricing or restrict access, margins could compress quickly. Usage-based pricing aligns costs with value creation and enables explosive growth.

Software Review 208

Software Review AI Technical Review Venture Capital 208

Sales Hacker

FEBRUARY 7, 2025

SaaS pricing isn’t static – it’s a living strategy that grows with your company. In this article we dive into a playbook for pricing across different stages of company growth, inspired by Geoffrey Moore’s Crossing the Chasm. Tiered pricing models emerge to address these differences.

Pricing 107

Pricing Scale SaaS Technical Review 107

Clouded Judgement

MARCH 28, 2025

That juxtaposition is what makes investing in venture markets these days so fun! Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 299

Cloud AI Scale Scaling 299

Clouded Judgement

JULY 2, 2025

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. As far as an expected timeline - typically companies launch their roadshow ~3 weeks after filing their initial S-1 (the roadshow launches with an updated S-1 that contains a price range).

Benchmarks 196

Benchmarks Data Software Review AI 196

Clouded Judgement

JULY 4, 2025

Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 157

Cloud Investment Subscription Payment Features 157

SaaStr

FEBRUARY 2, 2025

Their platform helps restaurant owners, who typically earn less than $50,000 annually in profit, create professional online presences without significant investment in time or resources. Restaurant Industry Solutions Owner.com has developed an AI website generator that implements industry best practices automatically.

AI 212

AI Technical Review Artificial Intelligence Systems Review 212

Clouded Judgement

JUNE 20, 2025

The chart below shows the evolution of the o-series of models (o1 and o3) pricing from the beginning of the year to today. As you can see, in just a few months the pricing has dropped 87%! The implications of this kind of pricing change (and I don’t think the price cuts will stop here…) are significant.

Cloud 157

Cloud AI Headcount Pricing 157

SaaStr

MARCH 8, 2024

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? How reliable is this investment? The costs are dynamic.

AI 263

AI Pricing Artificial Intelligence SaaS 263

Blulogix

JANUARY 3, 2025

By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. However, as the industry grows, so does regulatory scrutiny.

Payment Features 52

Payment Features Subscription Management compliance 52

Clouded Judgement

MARCH 21, 2025

Price undisclosed but sounds like >$300m DataStax acquired by IBM. Price undisclosed but sounds like >$1B M&A has followed an interesting arc over the last ~20 years. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 188

Cloud Subscription Payment Features Pricing 188

Blulogix

NOVEMBER 25, 2024

This is where the concept of real invoice calculation comes in, fundamentally changing the way organizations approach revenue projection. Schedule a Demo Today What is Real Invoice Calculation? Real invoice calculation is an approach to revenue prediction that goes beyond simple estimates.

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. That is why most modern SaaS and subscription-based businesses have transitioned to using a good billing software, reducing their workload by a great deal.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Blulogix

JANUARY 2, 2025

By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. Billing integration simplifies the implementation of these models, ensuring accurate tracking and invoicing.

Payment Features 52

Payment Features Payments Subscription Payment Solutions 52

Stax

MAY 20, 2024

The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

Stax

OCTOBER 13, 2024

Comparison of both platforms will use the following criteria: Features Ease of use Integrations Mobile app Customer support Pricing User reviews Scalability Security Learn More What is The Major Difference Between Quicken and QuickBooks? It is a subscription-based integrated payment platform that helps you process credit card payments.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. Trends like usage-based pricing , complex provisioning , industry consolidation , and evolving regulatory landscapes are reshaping how businesses operate and thrive.

Payment Features 52

Payment Features Subscription AI Search compliance 52

Clouded Judgement

JUNE 27, 2025

Maybe it’s a reflection of my own mindset shift :) Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Sales Hiring Scale Investment 157

Blulogix

DECEMBER 27, 2024

By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. Whether through pricing errors, missed renewals, or incomplete billing processes, these small inefficiencies can add up to significant lost revenue over time.

Payment Features 52

Payment Features Revenue Scale Operational efficiency. 52

Clouded Judgement

DECEMBER 20, 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 144

Cloud Banking Subscription Payment Features 144

Clouded Judgement

JUNE 13, 2025

consensus) Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Altimeter is an investment adviser registered with the U.S. Headline CPI: 2.4%

Cloud 144

Cloud Data AI Investment 144

SaaStr

FEBRUARY 15, 2024

What’s your most recent disclosed investment? Metronome’s sophisticated billing and subscription management platform enables companies to easily manage and automate complex billing and invoicing processes. What’s your sweet spot for investing — check size, stage, type of deal? Check that out here.

Scale 278

Scale Software Review Payment Features AI 278

SaaStr

JANUARY 24, 2022

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. He probably lost several millions in his purchasing price because of it. I couldn’t even figure that out.

Finance 328

Finance Outsourcing Services Systems Review Technical Review 328

Clouded Judgement

JUNE 6, 2025

And it’s worth calling out that the concept of ERR is really born out of the business model shift to consumption/outcome-based pricing, where there is less “lock-in.” Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). ” Pilots.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

Clouded Judgement

MAY 16, 2025

For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Trends 144

Trends Cloud Payment Features Subscription 144

Clouded Judgement

JANUARY 24, 2025

Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

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

MARCH 7, 2025

Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. This is for information purposes and should not be construed as an investment recommendation.

Cloud 157

Cloud Forecasting Subscription Payment Features 157

SaaStr

APRIL 14, 2025

800+ VCs Ready to Invest This year, were bringing together over 800 VCs and investors, making SaaStr Annual 2025 the ultimate place to pitch, connect, and secure funding. And we’ve got an AI Demo Stage running all day, every day this year, right in the heart of Annual. 100+ scale-ups and start-ups showing you how they do it!

VP of Engineering 201

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 201

SaaStr

FEBRUARY 20, 2025

Engineering resources: With thousands of engineers, companies like HubSpot can make substantial AI investments when they choose to 3. And being able to analyze large amounts of unstructured data, from invoices to PDFs and more. The top use cases today? Reviewing 1000s of resumes. The nuts and bolts of B2B.

AI 196

AI Construction SaaS B2B 196

Subscription Flow

DECEMBER 10, 2024

Changing customer expectations, digital advancement, and transforming market trends call for a price discipline. Fair and competitive pricing, especially in the SaaS arena has emerged as a strong requirement for businesses looking for operational stability. What is Dynamic Pricing SaaS? 7 Types of Dynamic SaaS Pricing 1.

Pricing 52

Pricing SaaS Customer Lifetime Value Payment Features 52

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 Subscription Payment Features 144

Stax

APRIL 10, 2025

ACH transfers are particularly popular among businesses that deal in high transaction volumes because of much lower processing fees than card payments. Its a good fit for payroll processing and large bill payments between B2B businesses. It’s also perfect for businesses with a subscription-based (recurring payments) sales model.

Payment Methods 88

Payment Methods Payment Services SaaS Payments Payment Solutions 88

SaaStr

JULY 20, 2024

Invest in People You want to keep the bar high on talent, especially in hypergrowth, and not just in the early stages. Invest Heavily in Onboarding Your typical employee takes about three to six months to get ramped. Invest Early in Your Marketing When scaling the GTM engine, you want to invest early in marketing.

Sales Recruiting 292

Sales Recruiting Sales Hiring Scale Engineering 292

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. Customers increasingly demand pricing models that reflect their actual consumption, offering greater flexibility and perceived value.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

Subscription Flow

OCTOBER 2, 2024

For subscription-based businesses, revenue leakage means the waste of potential capital which has been rightfully earned. The causes behind this gap range from errors in subscription handling to recurring billing inefficiencies. Boasting revenue is the central goal for subscription-based businesses.

Payments 105

Payments Payment Features Payment Services Payment Solutions 105

Tom Tunguz

MARCH 24, 2020

Better for the leagues and athletes to sell more products and subscriptions, better for the fans who engage more, over longer seasons, in different formats. And could online learning create a better learning experience at a fraction of the price, changing the return on investment calculations for going to college?

Software Review 361

Software Review Technical Review Entertainment Outsourced Development 361

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. Billing software with advanced integration capabilities plays a pivotal role in enabling this.

Payments 52

Payments Payment Features Payment Services Scale 52