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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. We are modernizing a massive and technologically underserved industry—an industry commonly referred to as the “trades.” trillion on trades services annually.

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3 Ways I’ve Changed Venture Investing at SaaStr Fund

SaaStr

So I’m mostly made good investing decisions. My first VC investments were Pipedrive ($1.5B So if interested — here are the changed I’ve made to investing at SaaStr Fund : #1. Don’t Invest Without an S-Tier CTO If you follow me on social media, this won’t be a surprise, as I say it all the time.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 277
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Altimeter is an investment adviser registered with the U.S.

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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

Keeping track of the accounting for SaaS businesses can be challenging because of the subscription model that they operate on, and that is why most companies opt for cloud-based software solutions to smoothen the processes. This is an important process as you need to send invoices to customers on time and also collect revenue effectively.

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How SaaS Pricing Evolves Across Different Company Stages

Sales Hacker

Users could sign up for free and get 2GB of storage, which could be expanded by referring friends. This phase is often referred to as “crossing the chasm,” a concept popularized by Geoffrey Moore, which highlights the challenge of bridging the gap between the enthusiastic early market and the more pragmatic mainstream market.

Pricing 109
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The 5 customer success revenue metrics that matter (to the board, the market, and you)

ChurnZero

But in a subscription economy, the reality is that its far more than that. It also gives you a view into which segments drive the most margin and which may need more investment or a change in strategy. It also affects sales cycles – faster TTV leads to more new case studies, stronger references, and improved sales confidence.