Clouded Judgement

DECEMBER 21, 2023

For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. I consider >120% best in class for companies selling to SMBs (like Bill.com). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 177

Cloud Software Benchmarks Retention 177

Payrix

MAY 14, 2024

Before joining Worldpay for Platforms, he was CRO at Chargebee, a subscription revenue management platform that manages billing subscriptions and payments for companies throughout the world. So, I think those are key, I think that investment will pay off, because now there’s such a big focus on that.

Payments 147

Payments Payment Services Payment Solutions SaaS Payments 147

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. Omie main goal is to bridge the efficiency gap in Brazilian SMB, helping customers to be more prosperous. from Astella Investimentos, Spectra Investments and others.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

SaaStr

FEBRUARY 9, 2024

From a Go-To-Market perspective, Zapier uses a hybrid model that involves a combination of freemium offerings, subscription plans, and partnerships. They had been building toward an SMB audience, so hiring 50 people in sales against a product that wasn’t ready for a specific audience would’ve been a mistake. At the same time?

Scale 270

Scale Sales Hiring Sales Marketing 270

SaaStr

DECEMBER 27, 2020

Those of us who’ve been around a while think of New Relic as a freemium and almost SMB tool, but today 77% of their revenue comes from accounts greater than $100k. In New Relic’s case, moving from subscription to consumption based usage has increased net revenue 15%. The multiples just don’t support it.

Scale 310

Scale Outsourced Development SMB Cloud 310

SaaStr

APRIL 14, 2023

Enterprise will likely have a different problem set vs. an SMB. Many customers in SE Asia are budget-based versus subscription-based. Create a full breakout plan first, then look back and figure out who will invest. That’s an important lens to view your problems, but it’s not the only one. SE Asia, China, and other places.

Development Team Review 231

Development Team Review Technical Review Underperforming Technical Team SMB 231

OPEXEngine

MAY 18, 2021

SaaS metrics are viewed differently at different stages of growth and for different sales models, primarily whether a company is selling into an SMB or enterprise marketplace. ARR is an essential subscription metric that identifies the recurring revenue expected on an annual basis from the subscriber base. Usage Fee-Based ARR.

SaaS Payments 98

SaaS Payments Metrics Payments Payment Services 98

SaaStr

APRIL 28, 2019

All the great SaaS companies IPO’ing now have strong revenue retention, whether SMB or enterprise focused. ” The Slack Fund is tiny. “As of January 31, 2019, Slack Fund has invested $10.1 ” The Slack Fund is tiny. “As of January 31, 2019, Slack Fund has invested $10.1 Not burning that much cash.

Scale 279

Scale Venture Capital SMB Enterprise 279

Clouded Judgement

SEPTEMBER 12, 2023

For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. I consider >120% best in class for companies selling to SMBs (like Bill.com). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

JUNE 2, 2023

It’s a bit of a swag as not all companies report ARR (and where they don’t I’m calculating ARR as quarterly subscription revenue x4). ” From Okta: “We're seeing increased macro headwinds on our business, most notably with new business across SMB and enterprise.

Cloud 130

Cloud Trends SMB Subscription 130

Clouded Judgement

JUNE 9, 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. Net new ARR is simply the ARR of the current quarter, minus the ARR of the previous quarter.

Trends 130

Trends Cloud Azure AWS 130

OPEXEngine

JANUARY 11, 2022

Companies that do not need to lock customers in with minimum commitments, particularly in the SMB space, use these types of models. Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business. Planning and investments.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Point Nine Land

OCTOBER 8, 2021

Our investment in Graneet. Welcome Graneet Since Pawel and Christoph’s investment in Clio (which provides legal firms best in class software to run their business and was Point Nine’s #1 investment (!!)), our vertical SaaS portfolio has only grown further.

Technical Cofounder 52

Technical Cofounder Construction Payment Solutions SaaS Payments 52

Clouded Judgement

APRIL 12, 2023

For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. I consider >120% best in class for companies selling to SMBs (like Bill.com). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 161

Cloud Software Benchmarks Retention 161

Clouded Judgement

JUNE 20, 2023

For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. I consider >120% best in class for companies selling to SMBs (like Bill.com). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

DECEMBER 20, 2022

For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. I consider >120% best in class for companies selling to SMBs (like Bill.com). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 130

Cloud Software Review Software Benchmarks 130

SaaStr

NOVEMBER 2, 2019

How does Krish think about purely serving the SMB market? How does he think about the mortality rate of SMBs? How does Krish think your customer acquisition and GTM strategy has to change with the movement from SMB to enterprise? What does Krish mean when he says, “In SaaS, you either sell to one of 2 customer profiles”?

Scale 126

Scale SaaS Payments Sales Recruiting Payment Services 126

OPEXEngine

NOVEMBER 17, 2020

If you are an early-stage or growth SaaS company, most likely all your sales and marketing expenses are invested in acquiring new customers. For monthly subscriptions, it may be the day after the subscription expiration. As a SaaS company scales, your CAC components will change.

Systems Review 52

Systems Review Technical Review Payment Features Scale 52

Intercom, Inc.

DECEMBER 13, 2018

As long as you keep trying, as long as you keep iterating, and as long as you find your niche and keep investing there, all of that is okay and it’s part of the pleasure and I would say the pride of building something new in a company like Facebook. Julien: That’s a big investment for Facebook, as you know.

Scale 151

Scale Marketplace as a Service Mobile Sales Hiring 151

OPEXEngine

FEBRUARY 22, 2022

SMB customers will want high-touch sales engagement and service delivery but SMM SaaS companies will likely not have the budget necessary to justify providing this level of sales support. Being “stuck in the middle” drives SMM SaaS companies to invest in one of two strategies. eCommerce Marketplaces.

SaaS Payments 52

SaaS Payments Payment Services Payment Methods Marketplace as a Service 52

Tom Tunguz

JULY 14, 2013

With more than 80% of venture capital investments occurring in enterprise and with the public markets disproportionately rewarding SaaS companies with huge enterprise value-to-revenue multiples ( median is 7.6 ), it’s no surprise that interest Software-as-a-Service is booming. Customers can’t function without it.

Sales Hiring 100

Sales Hiring Venture Capital SaaS Machine Learning 100

SaaStr

MARCH 31, 2022

million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. So I think just opening your aperture when you’re thinking about marketplace, not assuming it’s just a small commercial SMB market sales. Azure’s marketplace has over 4 million monthly visitors. Rico Mallozzi: Yeah.

Scale 211

Scale Marketplace as a Service Cloud SaaS Payments 211

SaaStr

MARCH 8, 2024

Should it be subscriptions, usage, solutions, or something entirely different? Sandhya has been in the startup ecosystem for about 15 years, with the last two years heavily focused on investing in AI-native startups, primarily on the application and Enterprise software side. How reliable is this investment?

AI 206

AI Artificial Intelligence Pricing SaaS 206

ChurnZero

MARCH 18, 2022

Their report shares the results from a survey of private SaaS companies which KBCM Technology Group’s software investment banking team conducted in June and July 2021. Their report shares the results from a survey of private SaaS companies which KBCM Technology Group’s software investment banking team conducted in June and July 2021.

Customer Success 98

Customer Success Metrics SaaS Banking 98

ChurnZero

JANUARY 4, 2019

“In 2019 there will be an increase in subscription fatigue. When even your electric toothbrush is pushing you towards a subscription model, we can expect to see an increase in subscription fatigue. As we strategize for the new year ahead, it’s time to make sure you are investing for your Customer Success team wisely.

Customer Success 73

Customer Success SaaS Payments Payment Services Payment Solutions 73

SaaStr

AUGUST 9, 2019

Why is it so crucial to invest in enablement in the early days? It’s not an SMB where you’re getting volumes of 100 a day. There are great companies out there that have entire infrastructures, teams, investment around teaching people how to sell. Now having said that, even then I need to invest in that enablement.

SaaS Payments 130

SaaS Payments Cloud Technical Review Scale 130

ChurnZero

JUNE 19, 2020

What data you need to get the investment in your Customer Success team. You Mon]: So, in other words, you don’t really take on clients who haven’t invested in that part of the organization. Q: What’s your investment stance on businesses that have a low CAC or lucrative affiliate model, but don’t have high retention?

SaaS Payments 72

SaaS Payments Retention Metrics Payment Solutions 72

OPEXEngine

JUNE 8, 2021

In the world of consumer-grade SaaS, and SaaS aimed at small businesses, plenty of companies invest a lot of time and money encouraging website visitors to demo the product. Then they invest time and money persuading these leads to take a free trial. month SaaS subscription. Challenge 5: Qualifying Leads is More Complex.

Enterprise 52

Enterprise Underperforming Technical Team SaaS Sales 52

ChurnZero

JANUARY 4, 2019

“In 2019 there will be an increase in subscription fatigue. When even your electric toothbrush is pushing you towards a subscription model, we can expect to see an increase in subscription fatigue. As we strategize for the new year ahead, it’s time to make sure you are investing for your Customer Success team wisely.

Customer Success 49

Customer Success SaaS Payments Payment Services Payment Solutions 49

CustomerSuccessBox

FEBRUARY 28, 2022

You mostly need repeat purchases to get payments with a subscription model and it is easier to impress existing customers than starting all over to acquire new ones. Best practices: Consumption vs subscription. Meaning they have a good customer retention rate who are paying for subscriptions, have upsells and expansions as well.

Retention 52

Retention SaaS Payments Payments Payment Methods 52

FastSpring

APRIL 4, 2024

But But do you find most orgs favor investments in one or the other? Two is that the concept of, you know, product qualified leads didn’t necessarily work if we transition from a consumer, SMB to this enterprise context, and I’ll explain that a little bit better. Like are people addicted to PLG?

Scale 150

Scale Sales Payment Methods Merchant Services 150

FastSpring

DECEMBER 8, 2022

Note: FastSpring’s Revenue and Subscription Dashboards quickly show our customers where their revenue is coming from, the average order value or MRR per country, promotions performance per country, and more. But I think you also need to take into account like the total addressable market, and your time and investment.

Payment Methods 78

Payment Methods Payment Solutions SaaS Payments Software Review 78

Casey Accidental

NOVEMBER 13, 2019

Let’s break down these definitions so we know where we’re at: SAAS: software that businesses access online and purchase via a subscription e.g. Slack, Adobe, Atlassian. SAAS-like: any number of different models where a business sells software to businesses online, but does not charge via a subscription e.g. transactional or pre-revenue.

Marketplace as a Service 106

Marketplace as a Service Business Model Business Underperforming Technical Team 106

ChurnZero

AUGUST 24, 2018

Because you certainly are going to want to make sure that your subscription product is priced so your customers can adopt to it. The big thing that you probably want to focus on is that recurring revenue stream. Over the past several years, B2B SaaS companies have made a wave of investments in growing Customer Success functions.

Finance 61

Finance Customer Success Scale Customer Lifetime Value 61

Neil Patel

DECEMBER 23, 2020

HubSpot CRM – Best free marketing CRM Really Simple Systems – Best free sales CRM Agile CRM – Best free customer service CRM Flowlu – Best for SMB finance Apptivo – Best for basic business management. The time invested in a CRM isn’t free, even if the platform doesn’t “cost” anything. Long-term Outlook.

Payment Solutions 139

Payment Solutions Software Review Software Payments 139

SaaStr

NOVEMBER 16, 2020

It was a subscription based model. So my SMB reps, for example, are going to get many more at bats during their first quarter for maybe then one of my enterprise or global reps. ” And it’s something that I’m struggling with at the moment with an investment of mine. I had to care that you were successful.

Sales Hiring 205

Sales Hiring Scale Leadership Technical Review 205

SaaStr

OCTOBER 29, 2019

Naomi Pilosof Ionita | Investing Partner @ Menlo Ventures. This is a mobile solution for SMB’s to send an invoice and get paid. I’m a nerd on the subject, I love it and I brought it now from my time as an advisor and an operator to the investing side. Want to see more content like this? FULL TRANSCRIPT BELOW.

Payments 101

Payments Pricing Compensation SaaS Payments 101