Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Is Software Rebounding? FCF Margin FCF is an important metric to evaluate in SaaS businesses. net retention and CAC payback). Who are the real AI winners. This is unsustainable.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

JUNE 29, 2023

SaaS buying has changed. As buyers grapple with expanding technology, higher prices, and a need for efficiency, SaaS companies need to deliver what their audience is looking for to win in the market. SaaS Market Snapshot In Q1 of 2023, Vendr gathered data on SaaS Spending and yielded some pretty interesting results.

VP of Engineering 239

VP of Engineering Trends Cybersecurity Sales Hiring 239

SaaStr

MARCH 23, 2021

Battery Ventures recently put out its Software 2021 report with a ton of interesting learnings across the leaders in SaaS and Cloud. Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. The top SaaS companies are all at $400k+ in revenue per employee.

Investment 238

Investment SMB Acquisition Cloud 238

SaaStr

JANUARY 5, 2024

Will AI Change the Game for Enterprise Software? Why is Jason Worried for The First Time About SaaS: We are trading at 6x revenues in the public markets. What does Jason Know Now That He Wishes He Had Known Earlier in Investing: If you don’t know in 20 minutes that this is one of the best founders you’ve met.

SMB 299

SMB SaaS AI Software Review 299

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. In my own portfolio , more of my investments had a record month in October than a rough month. And they say 2023 will be a banner year for enterprise software spend at least — growing a stunning 11% to $880 Billion. But is spending?

Forecasting 241

Forecasting Artificial Intelligence Software Business 241

Tom Tunguz

SEPTEMBER 16, 2017

How much should a SaaS startup invest in sales and marketing at different stages of the business? Sales and marketing investment depends on many different factors including establishing product market fit, the business’s sales model (inside, field, freemium), and not least, cash balance and fundraising capacity.

Investment 274

Investment Startup Marketing SaaS 274

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

Software Review 183

Software Review Cloud Software Revenue 183

SaaStr

DECEMBER 14, 2023

Lower interest rates lead to SaaS multiple reflation, likely during 2H’24 It’s not clear how truly tight the link is between interest rates and SaaS multiples, but the overall correlation is clear. Lower inflation and the fed lowering interest rates should lead to an expansion of SaaS multiples.

Scale 254

Scale SaaS AI Innovation 254

USIO

APRIL 22, 2024

SaaS companies are continually seeking innovative strategies to not just maintain but amplify their growth trajectory and increase revenue. Integrating efficient payment systems along with offering revenue share will significantly impact a SaaS company’s revenue streams and overall expansion.

Payment Services 130

Payment Services SaaS Payments Payment Solutions Payments 130

Andreessen Horowitz

FEBRUARY 22, 2023

They’ve often lived through the pain of bad software, diagnosed the cause of their suffering, and made it their mission to convince the world they have … The post Investing in Svix appeared first on Andreessen Horowitz. Every so often, we meet founders with unusually strong conviction about solving systems problems.

Investment 133

Investment Software Software Development Enterprise 133

How To Buy Saas

APRIL 29, 2024

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

Systems Review 52

Systems Review Software Review Cloud Software 52

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

FastSpring

SEPTEMBER 16, 2022

In our first post about our online community , we mentioned launching the Global SaaS Leaders Slack group because we saw a need for the kind of software-and-SaaS-focused community we’d want to be a part of. Our Guiding Principle: Our Software and SaaS Community Must Be Good for You in Order for It to Succeed.

SaaS Payments 146

SaaS Payments Payment Solutions Merchant Services Software Review 146

Tom Tunguz

DECEMBER 11, 2022

Average Software Public Value. Comparing it to other public SaaS companies, Coupa grows revenue 9 percentage points more slowly, operates with lesser gross margin of about 12 percentage points, generates twice the loss as a fraction of revenue, but produces twice the cash flow from operations as a percentage of revenue. Revenue, $m.

Acquisition 242

Acquisition Startup Software Pricing 242

Clouded Judgement

DECEMBER 21, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Subscribe now Is Software Rebounding? This is the first quarter we’ve heard that message, and a good leading indicator for the rest of the software buying universe.

Cloud 177

Cloud Software Benchmarks Retention 177

SaaS Metrics

JULY 22, 2023

The significance of SaaS in the investment banking industry lies in its ability to improve efficiency and streamline operations, leading to cost savings and enhanced client experiences. Read more The post The Significance of SaaS in the Investment Banking Industry first appeared on SaaS Metrics.

Banking 52

Banking Investment SaaS Metrics 52

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

SaaStr

DECEMBER 21, 2023

What’s really going on in the world of SaaS right now, from software valuations to business performance to interest rates? PST, Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement , took us through the current state of SaaS and what we should expect in 2024.

SaaS 248

SaaS Software Metrics Revenue 248

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

DECEMBER 1, 2021

The state of software buying has changed. SaaS spending dipped in the first half of 2020 at the start of the pandemic but has since reaccelerated. During SaaStr Annual 2021, Amanda Malko, CMO at G2, shared a fascinating look at the data that reveals shifting patterns in the way consumers purchase software. .

Software Review 239

Software Review SMB Enterprise Software 239

SaaStr

DECEMBER 3, 2023

So over the past decade-and-a-half we’ve come up with a lot of yardsticks, metrics and rules for SaaS companies. can invest in marketing that takes a little while to pay off). But — they are broken if you aren’t really a traditional, 100%+ NRR SaaS company. That’s great, and it enables their software.

SaaS Payments 204

SaaS Payments Metrics Payments SMB 204

User Pilot

MAY 13, 2024

When it comes to product management, you need to look at different SaaS dashboard examples to see what kind of product analytics you can measure, and how. Customer acquisition cost dashboard tracks investment per customer, analyzing costs versus returns to gauge the effectiveness of acquisition strategies. Trends of MRR.

Metrics 105

Metrics SaaS Acquisition Retention 105

SaaS Metrics

JUNE 17, 2023

SaaS, or Software as a Service, is the term that refers to apps or other services that users can connect to and utilize over the internet. We use SaaS in everyday lives, whether we are aware of the term or not, including streaming services like Netflix or email services such as Gmail. .

Investment 52

Investment SaaS Software Metrics 52

Andreessen Horowitz

FEBRUARY 21, 2023

If aliens landed on earth and decompiled our software, every app would look roughly the same: some combination of networking, storage, and compute. The way developers consume these … The post Investing in Replicate appeared first on Andreessen Horowitz. It’s very rare to see a new building block emerge in computing.

Investment 105

Investment Software Development Machine Learning 105

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Growth Adjusted Software Multiples The last 6 weeks (since the start of May) has been quite the run for software companies. I’m using the period of 2010+ given that’s really when cloud software came about.

Cloud 130

Cloud Software Revenue Subscription 130

SaaStr

SEPTEMBER 9, 2022

Back in the day, premium comp for some software sales execs made simple and easy sense. Traditional software had 90% gross margins, and the classic enterprise sales reps, the best ones, could close a million or more dollars a year. Many SaaS companies just agreed to higher OTEs, but packaged them with higher quotas as well.

Scale 308

Scale Venture Capital Sales Hiring Sales 308

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

FastSpring

DECEMBER 8, 2022

As a former agency owner, now the Chief Marketing Officer at FastSpring, David Vogelpohl has helped many software companies scale around the world. We’ll handle all the hard stuff, such as localizing checkout, billing and ecommerce compliance, and tax management — and let you focus on building and growing your SaaS business.

Payment Methods 78

Payment Methods Payment Solutions SaaS Payments Software Review 78

SaaStr

NOVEMBER 8, 2023

In SaaS, we talk a lot about hyper-growth, uber-successful companies, but many founders, including hyper-growth founders, make mistakes over and over. Maybe you feel SaaS is crushing it this year, but it’s not easy for a lot of folks. Failure #3: Not Scaling Based On Leading Indicators There’s a big fallacy in software.

Scale 235

Scale Sales Hiring SaaS Scaling 235

Intercom, Inc.

OCTOBER 7, 2020

“Support isn’t just a cost center, but a strategic investment that increases customer retention and reduces churn” Indeed, if you look at the broader financial models of customer support, you’ll see that support isn’t just a cost center, but a strategic investment that increases customer retention and reduces churn.

Customer Support 196

Customer Support Investment Scale Churn 196

SaaStr

SEPTEMBER 14, 2020

This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. The astonishing fact is: cloud is eating software. In just five years, Cloud will become the majority of the software market. By 2030, it is predicted to take over all technology and software.

Technical Review 296

Technical Review Cloud Software Review Technology 296

Andreessen Horowitz

APRIL 27, 2023

With the inflection of large language models (LLMs), we’re witnessing a paradigm shift in software development and the computing industry as a whole. It’s like the Internet all … The post Investing in Pinecone appeared first on Andreessen Horowitz. AI is happening and a new stack is forming before our eyes.

Investment 89

Investment Artificial Intelligence AI Software Development 89

SaaStr

MAY 9, 2024

“Doubling Down” is a new series where we hear from top B2B SaaS investors on their most recent activities and takes on the current market. What’s your most recent disclosed investment? My most recent investment was Owner.com. Activant Capital is thrilled to have invested in Owner multiple times already. #2.

Scale 203

Scale Headcount Travel B2B 203

Baremetrics

DECEMBER 7, 2023

Before reading through yet another “Top-29 SaaS billing platforms” feature comparison post, decide how you want the billing tool to play with the rest of your operations stack. This post is part of an ongoing series for SaaS founders and CEOs on setting up their financial stack in a scalable manner.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52

SaaStr

FEBRUARY 15, 2024

“Doubling Down” is a new series where we hear from top B2B SaaS investors on their most recent activities and takes on the current market. What’s your most recent disclosed investment? What’s your sweet spot for investing — check size, stage, type of deal? Check that out here. Why did you do the deal?

Scale 230

Scale Software Review Payment Features AI 230

FastSpring

DECEMBER 7, 2023

In this episode of Growth Stage, Carl will dives into his experience running acquisitions of SMB software businesses, including: His thoughts on what makes a software company a good target for an acquisition by a brand. What factors beyond financials makes a target even more valuable. Sign up for a free trial or schedule a demo today.

Software Review 147

Software Review Technical Review Development Team Review Branding 147