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Dear SaaStr: How Much Should a SaaS Company Invest in Professional Services?

SaaStr

Dear SaaStr: How Much Should a SaaS Company Invest in Professional Services? Now how much to invest is a different question. Up to 20% of the ACV is usually OK and you will still be seen as a software business, not a services business. At $500m ARR, OneStream gets about 8% of its revenue from professional services.

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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! Aggregate quarterly net new ARR added across the cloud software universe dropped to just $1.65

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Patterns Across 5 Years of YC Investing

Tom Tunguz

An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. The Wiz acquisition and the overall growth rates of security companies as a durable budget within software spending has propelled security more broadly.

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The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget with Google Cloud’s COO

SaaStr

The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget The pace of AI advancement has fundamentally broken our traditional frameworks for thinking about technology adoption, market timing, and competitive moats. ” This represents a fundamental shift in venture investing criteria.

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7 Essential Criteria for Choosing the Right Payments Partner

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

In this webinar, Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms, will dive into the 7 must-have criteria for evaluating payments partners, helping you maximize both efficiency and the long-term value of your investment.

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A $30B Software Company from a $15m Investment

Tom Tunguz

Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000. A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies with a moat & good unit economics. Growth Source. Net Growth.

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10 of the Top Mistakes I’ve Made in Venture Investing

SaaStr

Q: What are the most common mistakes people do while investing? My top mistakes in venture investing at least: Investing when I didn’t 100% believe in the CEO. No matter how interesting the metrics, even the product is, don’t invest if you don’t 100% believe in the CEO. Investing when the CEO is a bit full of s**t.

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3 Ways Innovators Can Capitalize on Embedded Payments

Software companies are looking, feeling, and acting more like merchant services providers. So let's take a closer look at where forward-thinking FIs are investing their resources to stay in the game. So let's take a closer look at where forward-thinking FIs are investing their resources to stay in the game. It’s everywhere.

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The Ultimate Client Onboarding Guide for Beginners

Because it has a significant impact on your business. But if you’re here, you probably already know that.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. Don’t miss this unique opportunity to hear live insights from experts who have helped countless software platforms implement payments with ease!

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.