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The Redpoint Playbook: How Top VCs Are Really Investing in AI Applications (And What It Means for Your SaaS Strategy) From SaaStr AI Wednesday with Jacob Efron, Managing Director at Redpoint Ventures If you’re building in B2B today and haven’t figured out your AI strategy, you’re likely falling behind.
The panel shared their approaches: GitHub invested in “COFFEE” (Compiler Offline Evaluation) to benchmark progress Figma built custom visual evaluation systems that match their product’s needs Ramp focuses on velocity and rapid iteration, believing that being right 52% of the time leads to winning # 3. .”
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. Crypto/web3 remains around 5% of investments. And for more than a decade, few faucets have been watched more closely than Y Combinator.
When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.
In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.
Having led sales teams of 500+ at BILL and 800+ at HubSpot, Michelle has unique insights into what makes great frontline managers and why investing in them is crucial for sustainable growth. They’re the force multipliers who turn your strategy into results and build the foundation for sustainable growth. ” The bottom line?
Several macro factors are converging to create this perfect storm: Enterprise Budget Scrutiny : CFOs are demanding higher ROI thresholds for software investments. The low-hanging fruit of digital transformation has been picked, and companies are being more selective about additional software investments.
In this article, we’ll talk about: What product analytics is and why you need a solid strategy. Key steps to build and improve your product analytics strategy. Why should you have a product analytics strategy? How to build a product analytics strategy? So, how do you get started with product analytics ?
Invest in Automation and Efficiency Automate as much of the sales, billing, and collections process as possible. To achieve this, overinvest in customer success and expansion strategies. The SaaS market evolves quickly, and your RevOps strategy needs to keep up. Misalignment here is one of the biggest killers of growth.
At some point in your role as a recruiter - perhaps more frequently than not - you'll need to fill a position quickly and you'll look for active recruitment strategies to do it. It's important to also invest in building a passive candidate pipeline.
Keys to HubSpot’s Success: The “Hub” Strategy : HubSpot mastered the land-and-expand model, starting with Marketing Hub and strategically expanding to Sales Hub, Service Hub, CMS Hub, Operations Hub, Commerce Hub, and Content Hub.
Brainstorming content ideas, scheduling posts, replying to comments, analyzing your social media marketing performance, tweaking your marketing strategy based on data — and repeating it all over again day in and day out for multiple social media platforms. You’re spinning multiple plates at once as a social media marketer.
It’s now falling to 150 because 81% percent of the dollars invested in venture capital at the height of the boom came from non-traditional venture capital firms which are all very likely to leave investing. US venture funding went from 8 to 300 over 15 years.
Many first-time founders have a decent understand of how to charge for their product, but haven’t really rolled it up into a strategy to get to $10m, $20m, $100m in ARR. Basically I only invest in first-timers. Focus and model often change as what it takes to get to the first $10m gets figured out. Cheap is good.
Explore upfront investment expenses and the long-term financial implications. Additionally, we provide valuable insights into alternative strategies that offer comparable benefits, allowing you to make an informed decision for your business.
Crisis: HubSpot’s Retention Wake-Up Call (2014) When Sequoia’s Pat Grady considered investing in HubSpot’s Series A, he saw a company with serious retention problems. Multi-Hub Strategy Success : HubSpot’s platform expansion was hitting its stride. What drove this exceptional performance?
Organizations that invest heavily in customer success earlier see much higher customer retention and loyalty than the competition. Your customer success strategy has to evolve as your organization grows. But you have to be intentional and clear on what and where you want to invest to drive that high-value impact.
free cash flow in one quarter Capital Allocation: Returning cash while investing in growth The Meta-Lesson: The best SaaS companies don’t “grow up” and become boring. They become MORE impressive as they scale. They become MORE impressive as they scale.
Learning #4: The Equity vs. Bootstrap Reality – Paying for Growth Has Hidden Costs The data reveals a fascinating paradox in B2B funding strategies. Choose your funding strategy based on your market timing and competitive dynamics, not vanity metrics. Master it, and you’ll outperform 83% of your peers.
Studies show the return on investment (ROI) of conversational marketing helps your marketing team drive revenue. This guide will examine the market forces at play, shifting buyer trends, what conversational marketing is, how to leverage it, and the tactics involved in adopting conversational marketing for a B2B demand generation strategy.
What if you could boost revenue without having to invest a small fortune in new customer acquisition? While it may sound too good to be true, the reality is that you can achieve this by implementing an effective customer expansion strategy. What is a customer expansion strategy?
Investment and Strategic Implications For VCs and Strategic Investors Category Investment Thesis : We’re witnessing the formation of a new software category with $100B+ TAM potential. Early-stage investments in platform infrastructure, specialized tools, and enterprise-focused solutions present significant upside.
In a recent conversation at SaaStr Annual + AI Summit 2025 , Arvind shared the tactical playbook behind Rubrik’s scale, revealing counterintuitive strategies for product development, customer success, and AI adoption that challenge conventional SaaS wisdom. What you want today isn’t going to happen today.
Three Strategies for SaaS Leaders Strategy 1: The Replacement Play Don’t just add AI features. Strategy 2: The Services Budget Capture Identify where your customers are spending on services and labor adjacent to your software. Replace core workflows with AI-native experiences.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical integration, misaligned expectations, and lack of preparedness.
The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. This early investment in regulatory compliance has become their key differentiator against Tether and newer entrants.
SDRs : Invest in 2–3 SDRs to generate pipeline for the AEs. Marketing : If marketing isn’t generating enough leads, you’ll need to invest here. Build a Predictable Lead Gen Engine You can’t scale without a steady flow of leads: Inbound Marketing: Invest in content, SEO, and paid ads to drive MQLs. Done right, this always works.
GTMfund’s 3 Areas of Focus for Investing Thanksgiving weekend is always a period of reflection and gratitude. Reflection across go-to-market trends, but also on the investment front (not to mention community !). A common misconception is that the name is representative of the type of software we invest in.
It’s essentially an A/B test for your sales strategy. Invest in Sales Ops Early : Once you have 8-10 salespeople, you’ll need a Sales Ops/Enablement professional to manage training, onboarding, territories, and compensation plans, unless your VP Sales happens to be great at this. Hire Reps You’d Buy From. For real.
It's quite a process for marketing teams to develop a long-term data management strategy. Forward-thinking marketing organizations have continuously invested in a database strategy for enabling marketing processes. It involves finding a data management provider that can append contacts with correct information — in real-time.
Don’t underestimate the investments you need to make here to be compelling to your customers. Another big investment during rapid growth is digital moments. Copilot for support implementation has been a winner, followed by partner strategy. You want to invest time and energy here so that partners are ready to talk to customers.
Kiren Sekar, Chief Strategy Officer and founding team member at Samsara, came to SaaStr Annual to do one of our best deep dives even on going multi-product. Samsara leveraged this strategy to build a powerful enterprise business with 1,500+ customers paying $100K+ annually, while maintaining a healthy mid-market foundation.
They invest in our portfolio companies. Free isn’t a customer acquisition strategy. It’s an ecosystem investmentstrategy. We’re seeing founders literally bring “Digital Jason” into board meetings, strategy sessions, and crucial hiring decisions. They come to SaaStr Annual.
I try to look at two things in Vertical SaaS startups, at least when investing : Will everyone in the vertical / industry use it? Roughly, there are two main strategies: One way is with 5,000 customers paying you $20,000+ a year. Dear SaaStr: How Big Should The Addressable Market Be to Go into Vertical SaaS?
Explore how integrated payment strategies impact investor and buyer evaluations. Investors and strategic buyers assess these integrated payment strategies as a measure of a company's growth potential and sustainability. It's a must-read for SaaS companies looking to attract investment and achieve sustainable growth.
This platform approach explains their remarkable expansion metrics: once teams adopt Figma for design, the platform’s collaborative DNA and workflow integrations create natural expansion into ideation, development, and even marketing—making Figma the operating system for digital product creation.
The result was a 5x increase over initial projections – growing from an $8M revenue target to $40M actual results – driven by a belief that market demand justified the investment. This approach required immense trust from the CEO to invest millions ahead of proven results.
Turns out the tool was sending prospects emails about “revolutionizing their blockchain strategy” – for a company that sells accounting software. They still require strategy, training, oversight, and continuous optimization. .” When I dug into it, they hadn’t reviewed a single AI-generated email in 3 weeks.
It’s about fundamental organizational redesign —from pricing models (hybrid consumption/subscription) to team structures (forward-deployed engineers vs traditional CSMs) to investment priorities (94% AI spend increases among high-growth companies). Sales teams need to rethink their closing methodologies, not their lead gen strategies.
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. Save your seat for this exclusive webinar today!
More operators behind fast-growing SaaS companies are turning to angel investing - not just as a way to diversify but to actively support the companies they believe in.This is core to GTMfunds thesis: providing investment access and opportunity to operators.
SEO: How Rupa Health Dominated Search with Programmatic SEO and AI Rupa Health invested heavily in search, aiming to own the top spots for specific lab tests and biomarkers. Conrad shared that Googles Pmax has been a game-changer in recent years, but the real secret sauce was their programmatic SEO strategy.
average revenue per customer over lifecycle The Strategy: Don’t build horizontal. The key is concentrated investment in differentiation, not diversification. Build workflow-adjacent. Each new product should make the previous products stickier, not compete for budget.
The Infrastructure Bypass Midmarket software companies are caught in a “pressure cooker” with fast-moving AI startups developing applications far more rapidly than traditional software companies on one side, and tech giants investing billions in proprietary AI tools on the other.
As digital transformation advances at a rapid pace, Digital Adoption Platforms (DAPs) have become essential tools for enhancing user experiences and redefining product management strategies. Register now to save your seat!
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