SaaStr

APRIL 30, 2025

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. It’s the vertical SaaS rocketship: $840m ARR Still growing a stunning 29% (!) market cap (12x ARR) This is what a 12x ARR vertical B2B leader looks like today.

Payments 141

Payments Payment Services SaaS Payments Payment Solutions 141

Stax

JUNE 3, 2025

The term SaaS platform gets tossed around a lotbut what does it actually mean, and why does it matter for today’s software companies? Whether you’re building your first product or scaling an established solution, understanding the SaaS platform model is essential for long-term growth.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

SaaStr

MAY 25, 2024

Cloudinary VP of Developer Experience Sanjay Sarathy shares his journey to more than $100M and the lessons he learned along the way for building a PLG motion and an Enterprise sales motion. It was founded by three developers who owned a consulting firm previously, helping startups come to market. It wasn’t the focus.

Scale 306

Scale Sales Hiring SaaS Payments Development 306

FastSpring

OCTOBER 16, 2024

Selling internationally can get complicated very quickly if you’re trying to manage cross border payments yourself. And typical payment service providers won’t help you with most of those concerns. Read on to learn: Why cross border payments are key to taking your business global.

Merchant Services 159

Merchant Services Payment Services Payment Methods Outsourcing Services 159

SaaStr

JUNE 22, 2025

The IPO market has been … on fire in 2025. initial public offering on Friday, becoming the latest enterprise software company to test increasingly receptive public markets. Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. But we may have our first.

B2B 184

B2B Payments SaaS Payments Payment Services 184

Payrix

DECEMBER 18, 2024

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. In a compelling discussion on PayFAQ: The Embedded Payments podcast, Ian Hillis hosted payments veterans Ella Aguirre and Michael Veatch to reflect on the past year.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

SEPTEMBER 15, 2020

As a growing SaaS company, there is a lot to think about in a day: How is my ARR doing? And, when you do, do you even think about sale tax compliance? vary on how they handle sales tax and SaaS. It can be confusing to understand how and where you should charge sales tax. Are we delighting our costumes?

Payment Services 332

Payment Services compliance SaaS Payments Scale 332

Stax

MAY 13, 2025

Credit card merchant services are often viewed as a back-office function or necessary cost. When leveraged strategically, these services can become a key driver of business growth. With the right provider, merchant services can improve your checkout experience, increase cash flow, and unlock valuable business insights.

Merchant Services 88

Merchant Services Payment Services Payment Methods SaaS Payments 88

SaaStr

FEBRUARY 11, 2021

In SaaS, #1 most common misfire, with a bullet, is the VP/head of sales. It goes something like “You’ve Got to Get Past the Carcass of Your First VP of Sales” or “It’s The Second VP of Sales When You Really Start Selling” or variants thereof. Because in SaaS start-ups, it seems like the majority of first VP Sales fail.

Sales Hiring 363

Sales Hiring Scale Sales Recruiting Sales 363

SaaStr

JUNE 28, 2025

TL;DR: The IPO market isn’t just recovering—it’s thriving. Remember when everyone was waiting for the IPO market to “come back”? And for SaaS companies with strong fundamentals, the opportunity window is wide open. Stop waiting. The B2B IPO Pipeline: The Big Guns Are Loading The really exciting news?

Payments 179

Payments SaaS Payments Payment Services AI 179

Stax

MAY 23, 2025

If youre a software provider looking to boost revenue, streamline operations, and deliver more value to your users, ISV integrated payments can be a game-changer. Embedding payments directly into your platform can unlock tremendous benefits both for you and your users. The best part?

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

SaaStr

AUGUST 29, 2022

SMB SaaS has a lot going for it: – Millions of them – Short sales cycles – Easier compete. So many VCs and others have gotten more and more excited about SMB SaaS. But SMB SaaS has a lot of challenges, too: Churn is much higher. of public SaaS companies are primarily SMB focused. Much higher.

SaaS Payments 345

SaaS Payments Scale SMB PayPal 345

Payrix

JANUARY 28, 2025

In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. Navigating market dynamics in 2025 and beyond Matt emphasized the cyclical nature of the payments industry, likening it to a pendulum.

Payments 130

Payments Payment Solutions Merchant Services Payment Methods 130

Intercom, Inc.

AUGUST 29, 2019

In this week’s episode we’ve dug down into the podcast vaults to bring you some of the best insights shared by our guests about scaling sales. It’s no surprise that one of the key levers for growth as you go from startup to scale-up is your sales team. Hiring for sales with John Barrows.

Scale 172

Scale Sales Hiring Scaling Payment Services 172

SaaStr

MAY 12, 2022

Offering its services as a freemium-based model, CircleCI recognizes driving trials as the cornerstone of a go-to-market strategy for any developer tool. . Jim Rose, CEO of CircleCI, leverages his experience marketing to software developers to discuss the merits of moving from a subscription-based to a usage-based business model.

Scale 258

Scale Payments SaaS Payments Payment Services 258

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Jabari Norton, VP WW Partner and Alliances, Sumo Logic.

Scale 256

Scale Marketplace as a Service Cloud SaaS Payments 256

SaaStr

SEPTEMBER 9, 2021

I was lucky to catch up recently with one of my very favorite SaaS founders, René Lacerte, CEO Bill.com. Bill.com has become an SMB powerhouse, with 120,000+ customers and a stunning $25B+ market cap. Bill.com had to develop a network that today has millions on vendors processing bills and payments on it. But it paid off.

SaaS Payments 62

SaaS Payments Payments Payment Services Scale 62

SaaStr

JULY 10, 2024

So there’s a vertical SaaS company at over $600m ARR that is extremely well known to its customers that you’ve probably never heard of — Instructure. Instructure is one of the leading learning management systems for education with its Canvas product. That’s the power of compounding revenue in SaaS!

Scale 292

Scale SaaS Payments Payment Services Payments 292

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. Predictable Revenue Streams: Subscription models provide a consistent and predictable revenue stream for SaaS companies.

SaaS Payments 130

SaaS Payments Payment Services Payments Payment Solutions 130

FastSpring

SEPTEMBER 16, 2021

What makes a company choose one SaaS payment processing provider over another? We know that conversion rates for SaaS and software companies will vary by 30% or more just based on the checkout experience. If you’re taking payments, your customer’s financial and personal data is one of your top concerns.

Payment Services 147

Payment Services SaaS Payments Merchant Services Payment Solutions 147

SaaStock

JANUARY 25, 2019

The Latin American SaaS landscape is hustling and bustling, having seen more IPOs in the last 6 months than the previous 20 years combined. We will gather 300 leading SaaS founders, executives and investors for three days packed with opportunities and rich exchange of knowledge to push the whole ecosystem forward. RD Station.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

SaaStr

OCTOBER 22, 2021

Expensify is one of those incredible companies that maybe was too early to market. An incredible lesson of being early, being right, and staying the course as the market evolved and changed and got even bigger. 1M in ARR per employee could be a new efficiency record at IPO for SaaS. Fintech is the engine of growth at scale.

Scale 321

Scale SaaS Payments SMB Payment Solutions 321

SaaStr

APRIL 1, 2023

Throw in the rise of social media and mobile web payment systems like Stripe and Braintree, and something revolutionary was at our doorstep. The market continued to expand and grow into what it is today. 2020 wasn’t the only reason small business owners adopted software solutions, but it sure sped up the process.

Scale 245

Scale SMB Merchant Services Payment Methods 245

SaaStr

NOVEMBER 21, 2022

Robert Butler, Chief Commercial Officer at Payrix, has spent over 25 years in fintech and has most recently grown Payrix from $4 million to $100 million in ARR over the last four years, leading to a successful buyout and the launch of Worldpay for Platforms. Brex then scaled its payments business quickly.

Payments 243

Payments Payment Methods Embedded Payments Scale 243

SaaStr

AUGUST 3, 2022

Few SaaS leaders have gone through more post-pandemic change than Shopify and Zoom. SaaS growth slowed to 10% year-over-year, down from a peak overall growth of almost 100% (!) Gross Margins declining toward 50% as payments, merchant services and more outpace the growth of SaaS subcriptions. More on that here.

Payment Methods 277

Payment Methods Merchant Services SaaS Payments Payment Solutions 277

SaaStr

SEPTEMBER 26, 2019

So, despite SaaS multiple and the public markets being at near record highs, we’ve seen things start to … wobble a bit overall in tech: The WeWork IPO simply failed , and the Peloton and Direct Smile IPOs were broken. The Fed’s Repo market had to essentially be bailed out by the government. Slack is mortal.

SaaS Payments 280

SaaS Payments Sales Hiring Scale SMB 280

SaaStr

AUGUST 21, 2024

Grew Restaurant Locations 29% Year-Over-Year to 120,000 Perhaps the most important metric at scale. Only 18% of Revenue From SaaS. It’s probably not really a SaaS company, but close enough to include it in our series and our ecosystem. #3. 13% Market Share in U.S. This is what one 10x ARR leader really looks like.

Scale 294

Scale Payment Methods SaaS Payments Payment Solutions 294

SaaStr

JULY 31, 2020

Founded in 2015, Chorus operates a SaaS platform that provides valuable insights from conversations – say with calls, video conferences and emails — for revenue teams. Keep in mind that Conversation Intelligence is the fastest-growing segment in sales technology, with much traction in the enterprise.

Scale 359

Scale Artificial Intelligence Payments Payment Services 359

SaaStr

AUGUST 24, 2022

They dominate a large market, and are growing almost 60% at $800m in ARR! And yet, the markets are tough today, and Toast is now worth less than $10 Billion, despite executing admirably. Driving up sales rep efficiency is key to driving up margins. As the brand scales, they get more of a boost from inbound. #5.

SaaS Payments 321

SaaS Payments Scale SMB Payment Solutions 321

SaaStr

JANUARY 30, 2023

20X year 1⃣ 12X year 2⃣ 5X year 3⃣ #deelspeed @deel [link] — Shuooo (@shuoshuooshuooo) January 23, 2023 When we look at SaaS companies’ success stories, everything looks great on their growth maps. Shuo Wang is the CRO and co-founder of Deel, one of the fastest-growing SaaS companies.

Sales Hiring 269

Sales Hiring Payment Services SaaS Payments Scale 269

Stax

MARCH 18, 2025

The SaaS industry has seen explosive growth in the past decadeand this is expected to continue this year. Data cited by Statista shows that the software as service is expected to hit $299 billion by the end of 2025. Part of this can be attributed to the SaaS model’s unique aspect of relying primarily on future revenue.

Scale 117

Scale Payment Services Payments SaaS Payments 117

SaaStr

JULY 30, 2024

Okta’s VP of Engineering, Monica Bajaj, and Senior Director of Platform Product Marketing, Priya Ramamurthi, share Okta’s playbook to PLG, developer experience, and Enterprise ARR. Product-led outperformers generate ten percentage points higher in ARR and 50% higher in valuations than sales-led growth outperformers.

Underperforming Technical Team 276

Underperforming Technical Team Enterprise Scale Payments 276

SaaStr

JUNE 1, 2023

We’ll see 2,500+ of the best SaaS founders, execs, and VCs NEXT WEEK June 6-7 at 2022 SaaStr Europa ! Make is the leading visual platform for anyone to design, build, and automate anything – from tasks and workflows to apps and systems – without coding. Grab tickets here. SAP for Startups? We are Worldline.

Scale 245

Scale Payments Payment Solutions Artificial Intelligence 245

SaaStr

MARCH 25, 2021

Shopify is #1 in so many market segments, but for “bigger” SMBs BigCommerce (and perhaps less-custom enterprise deployments) is arguably #2 to Shopify. It’s much smaller than Shopify, at $170m ARR vs $3B+ ARR, but it’s still plenty big for us to learn a lot from this big but not #1 player in the market.

Outsourcing Services 283

Outsourcing Services Payments Merchant Services SaaS Payments 283

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. E.g.,: CAC of < 12 months is Good-to-Great Paying sales reps 25%-30% of what they close is Good A burn ratio of 1 or less is Good These metrics do sort of work, if you have some capital to spend (i.e.,

SaaS Payments 272

SaaS Payments Metrics SMB Payments 272

SaaStr

MAY 26, 2019

SurveyMonkey is one of the Old School SaaS companies that has followed an interesting path. days, for years it was run by a tiny team and dominated the self-service side of surveys. Price Increases Do Work at Scale. One worry with SMB and freemium is how big can the market be? That will be their secret to future growth.

Scale 272

Scale SaaS Payments Payments Payment Services 272

SaaStr

MAY 4, 2022

No matter how innovative a product might be, a business can only succeed if it enables its customers. Suzanne Xie kicked off her journey in SaaS as the Founder and CEO of Lightwell. What makes a SaaS business so hard? Market trends: why is it easier than ever to build an online business? Platforms-as-a-service.

Payment Features 255

Payment Features Payment Services Outsourcing Services Payment Solutions 255