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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

We are modernizing a massive and technologically underserved industry—an industry commonly referred to as the “trades.” Based on internal analysis of industry data, we estimate the customers of trades businesses, which we refer to as “end customers,” spend approximately $1.5

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 277
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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

Keeping track of the accounting for SaaS businesses can be challenging because of the subscription model that they operate on, and that is why most companies opt for cloud-based software solutions to smoothen the processes. This is an important process as you need to send invoices to customers on time and also collect revenue effectively.

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3 Ways I’ve Changed Venture Investing at SaaStr Fund

SaaStr

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai Lemkin (@jasonlk) May 22, 2025 But also, over time, I’ve made more mistakes too.

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Even a DCF is riddled with long term assumptions.

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What is Customer Satisfaction: Importance for Business Success + How to Improve

User Pilot

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. For a broader measure of satisfaction, you’ll need to consider other customer success metrics. They include metrics like the Net Promoter Score , Customer Effort Score , Customer Churn/Retention Rates , etc. Satisfied customers are loyal.

Business 111
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The 5 customer success revenue metrics that matter (to the board, the market, and you)

ChurnZero

If youve come up in your career through sales, you’re used to living in a world defined by revenue metrics. But in a subscription economy, the reality is that its far more than that. Why it matters : NRR is the single most important metric for SaaS companies, especially in the eyes of investors and acquirers.