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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

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. No one else was even building anything like this.

Payments 274
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GTM in The Age of AI: The Top 10 Learnings from ICONIQ’s 2025 B2B SaaS Report

SaaStr

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). vs $8.7K), and dramatically leaner operations.

Scale 187
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Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now New Rules For a New Game One of the biggest shifts happening in startups right now is that the old rule of thumbs for how you build a successful software startup just don’t hold in the age of AI. Follow along to stay up to date!

Cloud 157
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Scaling with Usage-Based Models: A Practical Guide to Metering

Blulogix

By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. Whether its cloud storage, software access, or other services, customers appreciate paying only for what they use.

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Product Marketing Metrics (KPIs) – How To Measure Success in SaaS

User Pilot

Are you tracking the right Product Marketing KPIs? With so many product growth insights available to every product marketer, it’s sometimes hard to understand which metrics are relevant and which you should be tracking to measure the success of your product marketing. What is Product Marketing?

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Ten Pearls Of Enterprise Software Startup Wisdom From My Friend Mark Tice

Kellblog

Mark’s a seasoned startup executive, he’s go-to-market oriented, and he has some large-company chops that he developed earlier in his career. Here’s an edited version of Mark’s top ten enterprise software startup mistakes list, along with a few comments prefaced by DK. Ignoring churn greater than 15%.

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How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

It’s expensive and time-consuming to build software. Go-to-Market is expensive and labor-intensive. There’s an assumption that as a founder or Head of Product, you need a deep understanding of the business domain your users are in — how they think and want to work, regulatory and reporting requirements, etc.