SaaStr

NOVEMBER 22, 2020

There are three main dimensions to expansion: Industry verticals such as healthcare or financial present an opportunity to effectively leverage your Go-to-Market strategy, i.e., distribution, bundling of products, etc. There will be more competition at this phase, so resource allocation becomes paramount.

Scale 311

Scale Scaling Technical Review Systems Review 311

Baremetrics

MAY 25, 2021

All businesses need to know where they stand financially at any given point. That's where financial projection software comes in. But knowing how to create financial models is an art that's difficult to master. Thankfully, we've created the SaaS Financial Model You'll Actually Use. What is Financial Forecasting Software?

Software 81

Software Forecasting Churn Finance 81

SaaStr

MARCH 7, 2023

A Look Back At 2022 Performance ICONIQ Growth leverages quarterly operating and financial data from 92 enterprise SaaS companies. The forecasted median growth rate is more tepid now, around 35%. Pepper shares that ICONIQ, a venture capital firm with $10B under management, made fewer investments last year than ever before.

Outsourcing Services 164

Outsourcing Services Scaling Venture Capital Forecasting 164

Baremetrics

NOVEMBER 25, 2021

A hiring plan allocates expected future expenses based on your revenue forecasts. How do you create a hiring plan that stands up financially? Define your hiring resources 5. Align hiring practices and resources with needs Frequently asked questions about hiring plans -> Who builds the hiring plan? Table of Contents.

Sales Hiring 97

Sales Hiring Sales Recruiting Finance Forecasting 97

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. Act FinOps Tools Cost Management Software Financial Modeling Tools EDI Systems Conclusion. Table of Contents. What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97

Blulogix

APRIL 9, 2024

Forecast Trends: Anticipate market shifts and adjust digital inventory offerings accordingly to stay ahead of the curve. By analyzing this data, businesses can: Identify Popular Products: Focus on promoting and enhancing digital products or services with high demand.

Scale 52

Scale Subscription Payment Features B2B 52

Stax

JANUARY 31, 2024

While you can’t avoid the rate hikes, there are strategies and resources available to help merchants mitigate the impact. Factors influencing the changes The factors influencing Visa interchange rate changes in 2024—or any year—are myriad and include: Changes in regulations on credit card networks, payment processing or financial regulations.

Payment Services 88

Payment Services Merchant Services Payment Methods Accept Credit Card Payments 88

Baremetrics

APRIL 27, 2021

Revenue forecasting models help you plan your next phase of growth. Financial models also help you plan how to pivot in response to certain scenarios, like a sudden drop-off in sales or an unexpected surge in demand. Ready to go to the next level with your forecasting metrics? What is Revenue Forecasting?

Forecasting 89

Forecasting Revenue Sales Hiring Outsourced Development 89

Blulogix

FEBRUARY 9, 2024

Creating a Monetization Framework For Your Business View the Whitepaper The Benefits of Embracing Recurring Revenue Financial Predictability: The cornerstone of recurring revenue models is their ability to provide businesses with a steady, predictable cash flow. Businesses must balance market competitiveness with financial sustainability.

Revenue 52

Revenue Business compliance B2B 52

Baremetrics

MAY 13, 2021

Cash flow modelling software lets you use historical data from a time period to develop a forecast of your incoming cash from revenue. We’ve previously discussed creating a financial model that encompasses cash flow, operations, revenue, and forecasting. Start with a free trial to make your financial modelling seamless.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

Andreessen Horowitz

OCTOBER 4, 2023

In this series, we have explored a variety of funding options for startups looking to launch a new financial product as well as terms to consider when negotiating your first warehouse facility. Read part 1 on Choosing the Right Funding Structure here. Read part 2 on Trade-offs Across Terms here.

Outsourcing Services 128

Outsourcing Services Software Review Scale Banking 128

Baremetrics

APRIL 6, 2021

Upgrading your financial modeling software helps your SaaS enterprise make more informed decisions about income, cash flow, revenue, risk management, and various financial outcomes. The best way to do this is to create scenario-based forecasts that predict SaaS finances. It's well worth a read. Baremetrics is the No.1

Payment Solutions 59

Payment Solutions Payments Software Forecasting 59

Subscription Flow

FEBRUARY 27, 2024

Certain Revenue Projection: This improves overall financial management by enabling strategic planning, expansion plans, and effective resource allocation. Easy Onboarding: A well-configured subscription billing system makes it easier for new users to get started with the software and guarantees a positive experience.

SaaS Payments 83

SaaS Payments Payment Services Payments Payment Solutions 83

Baremetrics

DECEMBER 7, 2023

This post is part of an ongoing series for SaaS founders and CEOs on setting up their financial stack in a scalable manner. The benefits of a well-thought-out process includes increased visibility to your revenues, expenses, and cash flows, and a faster feedback loop to make your forecasting more operationally focused.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52

Kellblog

NOVEMBER 23, 2022

A good operating plan should present financial context as well. One year of forecast. This year that’s your 2022 forecast, which is your first through third quarter actuals combined with your fourth-quarter forecast. You should let this go negative (in your financial models only! ) Context is King.

Technical Review 117

Technical Review Software Review Forecasting Churn 117

Mucker Capital

DECEMBER 6, 2023

In this Mucker Growth Session, Steven Plappert , CEO and co-founder of Forecastr , tackles how to use your financial model to the best capacity when fundraising. Your financial model can be your secret weapon in the fundraising process when you use it as offense. Use your financial model to plan your raise to begin with.

Scale 52

Scale Forecasting Scaling Investment 52

Navint

SEPTEMBER 2, 2021

Businesses that can anticipate their momentum with forecasting data and metrics can make more accurate financial projections, better allocate resources, and adapt processes and procedures. Consistent, predictable revenue is the key to organizational growth.

Revenue 59

Revenue Forecasting Churn Metrics 59

User Pilot

DECEMBER 15, 2023

By screening your ideas before investing in their development, you reduce the risk of failure and can allocate resources to initiatives that satisfy customer needs and market demand. Its primary goal is to narrow down the list of ideas and focus on those that align with the organization’s goals , resources, and market needs.

Development 93

Development Market Research Interviewing Trends 93

Neil Patel

FEBRUARY 26, 2021

In an ideal world, sales teams and business leaders would have crystal balls to help them predict accurate sales forecasts. Then what’s the best way to go about creating sales forecasts for your business? Then what’s the best way to go about creating sales forecasts for your business? Con 1: Sales Forecasting Takes Time.

Forecasting 115

Forecasting Sales Hiring Sales Trends 115

User Pilot

APRIL 24, 2024

The catch is that professional localization isn’t always viable financially. Unfortunately, creating videos is time and resource-intensive. Use predictive analytics to forecast customer behavior As AI excels in identifying patterns, it can predict future behavior fairly accurately based on historical data.

AI 68

AI Artificial Intelligence SaaS Generative AI 68

Andreessen Horowitz

FEBRUARY 13, 2024

Financial statements (historical and forecasted) Some companies choose to include historical and forecasted income statements in the data room. This budget is important to demonstrate to investors that you are planning ahead and have a realistic view of the runway that new capital will support.

Development Team Review 128

Development Team Review Technical Review Finance Systems Review 128

Totango

FEBRUARY 5, 2021

For CEOs: Emphasize programs and their results, especially financial results. For CFOs: Emphasize financial KPIs and trends. Most of all, they want to know that the resources being spent on Customer Success initiatives are being put to their best possible use. Another option is to organize your presentation by topic category.

Customer Success 72

Customer Success Business Forecasting Onboarding 72

How To Buy Saas

NOVEMBER 3, 2023

In today’s fast-paced world, financial success demands more than saving money in a piggy bank. Regularly scout the market for the best high yield savings account that suits your financial goals. Stay informed about market trends, economic forecasts, and geopolitical events that could impact your investments.

Education 40

Education Investment Artificial Intelligence Finance 40

OpenView Labs

JUNE 16, 2021

We know a lot of folks are considering the switch, so we’ve curated this list of some of our favorite resources. Financial implications. Financial implications. Consumption Forecasting: What It Is and Why It Matters. More resource roundups from OpenView. The Ultimate Product-Led Growth Resources Guide.

Pricing 64

Pricing Scale Forecasting AWS 64

ChurnZero

JUNE 9, 2023

8 metrics to position Customer Success as a profit center with finance While sentiment-based metrics like Net Promoter Score ® (NPS) and customer satisfaction are important, they don’t frame CS work from a financial perspective. This is very useful for planning CS resource allocation. A healthy benchmark is 100% NRR or greater.

Finance 98

Finance Metrics Customer Success Headcount 98

OPEXEngine

OCTOBER 13, 2020

Those CFOs who are able to successfully transform legacy budget and planning processes can act quickly when faced with change, increase visibility into their company’s financial health, and better manage the bottom-line profits. Use rolling financial forecasts to identify challenges and opportunities. The data backs this up.

Systems Review 52

Systems Review Forecasting Finance Benchmarks 52

Blulogix

DECEMBER 19, 2023

Finance: Get your financial team excited about predictable revenue streams and data-driven insights. Train them on UBP billing models and prepare them for the shift in financial forecasting. During the Transition: Provide clear instructions, FAQs, and support resources. Address their questions and foster trust.

AI Search 59

AI Search Subscription Payment Features Finance 59

Chaotic Flow

MARCH 25, 2014

At the time, SaaS investors and executives were still getting their heads around the SaaS recurring revenue business model, so there were very few resources to turn to for support. This series explores the promise of customer success metrics and their role as the glue that connects SaaS customer success to SaaS financial success.

Metrics 156

Metrics Business SaaS Scale 156

Valerian Tech

JULY 10, 2023

Finance: AI and ML are enhancing fraud detection, risk assessment, and trading strategies in the financial sector. ML algorithms analyze vast amounts of financial data to identify patterns, detect anomalies, and make data-driven decisions. AI-powered chatbots and virtual assistants also enhance customer engagement and support.

Technical Review 40

Technical Review Artificial Intelligence AI Technology 40

OpenView Labs

APRIL 18, 2020

Outlined below is a collection of key financial and capital market resources from the week ending 4/17. . from the 1Q20 forecast estimate of 10%. Take the “confidence interval” exercise and apply it to your financial model. In financial modeling our ranges are narrow, and outputs (i.e. Financial resources.

Marketing 53

Marketing Forecasting Outsourced Development Software Review 53

OPEXEngine

MARCH 8, 2022

As your SaaS company grows in complexity and expectations, you reach a point where manual processes waste time away from analysis, and you struggle to collect and act on your growing range of financial and operating data. Create forward-looking forecasting across revenue streams. Establish Contract-based subscription billing.

Subscription 52

Subscription Payment Features Startup Scale 52

Stax

MARCH 6, 2024

Recurring revenue allows merchants to forecast future revenues more accurately, which aids in financial planning and resource allocation. The key benefits include: Predictable revenue streams The predictability of recurring billing creates a win-win situation for merchants and customers.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

Baremetrics

OCTOBER 28, 2021

Just look at the Baremetrics dashboard and the Open Startups project to see how we try to empower founders with financial transparency. That couldn’t be truer as we hire new staff members, who provide the resources to give our users that value. Make more with Baremetrics Our philosophy has always been to make our customers make more.

AWS 94

AWS Forecasting Onboarding Finance 94

OpenView Labs

MAY 26, 2020

Outlined below is a collection of key financial and capital market resources from the week ending 5/15. . Now imagine that “ the expectations for future financial performance implicit in the share price are represented by the speed of the treadmill … for outstanding companies the treadmill is moving faster than for anyone else.

VP of Engineering 52

VP of Engineering Marketing Social Media Forecasting 52

User Pilot

JUNE 26, 2023

Choosing the right feature request prioritization framework enables product teams to make informed decisions and deliver the maximum customer value possible, especially when resources are limited. The Value vs Effort matrix considers the positive impact of the feature against the resources and time needed to deliver it.

Forecasting 86

Forecasting User Experience Scaling Development 86

Baremetrics

AUGUST 23, 2021

Financial bootstrapping Marketing bootstrapping What are some bootstrapping business examples? For some people, this might mean raising capital from venture capitalists, while for others it is using their financial statements to secure loans from banks to finance massive growth. Table of Contents. What are the bootstrapping stages?

Business 96

Business Payment Services SaaS Payments Payment Solutions 96

Stax

NOVEMBER 20, 2023

With more financial resources circulating locally, SMBs have a better chance of weathering economic challenges. Lay the groundwork Analyzing past sales data lets you forecast product or service demand during the event. The AmEx marketing resources have free social media posts and email templates.

Payment Methods 88

Payment Methods Merchant Services Stax Payment Services 88