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Takeaways from SaaStr Part 1: Where SaaS is and Where SaaS will be in 2024

Sales Hacker

Share Where SaaS is and Where SaaS Will Be in 2024 This newsletter draws inspiration from one of our favorite talks at SaaStr from David Sacks’s (GP of Craft Ventures) with Jason Lemkin on Where SaaS is and Where SaaS will be in 2024. High vs Low Margin SaaS Models Software is an inherently high-margin business.

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5 Predictions for 2021

Tom Tunguz

The 2010s were the decade of software and SaaS, the era when Salesforce become the first SaaS company to sail past the $100B market cap mark. The IPO market hasn’t been this hot since at least 2012, but likely since the dot-com era. 2020 becomes the decade of data. The M&A market continues to surge.

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Underestimating AI in Healthcare

Andreessen Horowitz

In the digital health public markets , there are (1) tech-enabled service companies that have excelled in speedy go-to-markets, but have been low margin due to human labor, and (2) healthcare SaaS companies that are high-margin, but have struggled in go-to-market because of the difficulties of selling SaaS to human-loving healthcare entities.

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The SaaS Trust Crisis with Godard Abel (Video + Transcript)

SaaStr

It’s 2020 and SaaS buyers are more skeptical and suspicious, more disbelieving, more unconvinced than they were in 2019. The SaaS Trust Crisis is making it harder to market and sell software and services than ever before. And what I’d like to talk to you about today is the SaaS Trust crisis we’re seeing.

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O ouro está aqui: As maiores referências sobre canais no mundo

SaaSHolic

Conhecendo as minhas limitações resolvi somar esforços e trazer alguém com bastante conhecimento na área para o time: há alguns meses a Karyn Serratine está ajudando bastante com os desafios de marketing. Cases de Sucesso com Canais 30 dos melhores programas de canais do mundo.

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10 Learnings From Mark Suster’s “Funding In the Time of Coronavirus”

SaaStr

For the past 5-7 years, SaaS in the enterprise has been turbocharged by CIOs and buyers wanting to bring innovation into the enterprise. The goal now for most SaaS start-ups is to retain as many logos and customers as possible. Both are seed rounds ($4m checks), pre-revenue with exceptional teams with deep knowledge.

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The 57% Drop in SaaS Valuations

Tom Tunguz

I wrote a post on January 10, 2016 called The Downward Pressure of Public Markets on Startup Valuations that depicted the slow decline of SaaS multiples in the public markets. The chart above shows the forward revenue to enterprise value multiple of all public SaaS companies. forward revenues. 100M in revenue - not ARR.

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