Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As a reminder - from 2010 - 2020 the average 10Y rate was ~2.3%. The average yearly growth in IT budgets from 2010 - 2019 was 4.1%, so the projections for 2023 are below the historical yearly average. Follow along to stay up to date!

Cloud 130

Cloud Forecasting Payment Features Subscription 130

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). It makes sense the median multiple today is lower than the 2010-2020 average given the difference in rates. Follow along to stay up to date!

Cloud 130

Cloud Payment Features Subscription Revenue 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I’m using the period of 2010+ given that’s really when cloud software came about. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Software Payment Features Subscription 130

The Angel VC

JANUARY 4, 2011

Here's the third part of my 2010 portfolio review. was founded in 2008 by two extremely sharp students of the Cracow University of Science and Technology who wanted to build a simple, easy-to-use, web-based invoicing and billing application for small businesses in Poland. Another investment that I made in 2010 is Propertybase.

Payment Solutions 104

Payment Solutions Payments Payment Features Software Review 104

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

The Angel VC

DECEMBER 25, 2010

As 2010 is drawing to a close I’d like to take a moment to give you a quick update on my angel investment activities and more importantly, thank the incredibly talented and hard-working people who have made it such an amazing year. Mange tak to Mikkel , Morten , Alex , Michael and the whole crew.

Cloud 106

Cloud Investment B2B Payment Features 106

SaaStr

JANUARY 14, 2020

That was when a new vision formed beyond the physical classroom to what would later become our cloud, where we can teach anyone anywhere the digital technology skills of the future. And from about 2007 till 2010 we bootstrapped and built the first version of the Pluralsight you see today. So, let me walk you through that.

B2B 173

B2B B2C Scale New CTO 173

Natalia Luneva

JANUARY 7, 2023

Office E3 is a cloud-based suite of productivity apps and services with information protection and compliance capabilities included. Unlimited OneDrive storage for subscriptions of five or more users. Subscriptions for fewer than five users receive 1 TB OneDrive storage per user. You can cancel your subscription at any time.

Payment Services 52

Payment Services Payment Features Payment Solutions Payment Methods 52

Sales Hacker

SEPTEMBER 11, 2020

For instance, if you’re selling into a cloud security startup, it will likely focus on developing its core security products, but it will need to outsource tools like HR software, email marketing tools, and so forth. “We Founded in 2010. Raised seed in 2010. Founded in 2010. Raised Series D in 2016.

Outsourcing Services 104

Outsourcing Services Scale Startup Outsourced Development 104

SaaStr

AUGUST 7, 2020

Coupa CEO, Rob Bernshteyn, and SaaStr CEO, Jason Lemkin, will discuss how the Cloud has changed in 2020. The key for us was we were building not one industry Cloud, but four, and then at Vlocity, we later added two more and expanded to six, so the secret of building one vertical SaaS product is going deep.

Payment Solutions 218

Payment Solutions Pricing Payments Payment Services 218

ChurnZero

JANUARY 13, 2022

This role is made for her,” said Kirsten Davies, SVP and Chief Information Security Officer, The Estée Lauder Companies. Ellen joined Forescout in 2010 and has been instrumental in driving cross-functional efforts between sales, product, and engineering to deliver on customers’ technical needs. markets at Blackbaud.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Intercom, Inc.

APRIL 22, 2019

Rick started Guru in 2013, after successfully founding Boomi (a cloud integration and data management company) and selling it to Dell. With the advent of the subscription economy, support is increasingly responsible for fostering that relationship over time (which can lead to more long-term revenue). Short on time?

Scale 156

Scale Scaling Underperforming Technical Team AI Search 156

Natalia Luneva

JANUARY 7, 2023

Looking for: – Microsoft office 2010 price in nigeria free. IT consultants will probably know all of the technical points in this article, but you might find some new arguments both for and against moving to Office The cloud is an industry term for an off-site file hosting service. Click here to Download.

Pricing 40

Pricing Sales Recruiting Sales Hiring Cloud 40

OPEXEngine

NOVEMBER 22, 2022

Horizontal SaaS companies were the first to debut because the market for basic administrative functions was broad, the R&D work was light, and the demand for cloud-based services was limited to basic functions. The subscription to professional services revenue mix varied as described by the Customer-Centric business model classification.

Business Model 52

Business Model Business SaaS Scale 52

ProfitWell

MAY 18, 2020

Why it's never been easier to sell subscription. The beauty subscription box startup Birchbox launched in September 2010 as the unemployment rate peaked at 10 percent. Twilio , cloud communications platform, also found success after launching in the midst of a financial crisis. PaaS: Pasta as a service.

Data 52

Data Sales Hiring Customer Lifetime Value Subscription 52

Outseta

MAY 8, 2020

Exactly 10 years ago today—May 10, 2010—I slinked through office doors that opened to my first day of work at a “real job.” Perhaps best of all, the advent of cloud computing has made the barrier to entry in this field lower than ever before. Musing after a decade spent building SaaS start-ups By Geoff Roberts 20 min read.

Part-Time VPE 102

Part-Time VPE Fractional VPE Sales Hiring Underperforming Technical Team 102

How To Buy Saas

OCTOBER 10, 2024

With both free plans and paid subscriptions available, small businesses can benefit a lot and boost their business successfully. Besides bulk messaging, Sendwo caters to your needs with a wide range of features like automated responses, chatbots, bulk contact list export, message scheduling, multiple accounts, cloud import, and more!

Social Media 52

Social Media Marketing Business AI Search 52

How To Buy Saas

FEBRUARY 29, 2024

In the realm of SaaS development, Schnell provides a full range of services, from consulting and app architecture to subscription management and ongoing maintenance. 10Clouds offers a wide range of services focused on web and mobile app development, blockchain solutions, AI and machine learning, cloud solutions, DevOps, and SaaS.

DevOps as a Service 40

DevOps as a Service Development Technical Review Blockchain 40

SmartKarrot

SEPTEMBER 18, 2020

The basic version being free and the premium version halts in three subscriptions plans. Founded in 2010, it allows monitoring user adoption and overall user activity. It is a cloud-based data storage medium app for third-party e-learning systems and schools/districts. It comes in two plans as of now. Panorama Education.

Technical Review 21

Technical Review SaaS Software Review Systems Review 21

SmartKarrot

FEBRUARY 3, 2022

Its product AmbarEva is a cloud-based project management solution. Its main goal is to assist businesses in managing their financial routines and optimizing procedures such as accounting, stock, banking, and electronic invoicing, among other things. The cloud-based eCommerce platform allows businesses to sell digital goods.It

Payment Methods 10

Payment Methods SaaS Payments Merchant Services Payment Services 10

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). Big tech takes over.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

JANUARY 18, 2022

Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes. CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SmartKarrot

JANUARY 28, 2022

Adaptive Shield is a SaaS company that offers a security posture management platform that is used to help organizations manage and secure their cloud services. Adaptive Shield provides enterprises with a continuous, automated platform and a built-in knowledge base to provide true native SaaS security. Founded in: 2010.

SaaS Payments 10

SaaS Payments Payment Solutions Payment Methods Payment Services 10

SmartKarrot

JANUARY 25, 2022

Encouraged by the success and importance of SaaS, Australia has actively adopted the cloud ecosystem and founded brilliant SaaS-driven companies and platforms. Campaign Monitor offers a subscription-based pricing model. Canva is a cloud-driven platform for creating graphic presentations. Headquarters: Sydney, Australia.

SaaS Payments 10

SaaS Payments Payment Services Payment Methods Marketplace as a Service 10

SmartKarrot

JANUARY 22, 2021

As we are constantly grappling with the new-generation subscription-based economy, we have learned that a low barrier entry also signals a low barrier to exit. The Customer Success Funnel SaaS and Mobile Apps Cloud and its Phenomenal Impacts. 2005 – 2010: Automation and Marketing plugs in Engagement and Sales.

Customer Success 10

Customer Success Scale Artificial Intelligence Sales Hiring 10

SmartKarrot

JANUARY 25, 2022

This 2014 company, Alugha is not only the first multilingual cloud-based video hosting platform, but it is also the sole open video portal in Germany. It is a subscription service available as a web and a mobile app. Conceptualized in 2010, EyeEm , which is pronounced as ‘I am’ in Germany, is a SaaS company. Orora Tech.

Technical Review 10

Technical Review SaaS Point of Sale Banking 10

SaaStock

MARCH 20, 2019

ProfitWell provides industry standard subscription financial metrics that uncover pockets of hidden revenue through unmatched subscription intelligence. ProfitWell is used by over five thousand subscription companies every day, including Meetup, HubSpot, and Teamwork.com. Founded: 2010. Based in: Boston, MA. ProfitWell.

SaaS Payments 271

SaaS Payments Merchant Services Payment Solutions Payments 271

SaaStr

OCTOBER 24, 2019

INTRO by Christian Lanng : We do cloud based splicing for the Fortune 5000. Did anti-virus and anti-spam and the cloud. Jos White : We were fortunate enough to lead a Series A investment into Tradeshift back in 2010, I think. Christian Lanng : So we started with something very, very narrow, which was invoicing.

Payments 133

Payments Payment Features SaaS Payments Underperforming Technical Team 133

SaaStock

MARCH 20, 2019

ProfitWell provides industry standard subscription financial metrics that uncover pockets of hidden revenue through unmatched subscription intelligence. ProfitWell is used by over five thousand subscription companies every day, including Meetup, HubSpot, and Teamwork.com. Founded: 2010. Based in: Boston, MA. ProfitWell.

SaaS Payments 100

SaaS Payments Merchant Services Payment Solutions Payments 100

SaaStr

MARCH 20, 2019

Prior to joining SendGrid, he spent 4 years at Citrix, where he drove the company’s product strategy for cloud infrastructure and server virtualization. Sameer joined the company in 2010, when Citrix acquired VMLogix, where he served as CEO and doubled revenues during each year of his tenure.

Underperforming Technical Team 177

Underperforming Technical Team Development Software New CTO 177

Hull

JANUARY 22, 2019

Second, cloud-hosted SaaS apps meet “consumerized” technology buyers via a freemium sales models. In 2010, Sean Ellis coined the term "Growth Hacking" Again, it's the same process being applied over more elements of the customer journey. And this is just one industry (albeit, an industry we all buy from).

SaaS Payments 77

SaaS Payments Engineering Technical Advisors Payment Solutions 77

ProfitWell

JULY 15, 2019

Bundled service providers like AOL have phased out and cloud-based subscription services are enjoying their time in the sun. We’ve got words like subscription, ad supported, license, and ASP, that are well understood. They had recently saved on server costs by switching to the cloud. Fast forward to the mid-aughts.

Pricing 41

Pricing Business Model Cloud Venture Capital 41

SmartKarrot

FEBRUARY 4, 2022

AWS offers cloud services to businesses. Coupa is a cloud-based expenditure management software for businesses. It includes a completely integrated suite of financial tools for company expenditure management, such as invoicing, sourcing, procurement, and cost management. Founded in: 2010. Founded in: 2010.

Marketplace as a Service 10

Marketplace as a Service SaaS AWS Cybersecurity 10

Intercom, Inc.

OCTOBER 29, 2020

The state of tooling in 2010 or 2011 was that there was no Stripe, there was no subscription management and the idea of a SaaS economy was just nonsense. The way you talked to your customers was by exporting your PayPal dashboard because everyone used PayPal for subscription back then.

Payment Solutions 209

Payment Solutions Payment Methods Underperforming Technical Team Sales Hiring 209

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Before that, he was the CEO and Co-Founder of DataHug, which was acquired by Calidus Cloud in 2016. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. and then like, if I go to 2010 in the startup space.

AI Search 68

AI Search AI Scale Software 68