SaaStr

SEPTEMBER 20, 2023

SVB collapsed, market multiples are down, yet the IPO window is re-opening, and we have a platform shift to AI that’s exciting everybody. At the peak of bull market exuberance at the end of 2021, a 1% improvement in revenue growth had the same impact on valuations as a 6% improvement in free cash flow margin. Let’s find out.

Cloud 309

Cloud Payments Software Review Payment Solutions 309

SaaStr

AUGUST 3, 2022

Zoom came out of 2020-2021 with SMBs no longer growing, but a huge boost in the enterprise. during peak Covid in Q3 2020. Payments still materially accelerating overall growth to 16%, and predicting revenue growth from payments and merchant solutions to more than double that of subscriptions and SaaS.

Payment Methods 286

Payment Methods Merchant Services SaaS Payments Payment Solutions 286

SaaStr

APRIL 29, 2021

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. When you add in payments, i.e. merchant services, NRR for 2018+ is about 110%, based on the below new chart.

Merchant Services 316

Merchant Services Payment Methods SaaS Payments Payments 316

Payrix

MAY 14, 2024

No one knows this better (or more intimately) than a software company Chief Revenue Officer (CRO). Adam Tesan, CRO at Worldpay for Platforms, is a seasoned executive leader with decades of experience in sales, marketing, and revenue in the software space. It was an Embedded Finance play starting with payments. [It

Payments 147

Payments Payment Services Payment Solutions SaaS Payments 147

SaaStr

SEPTEMBER 7, 2024

So one of SaaStr Fund’s latest investments is Mangomint, a vertical SaaS platform for spas and salons. You really have to do it all now to build a true platform for SMBs: software, payments, payroll, marketing, workflow and more. Now … that sounds niche, and it sounds crowded. Today, the customers expect it all. #2.

SaaS Payments 315

SaaS Payments Payments Payment Methods SMB 315

Tom Tunguz

MARCH 28, 2021

in the same three year span, with a 3x jump between 2019 and 2020. In 2021, the business counted more than 8000 customers, with 1000 paying more than $100k and 89 paying more than $1m. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures. The services gross margin is -19%.

Payment Services 359

Payment Services Metrics Payment Solutions Payments 359

SaaStr

SEPTEMBER 22, 2021

While its software has decent margins of 66%, software is only 10% of Toast’s total GAAP revenue. It loses money on the hardware (gross margin negative) and the payments solutions have barely a 20%+ margin and constitute the vast majority of revenue today. Mediocre margins in payments. And a few bonus notes: #6.

Payment Methods 326

Payment Methods Payment Solutions Payments Cloud 326

SaaStr

SEPTEMBER 22, 2022

And its payments network to roll out. Up from 110% at IPO, 124% in 2021, and 121% in 2020. Both Bill.com and Shopify now get the majority of their revenues from payments and payment processing. This is radically different from the IPO, when payments were just getting gone. 131% NRR.

SaaS Payments 65

SaaS Payments Payment Services Payment Solutions Payments 65

Intercom, Inc.

NOVEMBER 27, 2019

But those three things are what got Starbucks its first profitable coffee shop in Seattle, not what allowed that shop to morph into an $80 billion business with 30,000 cafes around the world. In Paddle’s case, they optimize for the five stars of growth : Monetization: Optimize the pricing. That kind of growth? Salesforce?

Payments 186

Payments Scale Revenue SaaS Payments 186

SaaStr

NOVEMBER 7, 2019

How can a simple offering be transformed into its own platform? Renaud Visage, Co-Founder of Eventbrite, and Romain Huet, Head of Developer Relations at Stripe, know what it takes to effectively evolve your offering into a platform without losing what made offering appealing in the first place. Join us at SaaStr Annual 2020.

Payments 173

Payments Merchant Services Payment Solutions Payment Services 173

Buffer Resources

SEPTEMBER 25, 2024

I knew nothing about TikTok when I started my account in March 2020. A fellow business owner recommended I get on the platform to expand awareness for my disability advocacy company Diversability , and I gave it a chance but initially struggled to find traction. If it’s not clear, I am a big fan of TikTok.

Branding 107

Branding Payments Payment Methods Payment Services 107

FastSpring

APRIL 25, 2024

Pix, Brazil’s instant payment system introduced by the Central Bank of Brazil in 2020, has rapidly gained popularity among consumers as a preferred digital payment method. Director of Payments, Risk, and Compliance at FastSpring.

Payment Services 147

Payment Services Merchant Services SaaS Payments Payment Methods 147

SaaStr

OCTOBER 22, 2021

Ultimately, this leads to higher margins in payments, but also entails taking on financial risk, fraud risk, and a significant regulatory and legal overhead. #5. Growth of only 10% in 2019 to 2020 — but then exploded! But after adding more credit cards and payments, and coming out of Covid … boom!! based revenue.

Scale 327

Scale SaaS Payments SMB Payment Solutions 327

Tom Tunguz

AUGUST 26, 2020

TTM Revenue, $M. Revenue Growth. At the time of IPO, Asana generates more revenue, $162M in revenue to Smartsheet’s $111M. Asana is also growing faster, 86% annual revenue growth vs. SmartSheet’s 66%. Asana generates about 2x the loss of SmartSheet as a percentage of revenue. SmartSheet.

Payment Solutions 363

Payment Solutions Payments Outsourced Development Payment Services 363

Stax

MARCH 17, 2025

Adding PayPal to your list of accepted payment methods opens up a range of benefits for you and your merchants alike. Benefits for merchants Increase conversions – The primary advantage of adding PayPal, Venmo, and Pay Later as payment options is that they enable merchants to boost conversions.

Merchant Services 88

Merchant Services Stax PayPal SaaS Payments 88

FastSpring

SEPTEMBER 16, 2021

What makes a company choose one SaaS payment processing provider over another? But we wanted to hear directly from technical founders and software developers about what you look for in a SaaS payment processing service. Integrations? How does the provider protect against payment fraud? Is it the interface?

Payment Services 147

Payment Services SaaS Payments Merchant Services Payment Solutions 147

Chart Mogul

SEPTEMBER 17, 2020

Monthly recurring revenue is one of the least exciting topics to take on in 2020. Twitter hive, at @ChartMogul we’ve set out to write the MRR guide for 2020 — something that goes beyond the “How to calculate MRR” that you’re so tired of. — Ilia Markov (@nochainmarkov) August 27, 2020. It is simple (to calculate).

Payments 145

Payments Revenue Payment Features SaaS Payments 145

SaaStr

JULY 15, 2019

Well, not QUITE yet but if you’re already planning your trip to SaaStr Annual 2020, here is our initial speaker lineup. Prior to this, she was a Director at Apple where she led Worldwide Payments and Financing Programs for Online Stores. An all-access pass to SaaStr Annual 2020: March 10-12th @ the San Jose Convention Center.

Payment Methods 166

Payment Methods Point of Sale Payments Engineering 166

SaaStr

MARCH 19, 2019

Niall Wall, Box SVP of Business and Corporate Development alongside Vicki Lin, Stripe’s Head of Ecosystem and Cecilia Stallsmith, Slack’s Director of Platform Marketing discuss scaling your revenue via indirect channels and platform ecosystems. Join us for SaaStr Annual 2020. FULL TRANSCRIPT BELOW.

Payments 131

Payments Scale Scaling Revenue 131

FastSpring

NOVEMBER 4, 2021

Hackers are getting more sophisticated, and one area they love to attack is the online checkout experience on eCommerce websites, making secure payment forms more important than ever. We heard a wide variety of responses, such as: Using an AVS (Address Verification Service) Tokenization Stacking payment gateways Using encrypted payments.

Payment Methods 146

Payment Methods Payment Services Merchant Services Payment Features 146

SaaStr

DECEMBER 17, 2019

Enter the platform company. Join us at SaaStr Annual 2020. Or if you’ve ever gotten a 2 cent and a 4 cent deposit into your account as you’re trying to set up direct deposit or payments transfers, that’s a pre-Plaid world. So, 90 new people coming on and figuring out how to do that integration.

Payments 214

Payments SaaS Payments Banking Underperforming Technical Team 214

SaaStr

MAY 8, 2021

— Jason BeKind Lemkin (@jasonlk) September 4, 2020. bills, “payment terms”, and often, repeated follow-up. But getting paid in a simple ACH or credit card payment each month can be magical. You are robbing a bit of a long-term revenue stream if your over-discount to get an annual deal done now.

SaaS Payments 315

SaaS Payments Payment Services Scale Payments 315

FastSpring

JUNE 13, 2024

Unlock Additional Revenue Channels One of the significant benefits of integrating Apple Pay into your checkout is the potential to unlock additional revenue channels. Currently, Apple Pay is enabled on 78% of all iPhones and saw 100% growth from 2020 to 2022. Ready to take your business to the next level?

Payment Methods 158

Payment Methods Payments Payment Services Payment Features 158

SaaStr

JULY 20, 2022

Weave started off as a dental ERP and comms platform (including VoIP / phone), and then expanded beyond that as it scaled. Weave has added payment processing to its services, and as part of that, use Stripe per a 3 year term agreement. #5. 907 employees at IPO, so about $150,000 revenue per employee.

SaaS Payments 287

SaaS Payments Scale Payment Methods SMB 287

SaaStr

OCTOBER 20, 2023

In June 2020, they launched GPT3 — its first state-of-the-art large language model. In 2021, they trained GPT3 on Github repositories, produced a model that could code, and released embedding that allowed people to vectorize language and search across it to perform recommendations. From there, the pace picked up rapidly.

ChatGPT 296

ChatGPT Scale AI Search Sales Hiring 296

SaaStr

APRIL 6, 2021

Growth fueled by the addition of transactional revenue, not SaaS revenues. Olo’s explosive growth in the past 24 months prior to IPO wasn’t fueled so much by its SaaS revenue, but by transaction revenue as part of orders. As last as 2018, 93% of Olo’s revenue was pure SaaS.

Merchant Services 248

Merchant Services SaaS Payments Payments Payment Services 248

FastSpring

DECEMBER 22, 2020

2020 was a year unlike any we’ve experienced before, that tested all of us in ways we couldn’t have imagined twelve months ago. Not only did our customers thrive in 2020, but they also did so at a record level. On average, our customers’ revenue grew by nearly 20% relative to 2019.

Payment Methods 131

Payment Methods Payment Services Payment Solutions Payments 131

FastSpring

JUNE 22, 2022

Look at Zoom or Slack: businesses designed for enterprise organizations that use B2C-like onboarding flows (such as product-led growth, or PLG) to fuel interest and adoption. In fact, it’s telling that the number of publicly-traded PLG-led companies nearly quadrupled between 2015 and 2020. The post SaaS: Is B2B Revenue Better than B2C?

B2C 148

B2C Payments SaaS Payments B2B 148

Intercom, Inc.

MARCH 10, 2022

The e-commerce landscape has grown exponentially since 2020, with experts predicting that the pandemic accelerated transformation of the digital space by up to five years. No, you don’t need to be psychic – maintaining a joyful CX is made easier with platforms like FullStory. Pain points made powerful.

Payment Methods 209

Payment Methods Technical Review Payments Payment Solutions 209

FastSpring

FEBRUARY 15, 2024

If you’re not sure how to sell an app direct to consumer (D2C) outside the app stores — or if you’re looking for a new way to monetize your mobile app or game — you may be wondering what options you have. Various tools you can use to monetize apps and games outside app stores. Highlights from recent U.S. Interested?

Payment Methods 157

Payment Methods Payment Solutions Merchant Services Payment Services 157

Baremetrics

NOVEMBER 4, 2020

In the early days of running a software company, collecting payments was pretty straightforward. Fast forward to today when most software companies use a Subscription as a service (SaaS business model , and things aren’t as simple. Luckily, like most complex processes and tasks, it can be simplified. Think of it this way.

Payment Solutions 105

Payment Solutions Merchant Services Systems Review SaaS Payments 105

SaaStr

NOVEMBER 11, 2019

We can’t believe it’s already November and there are only four months until SaaStr Annual 2020 , we’re already looking at an awesome speaker line-up this year. We’ll be back at the San Jose Convention Center, March 10-12th, 2020. At the time the duo had founded Pagar.me, a payment processor.

Payment Services 113

Payment Services CTO Hire Payments New CTO 113

SaaStr

OCTOBER 29, 2019

SaaS is about creating long-term value for your customer, and being compensated appropriately for that value as a business. Learn actionable monetization tips from a Product/Growth operator turned VC. Join us at SaaStr Annual 2020. I think monetization doesn’t always get the airtime it deserves. Hi, everybody.

Payments 113

Payments Pricing Compensation Scale 113

Subscription Flow

JUNE 26, 2024

Did you know that the Dutch payment processing company Mollie was only able to raise $100 million in 2020 as its growth tech investment? Lo and behold, in no time Mollie became the third largest European payment processor (after the fellow Dutch company Adyen and the London-based Checkout.com). So what happened?

Payment Features 98

Payment Features Payment Methods Payment Services Payment Solutions 98

FastSpring

JANUARY 29, 2020

Want to learn more about the five ecommerce payment trends shaping 2020? Push for smarter payment processing. More businesses will transition to a subscription model. A push for smarter payment processing. Businesses around the globe will look to simplify their payment tech stack.

Payment Methods 82

Payment Methods Merchant Services Payment Services Payment Solutions 82

yoursales

DECEMBER 23, 2019

Sales Stack 2020. SALES STACK 2020: THE TOOLS SALES STACK 2020: THE TOOLS. W elcome to "Sales Stack 2020 - Sales Tools for Professional Sales". Enabling the right customer journey with sales tools that power your sales process has been high on our agenda for years. The 2020 Sales Stack Tools List CRM CRMs We Use.

Scale 103

Scale Payment Methods Payment Solutions Sales Recruiting 103

Neil Patel

JANUARY 1, 2021

Games as a Service acts as a continuous revenue service for developers, allowing them to break their reliance on the one-time purchase. Games as a Service allows video games to be monetized even after they are released and it has been proven to keep players more engaged longer. Games as a Service Payment Options.

Payments 122

Payments Payment Services Payment Methods Payment Solutions 122