SaaStr

JUNE 22, 2025

Every IPO other than Sailpoint is trading up, and we’ve got a jolt of momentum here for the first time since … well … 2021. Chime’s strong debut particularly signals renewed appetite for profitable fintech companies with sustainable business models. The company also faces fundamental business model questions.

B2B 173

B2B Payments SaaS Payments Payment Services 173

Tom Tunguz

JANUARY 22, 2023

in 2021, & 6.9x B2B companies have reduced headcount to a greater extent than at any time since 2020. In the last three years, B2C startups’ ratio of layoffs have dwarfed B2B layoffs. In 2020, B2C companies cut 8.8x the number of B2B employees. Year-to-date in 2023, the figure is 1.6x, just 60% more.

B2C 321

B2C B2B Headcount Innovation 321

SaaStr

MAY 27, 2025

Billion in 2015 Second IPO in 2021, $10 Billion market cap Salesforce acquires them in 2025 for $8 Billion Man, it's a journey pic.twitter.com/Lmi9NPQbj6 — Jason SaaStr.Ai The Second IPO Strategy Is Real Sometimes you need to go private to reinvent your business model. Informatica acquired for $8 Billion!

Acquisition 138

Acquisition Government AI Enterprise readiness 138

Tom Tunguz

JUNE 26, 2022

Their business models differ meaningfully. In 2021, the gap between the companies narrowed. The converse may be true for Uniswap: perhaps crypto whales (retail investors with significant balances) dominated the volume in 2020, and to a lesser extent in 2021. Coinbase and Uniswap generate billions in revenue. in 2 years.

Benchmarks 309

Benchmarks Headcount Government Business Model 309

SaaStr

SEPTEMBER 9, 2022

So things got a bit broken with SaaS sales exec comp in the run-up up until 2020 … and then it got really broken in the crazy times of late 2020 and 2021. Not a bad thing per se, but it also put a lot of pressure on business models. It doesn’t make economic sense on its own. Truly dramatically.

Scale 345

Scale Venture Capital Sales Hiring Sales 345

SaaStr

OCTOBER 12, 2022

Ended 2021 at $200m ARR, on plan to hit $400m ARR in fiscal 2022. This is a good business model! Revenue per employee is the ultimate summary of how efficient a business model is. That alone is worth $20B, given Adobe's $133B market cap pic.twitter.com/iGqn1Fnj9G. 5 Interesting Learnings: #1. at $300m+ ARR.

Cloud 60

Cloud Business Model Engineering Acquisition 60

SaaStr

MAY 19, 2023

2021 was a wild time. The times before 2021 were the norm. 2021 was the exception. If you’re frustrated with VCs, you have to understand their business models. Venture is a hard business to make money in, and everything is frozen when multiples are low because they’ve run out of oxygen. Do Multiples Matter?

Venture Capital 246

Venture Capital Management Business Model Trends 246

SaaStr

MARCH 18, 2025

The bar has risen significantly from the “growth at all costs” mindset of 2021-2022. Final Thoughts The AI space is well-funded but still maturing. The most successful companies will combine unique data advantages with strong algorithms and effective go-to-market strategies.

Technical Review 173

Technical Review Artificial Intelligence AI Marketplace as a Service 173

SaaStr

SEPTEMBER 20, 2023

While we’re still a ways from the high valuations of 2021, we are seeing valuation multiples normalize closer to the range of what we saw for long-term pre-pandemic averages. That’s definitely a departure from the heights of 2020 and 2021. In 2021, the average multiple was 34x, decreasing to 30x in 2022, and 26x in 2023.

Cloud 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

SEPTEMBER 23, 2022

Cloud 100 multiples have fallen in 2022 –– ARR multiples rose nearly fourfold from 9x in 2016 to 34x in 2021 and down to 30x in 2022. Fundamentally, the recurring revenue nature of the model, our ability to efficiently go and build software and have it delivered to customers, and create value is still an extraordinary business model.”.

Cloud 304

Cloud Benchmarks Trends Business Model 304

Tom Tunguz

FEBRUARY 6, 2022

So who are these businesses? The first company isn’t a company but a composite of where the private markets traded at the end of 2021. – Notes: this post compares multiples across four companies which have different markets, business models, and margin structures. Two valuation kinks pop out from the table.

Investment 257

Investment Pricing Business Model Enterprise 257

SaaStr

DECEMBER 29, 2021

An open core business model empowers customers and fosters brand loyalty. At GitLab, we run on an open core business model. We have a dollar-based gross retention rate of 97% and it’s in part because of our open core model. Clearly and publicly state your business practices.

Innovation 246

Innovation Business Model Banking Scale 246

SaaStr

JULY 27, 2023

Fundraising Market Trends Over The Last 12 Months Markets in 2021 felt a bit like, “Shut up and take my money!” You can see how the market builds up until Q4 of 2021 with almost $63B of cash raised, and then fell to around $43B raised in Q1 of 2022 and $10B in Q1 of 2023. Series B was around $160M median around Q4 of 2021.

AI 243

AI Trends Banking Benchmarks 243

SaaStr

APRIL 19, 2024

You Need A Business Model with Economies of Scale As you’re trying to reverse engineer whether your business model makes sense, you have to look at your business model. Certain business models have economies of scale, and some don’t. This was a really good business with 90% margins. $.50

Engineering 300

Engineering Business Model Pricing Scaling 300

ChurnZero

OCTOBER 12, 2021

Announcing the Winners of ChurnZero’s 2021 ChurnHero Awards. In its second year, we’re excited to recognize ChurnZero customers in our 2021 ChurnHero Awards. In its second year, we’re excited to recognize ChurnZero customers in our 2021 ChurnHero Awards. Read below to learn about the awards and meet this year’s winners.

Systems Review 98

Systems Review Healthcare Scale Point of Sale 98

User Pilot

MAY 19, 2021

In this post, we’ll go over how to create a B2B marketing plan and how to execute it, which B2B Saas marketing tactics are working best in 2021, and some real-life success stories for each of the tactics. The Best B2B SaaS Marketing Tactics to Try in 2021. Here are the most common inbound channels in 2021: Google Organic.

B2B 119

B2B Marketing SaaS Social Media 119

SaaSOptics

APRIL 7, 2022

“ Freemium “—a combination of the words “free” and “premium”—describes a type of business model that offers basic features of a product or service to users at no cost and charges a premium for supplemental or advanced features. . Is Freemium a Good Business Model?

Business Model 74

Business Model Payment Features Business SaaS 74

SaaStr

DECEMBER 13, 2021

2021 is the 30th anniversary of the birth of Linux. Multiple successful exits and valuations of Open Source companies like Confluent, HashiCorp, and Databricks show strong business models can and do exist, and SaaS-based models help more COSS companies succeed in the Cloud.

Enterprise 246

Enterprise AI SaaS AWS 246

SaaStr

MAY 24, 2024

Revenue per employee has doubled since 2021, leading to budget cuts and the necessity for leaders to achieve more with fewer resources. Dave decided to pivot his business model from solopreneurship to building a sellable asset, leading to the creation of Exit 5.

Sales Hiring 293

Sales Hiring Outsourcing Services Technical Review Scale 293

OpenView Labs

JANUARY 12, 2021

As we enter the post-pandemic economy and get used to the “new normal,” we’d like to look back on our 2020 predictions and share our thoughts on what’s in store for 2021. There are good resources on the OpenView and Ibbaka websites that remain relevant as we plan our pricing for 2021: Now Is the Time to Revisit Your Pricing by Kyle Poyar.

Pricing 72

Pricing Scale Outsourced Development Market Segmentation 72

SaaStr

MARCH 1, 2024

We’re at the beginning of a platform shift, and for the first time, GenAI has become accessible to more than just the mega businesses of the world. The number of patents filed in 2021 in Artificial Intelligence was 30x the number published six years earlier. They hope to reach 50%. ARPU, ACV, and LTV are increasing.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

SaaStr

JULY 27, 2022

Boterri’s company Accel invested in PayFit in 2017 and again in 2021. As Zocchetto said, “It’s very important –– sales hiring planning –– because in a self-driven SaaS business model, it’s what drives growth.”. At PayFit, a healthy culture is key to fighting attrition and growing the business.

SMB 244

SMB Sales Hiring Scale B2C 244

SaaStr

JUNE 17, 2023

billion cash acquisition deal in December 2021. Investors may be concerned if a startup fails to reach the necessary growth line, potentially inquiring as to whether its business model is able to scale or if there are problems with its go-to-market approach that need course-correcting.

Venture Capital 272

Venture Capital Scale Technical Review Software Review 272

Baremetrics

FEBRUARY 23, 2021

Since free trials are the lifeblood of subscription business models, they’re a popular marketer tool. The post How to Use Marketing Analytics Tools in 2021 appeared first on Baremetrics. And while graphs give you a quick visual representation, our insights come with explanations. You’ll know where you’re high or low.

Marketing 87

Marketing Social Media Forecasting Benchmarks 87

SaaStr

FEBRUARY 16, 2024

So, ask yourself how to drive a 10x improvement, whether through the product, experience, business model, etc. In November of 2021, Abhay was the CTO at Adobe, and they were investing a lot in AI, but not GenAI. Early models weren’t quite there, but you could see how software would fundamentally change.

AI 288

AI Artificial Intelligence New CTO Healthcare 288

How To Buy Saas

DECEMBER 1, 2020

In all cases, it will always be an online business model hence digital marketing is considered to be the best saas marketing strategy. Moving down the lines of this blog, you will get to learn some of the smart ways of doing saas marketing in 2021. Branding is one of the most important strategies for any business model.

Growth Hacking 105

Growth Hacking Payment Methods SaaS Payments Payment Solutions 105

Baremetrics

MAY 13, 2021

Top Options for Cash Flow Modelling Software If you’re trying to weigh your options for cash flow modelling software, you will probably come across a few options in your search. Baremetrics uses live data points rather than historical data to develop your cash flow model. be honest How well do you know your business?

Payment Solutions 78

Payment Solutions Payment Services Payment Methods Payments 78

SaaStr

JULY 24, 2023

Here you can see the magic in MongoDB’s business model. In 2019, 2020, 2021, no one really cared if you were efficient, but boy, has that changed. High NRR is magical, but NRR as a metric isn’t a GAAP metric. It can be gamed a bit and is subject to interpretation. But you know what isn’t? Revenue growth. What does this mean?

Revenue 245

Revenue Scale Sales Hiring Cloud 245

OpenView Labs

JANUARY 17, 2021

Companies like TripAdvisor, Expedia, Casper, MoneyLion and others who build SEO into their business model have disrupted the industries they enter. Having SEO as a skill and marketing strategy allows you to leverage this behavior to benefit your business. 2021 predictions. Header image by DISRUPTIVO.

Entertainment 78

Entertainment Technical Review compliance Software Review 78

Andreessen Horowitz

JANUARY 10, 2022

2021 saw higher than ever funding of startups, continued maturation of the tech-enabled bio and healthcare landscape, and new platforms and business models that propelled growing levels of adoption and scale amongst both upstarts and traditional players.

Healthcare 107

Healthcare Business Model Startup Scaling 107

Inturact

AUGUST 10, 2022

for the period of 2021-2028. On the other hand, most startups are failing because of no market need, getting outcompeted, flawed business models, or not having the right team. The SaaS ecosystem, on one hand, is flourishing with a CAGR of 27.5%

Marketing 105

Marketing SaaS Strategy Business Model 105

Totango

MARCH 26, 2021

At one time, customer lifecycle models took a seller-centric perspective which split the pre-sales phase of the customer’s journey from the post-sales phase. In today’s cloud-based environment, SaaS business models have increased awareness of how the pre-sales and post-sales phases form a unified experience from the customer’s perspective.

Customer Lifetime Value 68

Customer Lifetime Value Social Media Travel Onboarding 68

FastSpring

SEPTEMBER 16, 2022

Pricing positioning based on regional purchasing power (2 minutes): Note: Check out our Recession-Proof Pricing Report for a collection of data from the 2009 recession and the global inflation surge in 2021 to look for trends. No matter what your business model, we meet you where you are. How to Price a New Product.

Pricing 146

Pricing Payment Solutions Payment Services Scale 146

OPEXEngine

JANUARY 13, 2021

If 2020 is remembered as the year of COVID-19, we also think 2021 will be remembered as the year of change. Putting aside everything else, let’s just focus on what’s changing in SaaS in 2021. According to predictions in the IDC FutureScape 2021 report , by 2023, 65% of global GDP will be digitized.

Sales Recruiting 52

Sales Recruiting Sales Hiring SaaS Benchmarks 52

Point Nine Land

APRIL 9, 2021

What does it take to raise capital, in B2B marketplaces, in 2021? Having invested in 9 B2B marketplaces and gathered data from 20+ different investors, here are our findings on what it takes to raise money in 2021 for B2B marketplaces. What does it take to raise capital, in B2B marketplaces, in 2021? Now, let’s dive into it!

Marketplace as a Service 59

Marketplace as a Service Payments B2B SaaS Payments 59

Intercom, Inc.

MAY 28, 2020

“The more value we could bring, the more interesting and sticky our business model could become” Catherine: That’s really amazing. Jonathan, you mentioned Aircall’s original vision and mission back in 2014 when you got started was to reinvent the business phone. Is Sales saying the right thing?

Marketplace as a Service 186

Marketplace as a Service Cloud Government Retention 186

ChurnZero

OCTOBER 12, 2021

Announcing the Winners of ChurnZero’s 2021 ChurnHero Awards Your Customer Success program is a telling datapoint when comparing great companies apart from their peers. In its second year, we’re excited to recognize ChurnZero customers in our 2021 ChurnHero Awards.

Systems Review 52

Systems Review Healthcare Scale Point of Sale 52