SaaStr

JULY 28, 2025

So the real math is: Upfront payment : ~$905M on projected 2025 revenue of $65M = 13.9x multiple Full payment if milestones hit : $955M on 2026 revenue of ~$115M = 8.3x What This Reveals About Cognigy : At ~15x forward 2025 revenue, Cognigy actually represents a “ bargain” in the current AI customer service market.

AI

Unbounce

JANUARY 6, 2025

TABLE OF CONTENTS SHARE Josh Gallant Josh is the founder of Backstage SEO , an organic growth firm that helps SaaS companies capture demand. A landing page funnel guides potential customers through your sales process. A landing page funnel is a step-by-step process that guides visitors from initial interest to making a purchase.

Sales Funnel

SaaStr

JULY 10, 2025

Free Cash Flow: Nearly break-even (partner payment timing impact) Toast: The Growth Juggernaut Q4 2024 Metrics: Revenue: $1.34B (+29% YoY) ARR: $1.6B (+34% YoY) Operating Income: $32M (2.4% larger revenue base by 2025. margin) Net Income: $11.8M margin) Net Income: $11.8M margin) Net Income: $11.8M

Technical Review

SaaStr

AUGUST 11, 2022

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. It seemed such an easy way to bolt on more revenue to an underlying SaaS platform. Shopify now gets 2x the revenue from payments and merchant services than it does from SaaS subcriptions.

SaaS Payments

SaaStr

APRIL 24, 2021

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. But like “Cloud” and “SaaS”, its definitely has evolved. But like “Cloud” and “SaaS”, its definitely has evolved. In 2021+, Yes.

Merchant Services

SaaStr

AUGUST 3, 2022

Few SaaS leaders have gone through more post-pandemic change than Shopify and Zoom. Zoom came out of 2020-2021 with SMBs no longer growing, but a huge boost in the enterprise. SaaS growth slowed to 10% year-over-year, down from a peak overall growth of almost 100% (!) But Shopify is less and less a SaaS company because of it.

Payment Methods

SaaStr

APRIL 23, 2021

. — Jason BeKind Lemkin (@jasonlk) April 21, 2021. Bill.com is one of the quiet SaaS success stories. automating the back office and payments and billing for SMBs), and doing it with 120%+ NRR. This is pretty impressive, although on reflection, perhaps what one would expect from a mission-critical SMB app.

Payment Solutions

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. — Jon Erlichman (@JonErlichman) April 28, 2021. The Covid Boost for SaaS. Well, it’s murky.

Merchant Services

SaaStr

APRIL 17, 2021

. — Jason BeKind Lemkin (@jasonlk) April 16, 2021. Squarespace may be more design-focused, Wix the somewhat more cost-effective solution. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. 85% NRR.

Payment Methods

Tom Tunguz

MARCH 28, 2021

UIPath, leaders in the Robotic Process Automation (RPA) category, filed their S-1 last week , revealing an impressive business. UIPath offers software to build robots, programs that automate repetitive work. Robots read pdfs that customers provide and input that data into other computer systems.

Payment Services

SaaStr

NOVEMBER 1, 2023

How is SMB SaaS doing today? Billion ARR, growing a stunning 48% (!) – 111% NRR, although down from 131% in 2021 – 15 Month CAC – Gotten very efficient, +$194m net profit – Transactions growing faster than software, like Shopify – From $120m ARR in… pic.twitter.com/hYImIBKyNQ — Jason ✨Be Kind✨ Lemkin  ??

Payment Services

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. As of January 2021, there were over 527 private unicorns with a total cumulative value of over $1.9 We’re bringing S-M-B back with SaaS.

Cloud

SaaStr

APRIL 12, 2022

So is Square a SaaS company? The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. And yet … and yet … its engine is all software and really SaaS. Its software and services business is the one with the real operating margins.

Payments

SaaStr

OCTOBER 22, 2021

— Jason BeKind Lemkin (@jasonlk) October 18, 2021. It was just amazing that when iPhone launched, you could now take a picture of receipts and have them somewhat automatically “expensed” A jaw dropping, amazing use of the first generation on mobile apps. * 60% growth in Year 13 at $140m+ ARR!! * 119% NRR from SMBs!!

Scale

Baremetrics

MARCH 30, 2021

Your business requires a fast and reliable tool for sending and receiving payments from clients. But with so many payment processing tools on the market, which one should you choose? Here's a list of six payment processing platforms for 2021. 1 Different B2B Payment Processing Tools 1.

Payment Services

SaaStr

JANUARY 30, 2023

20X year 1⃣ 12X year 2⃣ 5X year 3⃣ #deelspeed @deel [link] — Shuooo (@shuoshuooshuooo) January 23, 2023 When we look at SaaS companies’ success stories, everything looks great on their growth maps. Shuo Wang is the CRO and co-founder of Deel, one of the fastest-growing SaaS companies. Trust the process.

Sales Hiring

FastSpring

NOVEMBER 18, 2020

Note: Apple announced that it would be reducing the App Store fee from 30% to 15% for most developers starting on January 1st, 2021. For app entrepreneurs and ecommerce store owners, the battle to be noticed in the marketplace is ongoing. How viable is it for companies to shop their apps outside of mainstream marketplaces?

Payment Methods

SaaStr

JULY 20, 2022

It’s something we don’t see too often these days, as $200m+ ARR sort of became the new floor to IPO in SaaS. Today, it crosses dentistry, optometry, veterinary, physical therapy, specialty medical services, audiology, plumbing, electrical, HVAC and other home services. No matter how it may have seemed in 2021.

SaaS Payments

SaaStr

NOVEMBER 21, 2022

An ICP aligns your product, sales, marketing, service, and executive teams to all focus on your highest-value accounts. Brex then scaled its payments business quickly. Then, it built an entire ecosystem around it, soon launching Shopify payments, an embedded payment tool that quickly became the largest piece of the business.

Payments

FastSpring

OCTOBER 19, 2021

“When we heard about it, we just stopped what we were doing,” an app developer told us on a recent call. “It Pending Apple’s appeal, the Gonzalez Rogers ruling would enable developers to link to external payment systems (like FastSpring!) New Revenue Opportunities From Mobile Apps.

Payment Solutions

SaaStr

NOVEMBER 3, 2023

Toast is the latest SaaS leader to get much more efficient in the past 12-18 months, along with monday.com, HubSpot, MongoDB, and many others. It’s not only rare(r) to see such explosive growth by a SaaS company, but to also watch Jonathan’s exciting career growth at the more senior levels within a hyper-growth company.

Payment Methods

Agile Payments

MARCH 18, 2019

As the idea of Payment Facilitation gains traction, more and more SaaS companies are exploring becoming a PayFac. In fact, independent software vendors and SaaS companies are poised to generate $4.4 billion in revenue from payment processing alone by 2021.

SaaS Payments

Stax

AUGUST 16, 2024

The SaaS market has witnessed rapid growth in recent times. From $412 billion in 2021 to $591 billion in 2023, the industry has expanded by more than 140%. After years of unbridled growth, SaaS companies are moving away from a “growth at all costs” mindset to “responsible growth.” The demand for embedded payments is huge.

Payments

Stax

MARCH 18, 2025

The SaaS industry has seen explosive growth in the past decadeand this is expected to continue this year. Data cited by Statista shows that the software as service is expected to hit $299 billion by the end of 2025. Part of this can be attributed to the SaaS model’s unique aspect of relying primarily on future revenue.

Scale

Unbounce

MAY 13, 2021

As a marketer, your job is to tell folks what makes your product or service the best out there. A value prop has three main parts: Your solution to your customers’ problem The specific benefits you offer The strengths that set you apart from your competition. Value props for SaaS. But that’s easier said than done, right?

Payment Methods

Stax

AUGUST 26, 2024

The year 2024 is a special one for everyone at Stax because we’re celebrating a decade of transforming the payments industry and supporting our merchants and partners with innovative technologies and unwavering support. Launching PayFac and ISV solutions In 2019 and 2020, Stax became more than just a payment processor for merchants.

Payment Services

FastSpring

OCTOBER 13, 2022

The fourth quarter is the most important quarter for software companies around the world. . We confirmed this by reviewing sales data from over 300 SaaS and software companies that use our billing platform. In November, software companies see 11% to 24% over the average monthly revenue. Average US SaaS and Software Sales.

Payment Methods

FastSpring

OCTOBER 11, 2021

The Reserve Bank of India issued new guidelines for subscription purchases earlier this year — and the new rules came into effect a few days ago, on October 1, 2021. This process is straightforward, and we describe it in detail below.). The Reserve Bank of India Is Enforcing its Rules Effective October 1, 2021.

Payment Services

How To Buy Saas

OCTOBER 14, 2021

Black Friday Saas Deals is one of the greatest sales of the year and this sale is going to live now with exciting discounts on tons of SaaS Tools that usually businesses need in order to manage their operations. Refund Policy: Check the refund policy of every saas before buying it. Discounts On Black Friday Saas Deals.

SaaS Payments

Baremetrics

APRIL 6, 2021

ProfitWell is a cloud-based app that generates real-time financial and subscription metrics for data-driven SaaS enterprises. But ProfitWell does not benefit all SaaS companies. Baremetrics is one such ProfitWell alternative that optimizes SaaS analytics. The number of SaaS metrics available on Baremetrics is impressive.

SaaS Payments

Baremetrics

MAY 20, 2021

Financial forecast software helps you create projections of financial outcomes within a specified area of your company. This information can then feed into your business's larger overall financial model, whether it's a SaaS or a subscription service. All the data your startup needs 1 Why Use Financial Forecast Software?

Payment Solutions

FastSpring

SEPTEMBER 16, 2022

Note: From global payment processing to global VAT and sales tax management, FastSpring is the easiest way to sell around the world. This includes internal data we pulled from 271 global SaaS and software sellers using FastSpring to process transactions last year. How to Price a New Product. About Our Presenters.

Pricing

FastSpring

DECEMBER 15, 2023

FastSpring provided key evidence about alternative payment options in EPIC’s antitrust lawsuit against Google Santa Barbara, CA – December 12, 2023 – Overnight in the United States District Court for the Northern District of California a jury found that Google Play and Google Play Billing represent an illegal monopoly run by Google.

Merchant Services

FastSpring

JUNE 22, 2022

We don’t have to look far to find examples of B2B SaaS companies that have found traction using a self-service or product-led motion. We talked about one of the biggest trends playing out in the software industry: the convergence of B2B and B2C. What does that mean exactly? How B2B and B2C Are Converging.

B2C

Baremetrics

NOVEMBER 3, 2021

With that, developers have been hurrying to Shopify to get their apps into the Shopify App Store. But what are the best tools for Shopify App Developers in 2021? In this article, we are going to go over the 10 best tools for Shopify App Developers (plus a bonus one). Top Shopify App Developers use Data generator 4.

Payment Solutions

How To Buy Saas

DECEMBER 1, 2020

SaaS is a global software solution created by different businesses in order to improve human activities in a matter of clicks. SAAS is also abbreviated as software as a service. In this saas marketing strategy guide, we are going to tell you everything about saas marketing.

Growth Hacking

SaaStr

AUGUST 7, 2020

359: The Secrets to Vertical Growth, What it Really Takes to Build a $1B SaaS Company with Matt Garratt, SVP, Managing Partner @ Salesforce Ventures, Trisha Price, Chief Product Officer @ nCino and David Schmaier, CEO & Founder @ Vlocity. There’s a lot of services. This episode is sponsored by Linode.

Payment Solutions