Tom Tunguz

JANUARY 15, 2023

I reviewed the roughly 560 US software acquisitions under $400m since January 1, 2020. “The Startup M&A Market Fell 94% Year over Year - But One Segment Thrives” , a post from last week, elicited the same question from many readers. Just who are the most active acquirers for smaller takeouts? To answer the question.

Acquisition 281

Acquisition Software Review Software Startup 281

SaaStr

MARCH 3, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. G2 is the largest and most trusted software marketplace, helping 60 million people every year make smarter software decisions based on authentic peer reviews. Zoho offers beautifully smart software to help you grow your business.

Payments 49

Payments Payment Solutions Sales Recruiting Onboarding 49

Tom Tunguz

DECEMBER 17, 2022

Machine learning models predict code, synthesize images, author blog posts reducing composition time by a factor of 2 or 3. The hangover from web3’s raucous 2022 extends into 2023. Forward software multiples touch 7.0x today, on the relatively strong growth rates of most public software. The Fed tames inflation.

Software Review 260

Software Review Technical Review Machine Learning Artificial Intelligence 260

Tom Tunguz

JUNE 5, 2022

Over the past week, I’ve analyzed the nearly 500 responses from founders who responded to the 2022 Market Conditions Survey. Thank you to all who participated and those who attended last week’s Office Hours to review them. Top 10 Insights from the 2022 Startup Sentiment Survey. The typical founder feels 6.0

Startup 237

Startup Scale Headcount Compensation 237

SaaStr

SEPTEMBER 20, 2023

The Macro Impact On Public Cloud Software Over The Past Year Cloud stocks dropped in 2022 in a severe market pullback event that Bessemer Venture Partners call The SaaSacre. The main reason for the pullback was due to the external shock of hiking interest rates. While 2022 was a gloomy year, the skies are parting in 2023.

Cloud 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

NOVEMBER 1, 2023

– 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  ?? Like Most Others, Radically More Efficient in 2023 Than 2022.

Payment Services 339

Payment Services Payments SaaS Payments Payment Solutions 339

SaaStr

JUNE 3, 2023

dropped out of college, and Dylan Field of Figma and many others never went due to Thiel Fellowships. But as Marc Andreessen points out … they’d been “coding” at an elite level for years, since their teens. They had 6–7 years of experience and could ship consumer (Zuck) or commercial (Gates) software.

Software Review 240

Software Review SMB Enterprise B2B 240

SaaStr

SEPTEMBER 9, 2022

Back in the day, premium comp for some software sales execs made simple and easy sense. Traditional software had 90% gross margins, and the classic enterprise sales reps, the best ones, could close a million or more dollars a year. Startups that just accepted compressed ROI on sales commissions ended up pretty stressed in 2022.

Scale 345

Scale Venture Capital Sales Hiring Sales 345

SaaStr

OCTOBER 9, 2024

More obscure (but still important) vendors like Darktrace get attention due to their founder. CrowdStrike got even more attention due to a bit of a patch mishap. Still, it’s still very efficient, and far more so than 2020-2022. But for folks outside of cybersecurity, Zscaler doesn’t quite get the attention it should.

Software Review 307

Software Review Cybersecurity Enterprise Scale 307

SaaStr

AUGUST 3, 2022

Not due to lack of execution, but due to a rapid return to on-site and IRL shopping. A huge chunk of Shopify’s post-IPO growth has been due to payments and merchant services, and even in a time period of slowing growth, that’s still true. But in 2022 we rebounded back to a new version of the old world, instead.

Payment Methods 283

Payment Methods Merchant Services SaaS Payments Payment Solutions 283

SaaStr

JANUARY 24, 2025

Paddle’s CMO Andrew Davies and Pricing Strategist Vivian Shao joined us at SaaStr Annual to do a deep dive on growth metrics across 4,000+ B2B companies. The data shows it’s the difference between stagnation and hypergrowth.

SaaS 130

SaaS Software Review Pricing B2B 130

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! Follow along to stay up to date! Below you can see the top performers from 2023.

Cloud 196

Cloud Software Review Payment Features Subscription 196

Intercom, Inc.

NOVEMBER 30, 2021

. “The real value support software offers is in the approach it enables and how it impacts the customer and team experience” But here’s the thing: a toolset is not a strategy. Sure, you can compare different software packages by their features, but that’s like marrying someone based on their dating profile.

Technical Review 249

Technical Review Customer Support Payment Methods Payment Solutions 249

SaaStr

FEBRUARY 2, 2024

In 2022 we were all playing catch-up and in 2023 we all had to become radically efficient. Lastly, Jason talked a couple of months ago to an AE that made over $400,000 last year and just quit with no job due to burn out. We all skipped the reference checks and due diligence out of fear the candidate would be swooped in by someone else.

Sales Recruiting 313

Sales Recruiting Trends Sales Hiring Software Review 313

ChurnZero

FEBRUARY 8, 2022

ChurnZero, a leading Customer Success software platform, today announced it has been named to G2’s 2022 Best Software Awards, placing #31 on the Project Management Products list and achieving the highest rating for Customer Success software. Explore ChurnZero customer reviews on G2 to learn more.

Software Review 98

Software Review Technical Review Software Marketplace as a Service 98

SaaStr

NOVEMBER 22, 2023

There are several big leaders in property management software, and AppFolio is one of them. At $660m in “ARR” (a lot of that isn’t software, as we’ll see below), it’s trading at a $7.2 AppFolio is what the markets want in a software+ company, at least in 2023. Let’s dig in.

Payment Services 284

Payment Services Payment Solutions SaaS Payments Payments 284

SaaStr

MARCH 27, 2023

Most of the app sales and net retention comes from deploying software and tech-driven features that have 100% gross margin. In 2022, investor due diligence is back, and you will get challenged on those assumptions more than you ever have. So if they actually offer services, these come at a huge premium.

SaaS Payments 246

SaaS Payments Technical Review Software Review Venture Capital 246

SaaStr

DECEMBER 28, 2023

That said, VC funds continue to be more selective in investments and are spending more time doing diligence and really getting to know entrepreneurs ahead of rounds. In 2022, she was featured on the Forbes Midas Brink List, which recognizes up-and-coming leading investors.

Technical Review 279

Technical Review Software Review Payment Solutions Venture Capital 279

Payrix

FEBRUARY 22, 2024

Tsigankov sites the IBM Data Breach Report that finds the average cost of a data breach reached an all-time high in 2022, rising to around $4.3 Twenty percent of those breaches were due to compromised credentials. 3) Control and monitor access for all users and regularly review permission levels. million each.

Payments 130

Payments Embedded Payments Payment Solutions Payment Methods 130

SaaStr

AUGUST 22, 2022

We had the session up on the podcast, but not on SaaStr.com, and it was a good one we wanted to highlight in the run up to 2022 SaaStr Annual. That’s why building a code of ethics for your business is critical. So insights and video below. Social Media, Blogging, & Using a Public Forum. Key Takeaways on How to Lead Ethically.

Social Media 280

Social Media Software Review Leadership Acquisition 280

Kellblog

DECEMBER 27, 2021

Let’s start with a review of my 2021 predictions, keeping in mind one of my favorite quotes, often misattributed (including by me) to Yogi Berra : “predictions are hard, especially about the future.” ” Kellblog 2021 Predictions Review. Kellblog Predictions for 2022. It’s exciting to watch.

Blockchain 145

Blockchain Technical Review Venture Capital Sales Hiring 145

SaaStr

MARCH 2, 2023

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Cumul.io ‘s powerful embedded analytics platform lets you build interactive dashboards with simple drag & drop, and integrate them in your own application in just a few lines of code. Grab tickets here.

Scale 261

Scale Technical Review Software Review Machine Learning 261

SaaStr

SEPTEMBER 3, 2023

Recurring software revenue is now recognized as a great way to generate tons of cash for investors,” says Gerety. He had never found a successful software company that wasn’t necessary. This was likely due to how difficult it was to convince ten companies to buy back in the day. But that wasn’t always the case. It took a while.

Sales Hiring 274

Sales Hiring Headcount Finance Technical Review 274

Intercom, Inc.

MARCH 28, 2022

While this shift was already underway, the rate of digital transformation is now happening much faster than previously predicted due to the impact of the COVID-19 pandemic. According to the International Data Corporation (IDC) , 65% of global GDP will be digitalized by 2022, and investment in digital transformation (DX) continues to grow.

Scale 228

Scale Engagement Technical Review Business 228

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady.

Cloud 238

Cloud Azure Headcount Software Review 238

SaaStr

NOVEMBER 3, 2023

We just did one of our many reviews with our top partners and sponsors for SaaStr Annual and Europa and here’s some of the feedback we got. Code Deployment Solution: “Thrilled with outcomes. ” Leading Security Vendor: “We got twice the leads from SaaStr 2023 than 2022. It’s pretty strong.

Scale 273

Scale Payments Payment Services Payment Solutions 273

Totango

MARCH 8, 2022

Here’s our guide to the top customer success communities in 2022 and what they have to offer. Then, we’ll walk you through a list of nine of the best customer success communities you can join in 2022 and what each of them has to offer. Showcasing and reviewing CS software. Nine Best Customer Success Communities in 2022.

Customer Success 122

Customer Success Technical Review Social Media Underperforming Technical Team 122

SaaStr

JULY 24, 2023

2022/2023 was the year! Now that may not sound like a lot, but Toast’s margins are lower than a pure-play software vendor, and the impact to the bottom line and net margins would have been huge. On the start-up side, last year most of you said in fact you were planning to raise prices in 2023 — and you did ? What happened?

Pricing 246

Pricing Software Review Churn SaaS 246

Intercom, Inc.

DECEMBER 20, 2022

 We’re not going to lie, 2022 was a challenging, nerve-racking, gripping beast of a year, but here we are at the end of it – and there’s plenty to be thankful for. This is our last episode of 2022. Des Traynor: One of the things we sat down to do at the very end of last year was plan out 2022. We learned a lot.

VP of Engineering 118

VP of Engineering Technical Review Software Review Scale 118

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. We will do our due diligence and understand what that is. A [Rob]: We do both.

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

yoursales

JANUARY 28, 2022

Sales Stack 2022 Sales Tools for Professional B2B Sales SALES STACK 2022: Sales Tools for. That's the main question we'll be seeking to answer starting 2022. If you're with a company in sales or you're an individual Sales Professional, this is where you get your insight on the tools that can make you selling more faster in 2022.

Scale 113

Scale Payment Methods Payment Solutions Sales Recruiting 113

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 167

Software Review Cloud Software Azure 167

ChurnZero

FEBRUARY 11, 2022

TrustRadius has recognized ChurnZero with a 2022 Most Loved Award , and we couldn’t have done it without the support of our amazing customers and just want to say thank you! ChurnZero is rated as one of the 101 “Most Loved” software platforms for 2022 – placing the company in the top.0004%. We love you too! Head over heels.

Technical Review 19

Technical Review Software Review Technology B2B 19

SaaStr

FEBRUARY 27, 2023

They also hired a VP of Partners who knew how to scale B2B software. In due time, this paid off and unlocked new phases for the company. When StoryBlok got to this stage, they made the switch from a self-service to an enterprise model. Their first step to achieving this was hiring a sales leader to build a sales team.

Scale 245

Scale Sales Hiring Sales Recruiting Scaling 245

Stax

MARCH 18, 2025

According to the US Federal Reserve in 2022, general-purpose card payments reached $153.3 Examples of modern digital payment processing systems include online payment gateways, digital wallets, QR code payments, and cryptocurrencies. billion transactions and $9.76 trillion in value.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88