SaaStr

OCTOBER 27, 2024

And Down Again in 2024. #4. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #5. The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin #2. 5 Pros, and 5 Cons, to Taking a VC Round at a Very High Valuation #3. Pitchbook: The Number of Active VCs is Down 62% From Its Peak.

AI 285

AI Cloud Startup SaaS 285

SaaStr

MARCH 17, 2025

In 2024, 31% of all VC capital went into just 20 deals. Now there’s a lot going on here and part of the rush in 2024 and 2025 is that more capital is coming into VC again. But just how much of venture capital overall is going to … the top names? Far more than ever, per Redpoint’s latest data.

Venture Capital 314

Venture Capital AI Scaling Investment 314

SaaStr

OCTOBER 27, 2024

I’ve invested almost $200m as part of SaaStr Fund / 2024. Dear SaaStr: What Are Some of the Most Common Mistakes Entrepreneurs Make Pitching VCs? A few top mistakes founders make: #1. Not making cold email truly great. Don’t ask to pick someone’s brain, or coffee. Make the cold email so great, you’d want to invest based on just it alone.

CTO 310

CTO Investment Revenue Marketing 310

SaaStr

JANUARY 8, 2025

So the overall “project management” space has seen widely disparate impacts from the SaaS partial downturn of 2022-2024. The former often had a tough time from 2022 to 2024. Asana, strong in B2B2B and selling to tech, was perhaps hit hardest, with growth slowing to 10%. It’s been a tale of two worlds. The latter?

AI 294

AI B2B Scaling Trends 294

SaaStr

DECEMBER 9, 2024

” and the post not only took off, it summarized a zeitgeist, a malaise, a feeling across much of B2B at the start of 2024. Overall, public SaaS stocks still lagged the S&P for 2024. And … things werent quite as tough as many saw them as the start of 2024. That SaaS was Dead. What a difference 8 months makes.

SaaS 293

SaaS AI Cloud B2B 293

Payrix

DECEMBER 18, 2024

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. 4 key takeaways from Embedded Payments in 2024 Takeaway #1: Maturity in Embedded Payments One of the standout observations from 2024 was the growing maturity of software platforms entering the Embedded Payments space.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

NOVEMBER 18, 2023

Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. At a practical level though, the headlines in 2024 may actually look much worse than 2023 for startup failures. for the first time in 2024! Carpe Diem.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

DECEMBER 31, 2024

— Aaron Levie (@levie) December 31, 2024 What more can you do in 2025? The biggest opportunities will be in areas that specifically cant fully be solved by AI today, because theyll be dismissed by incumbents. What will AI truly bring to your app and competitors apps in 2025? How will you get ahead? How will you not be left behind?

AI 325

AI CTO Hire Sales Hiring CTO 325

SaaStr

DECEMBER 15, 2023

I’ve got a meta takeaway from this for everyone out there that’s a bit unsettled, unhappy, wistful about their tech role: If you’re respected, well paid, and have a good job — see if you can come in fresh in 2024 with a better attitude. All the changes in the world from March 2020-December 2023 will be behind us in 2024.

SaaS 297

SaaS Management 297

SaaStr

NOVEMBER 24, 2023

Having said that … it looks like 2 Really, Really Good Ones Are IPO’d in 2024 First Up is Canva, At Almost $2 Billion (!) in ARR I have no inside information, but the word around is that Canva is planning to IPO in 2024 at a stunning $2B+ ARR by that time, growing a stunning 50% (!), cash flow-positive. We’ll see.

Cloud 351

Cloud SaaS Enterprise Branding 351

Tom Tunguz

JANUARY 28, 2024

Security companies as a group average 29% expected revenue growth in 2024, compared to 23% for Data (or DaaS which stands for data-as-a-service). As a result, these businesses project higher growth rates & fetch more attractive valuations in early 2024. The fastest growing software category in the public markets is security.

Software Review 317

Software Review Software Finance Acquisition 317

SaaStr

MARCH 27, 2025

2024 was good, as most SaaS leaders saw growth reaccelerate toward the end of the year. And 2024 was really good in B2B AI. You can’t cut your way to growth, and many SaaS buyers already cut back plenty of vendors in 2022-2024. So 2025 is Good Times Again. 2025 is already even much better. They feel like they have to.

Technical Review 265

Technical Review SaaS AI B2B 265

SaaStr

DECEMBER 31, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9. 2024/2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin And come see 200+ top SaaS, Cloud and AI sessions like these at 2025 SaaStr Annual, May 13-15 in SF Bay!!

Cloud 258

Cloud AI Startup Trends 258

SaaStr

DECEMBER 18, 2024

and >accelerating< – 80% Gross Margins – 500 $1m+ customers 20x ARR doesnt seem >that< high pic.twitter.com/5qW7jeReQc — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) December 17, 2024 So SaaS is back. Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure.

AI 278

AI Cloud Enterprise SaaS 278

SaaStr

JANUARY 12, 2024

So a question I get a lot from folks is “How Will 2024 Be?” So for them, will 2024 be any better? As both Henry Schuck, CEO of ZoomInfo, and Aaron Levie, CEO of Box pointed out in recent “What’s New” podcasts with us, 2024 almost has to be better because the cuts of 2023 are behind us.

Sales Hiring 311

Sales Hiring Cloud Startup Pricing 311

Tom Tunguz

JUNE 20, 2024

In 2024, the Series A Crunch has returned. Two years later, this indigestible excessive bolus of fundraising rounds hit the Series B market & Series Bs became the most challenging round to raise. Whenever there are “too many” of fundraises of one type, the next round becomes the hardest to raise.

AI 329

AI Investment Startup Software 329

SaaStr

DECEMBER 27, 2024

“It felt like we came out of the recession in Q3 of 2024,” Brian noted. So if you’re listening as a founder and you had a bad Q3 or Q4 2024 and it’s not looking good, it’s not the market.” Now it’s flashing back up.”

AI 278

AI Marketing SaaS Interviewing 278

SaaStr

NOVEMBER 10, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days? Top SaaStr Podcasts & Videos of the Week: #1. “What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg” #2.

Cloud 294

Cloud AI Startup Strategy 294

SaaStr

OCTOBER 30, 2024

HubSpot launched CRM at $100m ARR — which in 2024, might be late. Went Multi-Product at $100m ARR An interesting update to a slide we’ve seen before, in terms of timing on going multi-product. ServiceHub came around $350m, and CMS Hub not until closer to $750m ARR. I think for many today, this would be late. But helpful to see.

SMB 306

SMB CTO Onboarding Scale 306

SaaStr

FEBRUARY 12, 2024

So layoffs still fill the headlines in 2024. Most of you are, in fact: According to our latest unscientific but directionally correct survey of over 2,000 SaaS execs, 64% of you are growing your sales team in 2024. Even now. I thought we’d be behind them by now, that the cuts were sort of a one-off. So cuts continue.

Sales Hiring 311

Sales Hiring Scale Sales Interviewing 311

SaaStr

DECEMBER 14, 2023

Five perhaps somewhat obvious predictions for 2024: 1. Industry leaders, from Outreach to Gong, to Zoominfo and Box, should see a boost in 2024. 2024 may not be great, but for folks who are leaders in their categories, everyone likely will point to some quarter in 2023 as the low point. And putting my money on.

Scale 306

Scale SaaS AI Innovation 306

SaaStr

DECEMBER 29, 2024

Top Posts of the Week: #1: Salesforce: Actually Were Going to Hire 2,000 Sales Execs Now To Sell AI #2: Gong: $100k Deals Take About 70 Days to Close #3: Why The Greatest Sales Teams Just Kill It On Dec 31. When Everyone Else Has Gone Home. #4:

AI 278

AI Sales Hiring Pricing Development 278

FastSpring

OCTOBER 24, 2024

The post Cyber Weekend Benchmarking Data: 2024 SaaS and Software Holiday Spend Report appeared first on FastSpring. Our platform serves as an all-in-one payment platform that handles everything from payment and checkout localization, to sales and VAT tax management, to customer support for end consumers, and so much more.

Payment Solutions 157

Payment Solutions SaaS Payments Merchant Services Software Review 157

SaaStr

DECEMBER 15, 2023

For the first time ever in 2024, SaaStr is hosting its first Demo Day – a completely live, digital event that will bring the global SaaStr community together with the brightest innovators in SaaS for the inaugural Demo Day on Tuesday, January 30th. The post Demo Day is Coming to SaaStr in Jan 2024!! More details on it here!

Scale 293

Scale Interviewing Trends Innovation 293

SaaStr

DECEMBER 11, 2024

So one of the quiet SaaS leaders that has just crushed it in 2024 is Doximity: At $550m in ARR, it’s worth a cool $10.4 Billion (!) — or 20x ARR. And its stock it up a stunning +90% this year. What’s going on? A combination of: Growth re-accelerating. Doximity is growing 20% now, vs. 18% at $450m ARR. Insane profitability.

Business Model 269

Business Model SaaS Revenue Marketing 269

SaaStr

MAY 16, 2024

Is 2024 any easier? The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. Security remains on fire overall as well. But classic B2B SaaS is definitely in many cases seeing tougher times. Not just for now, but going into a third year of tougher times. The other day HubSpot, despite growing 23% at a $2.5

Azure 294

Azure AWS Sales B2B 294

Tom Tunguz

JUNE 24, 2024

It’s time for the 2024 Annual Theory Go-to-Market Survey. This is a brief 28-question survey. Our goal is to understand how startups have evolved their sales, marketing, customer success, and cash management over the last four years by comparing these results to those through the go-go years of 2020 and beyond.

AI 255

AI Startup Customer Success Data 255

SaaStr

MARCH 23, 2024

A stunning 76% of you are raising prices in 2024. A related post here: When You Raise Prices More Than a Smidge … They At Least Look At Another Vendor (up image from here ) The post 76% of You Are Raising Prices in 2024 appeared first on SaaStr. Are we thought the endless price increases we saw in 2023? Apparently not.

Pricing 289

Pricing SaaS 289

SaaStr

AUGUST 14, 2024

By the time we get to SaaStr Annual 2024, Sep 10-12 in SF Bay , we’ll be overloaded with side events, official, semi-official and unofficial parties, and so much more! The post The Official Guide to SaaStr Annual 2024 Official, Semi-Official and Unofficial Parties and Side Events!! Tuesday, September 10 Taco Tuesday on-site!!

Finance 324

Finance Cloud AI SaaS 324

SaaStr

FEBRUARY 2, 2024

Typically on SaaStr.com, we try to focus our content on mistakes to avoid, lessons learned and how to scale faster, but for the CEO Summit, Jason addressed the audience with what’s most top of mind for him at the start of 2024. So what does all that mean for founders and leaders heading into 2024? #1. “2023 was nuts, right?

Sales Recruiting 306

Sales Recruiting Trends Sales Hiring Software Review 306