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5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR

SaaStr

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. market cap (12x ARR) This is what a 12x ARR vertical B2B leader looks like today. Moving Upmarket: $100K+ Customers Now Drive 50% of Revenue. 5 Interesting Learnings: 1.

Payments 147
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The Top 10 Strategies Toast’s CRO Uses to Crush Quotas

SaaStr

Top 10 Strategies Toasts CRO Uses to Crush Sales Quotas So a little while ago Toasts CRO Jonathan Vassil joined Sam Blond on SaaStr CRO Confidential on how Toast built one of the strongest but toughest rocketship in sales: a lower gross margin, lower ACV ($10k), sales-led SMB sales motion. Even with SMB Sales. Field-Based Sales Model.

Strategy 147
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Most SaaS Metrics Really Only Work if You Have 75%+ Gross Margins and 100%+ NRR

SaaStr

In particular: Hybrid SaaS with payments and fintech usually has far, far lower gross margins than pure software. See, e.g. Shopify, whose blended gross margins with payments even at its scale are still less than 50%. Non-Recurring Revenue Doesn’t Count, At Least Not as Much. Pass-Through Revenue Simply Doesn’t Count.

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Embedded Finance and what it means for vertical software | Episode 39

Payrix

Embedded Finance is more than just a buzzword; it represents a fundamental shift in how financial services are delivered and consumed today. Ian Hillis, Head of Growth at Worldpay for Platforms discusses this new term and what the opportunity may await software providers on our latest episode of PayFAQ: The Embedded Payments podcast.

Payments 100
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What’s New at Navan: Reinventing a Category with CEO Ariel Cohen

SaaStr

With nine figures in revenue, Ariel and SaaStr founder and CEO Jason Lemkin talk about all things Navan, rebranding when you have brand equity, building B2B software for people, pricing and business models, and much more. Before Navan, there were different apps for managing expenses, events and meetings, payments, etc.

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How to Define the Go-To Market Strategy for Your B2B SaaS Company

Aaron Beashel

In this post, I’ll outline what a Go To Market model is, what the different elements of a model are, and how to define the right one for your business. In the case of a B2B SaaS company, your Go To Market model outlines the way in which you acquire customers. Revenue Model – A description of how the company generates revenue.

Scale 192
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Forecasting Fintech’s Future and Keeping Culture Alive: A Q&A with the CEOs of BILL and Mercury

Andreessen Horowitz

Alex: Let’s dive into your business models. Both of you sell into SMBs, which is a notoriously difficult segment. One of the holy grails of SMB software is, how are you going to acquire customers? Alex: The other side of the equation on customer acquisition is monetization. It’s a transaction business.

Payments 110