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For B2B companies, the message is clear: if you’ve been building a real business with strong unit economics and predictable growth, the public markets are ready to reward you. Reddit ($860M) delivered 256% returns, while Arm’s massive $5.2B deal “only” returned 161%. The lesson? Those without are getting left behind.
The post 5 Things That Are Actually Working and 5 Things That Arent in B2B SaaS AI with Ironclad’s CEO and a16z appeared first on SaaStr. ” Companies that can identify and execute on these specific value propositions while maintaining appropriate human oversight are seeing the strongest results.
and slides here: The Scale is Mind-Blowing, And Radically Accelerating As Sam Altman noted, ChatGPT went from 1 million users in 5 days to 1 million users in an hour. It’s about doing things at a scale where there’s simply no human alternative. This has massive implications for B2B SaaS. It’s run by Delphi.ai
So Circle is the latest tech IPO and it’s not really B2B or SaaS per se — it’s a fintech that issues and manages “stablecoins” Cypto that converts 1:1 to U.S. ✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. Compliance debt is real debt.
Nurturing leads through your sales funnel is a daunting task for many business development teams, especially at the scale required to achieve lofty growth goals. But personalized prospecting is possible at scale with the right resources in place. At ZoomInfo, we’ve found that a rock-solid go-to-market playbook is key.
And more importantly, revenue and user growth that is accelerating at scale. Developer-First DNA: The founders “understood the difficulties in scaling a subscription app firsthand”this wasn’t consultants building for developers, this was developers building for developers.
Dear SaaStr: What is The Best Way to Set Sales Rep Quotas at Each Stage of a B2B Business? Scaling ($10M–$50M ARR): Here, you’ve likely debugged your sales process and have more data. As you scale, shift to quality metrics like closed-won revenue and opportunity-to-close percentages. Here’s how I’d break it down: 1.
Randy combines deep operational expertise in SaaS with a unique perspective on B2B growth metrics, having analyzed data from thousands of private companies through Maxio’s platform. Growth had dropped to 14% across 2,000+ B2B companies. 5 Key Learnings on What’s Really Working in SaaS Growth 1.
And CEO David McJannet came to SaaStr Annual a little ways back to share his top scaling learnings. CEO Dave McJannet shared his systemic approach to scaling companies through distinct growth phases. The best leaders have experience with both startups and scale to navigate the in-between. 30-100M: Scaling phase.
SaaS that sells to B2B companies, and SaaS that sells to the Rest of the World. This isn’t unqiue to Asana, it’s true of many SaaS leaders at scale, from Zoom to Shopify. 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?
When we started there was basically no great content on scalingB2B companies. Now B2B content is everywhere. LinkedIn itself is an endless feed of B2Bscaling content, in fact. And there is great B2B content on 20VC, on Lenny’d pod, and so many other great places. What about SaaStr?
Convergent evolution from 2 very different start-ups that now have many similarities at scale. Lessons for Growing B2B Companies What can other B2B companies learn from these successes? Both have also evolved from different roots (marketing for HubSpot, team management for Monday) to now have CRMs as their core.
That ties to our overall rough sales cycle data here: Dear SaaStr: What’s a Good Benchmark for B2B Sales Cycles? Is usually see 15%-20% as start-ups scale, but 25% is probably the right target as you scale. Thats a bit higher than I expected.
The SF Bay Area is still the epicenter of B2B and tech. Unmatched Density of B2B Talent The Bay Area has the highest concentration of SaaS founders, executives, and veterans who’ve scaled companies to $100M+ ARR, IPOs, and beyond. It’s Still the Hub for B2B and SaaS. Dear SaaStr: Should I Move My Start-Up to SF Bay Area?
So Chime is ready to IPO, and while it’s not SaaS or true B2B today, there are enough interesting lessons for us to learn from. As a “prosumer” app there is overlap for SMB and freemium B2B apps. B2B founders should prioritize a clear path to profitability alongside growth metrics. #4. In a business serving 8.6
And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. So this is ongoing, albeit really only at the top start-ups and scale-ups. Just less so for start-ups and scale-ups. The bar has gone up everywhere in SaaS and B2B. Epic times. That’s liquidity.
So leading SaaS growth stage VC fund Insight Partners surveyed 100+ of its top later-stage B2B companies to see how they did marketing and demand gen and pipeline creation in particular. What they learned: Marketing drives 48% of pipeline across B2B companies. Not a shocker but useful to see this across 100+ leading B2Bscale-ups.
Speaker Bio Jason Lyman leads marketing at Customer.io, where he’s helped scale the platform to power over 35 billion customer interactions for 7,000+ high-growth companies. Before Customer.io, Jason built and scaled marketing teams at several B2B SaaS companies, with a focus on customer engagement and revenue operations.
SaaS Capital surveyed 1,000 B2B startups of varying sizes to find out just how much today they are spending in sales and marketing in this new era of efficiency. That full report here: 2025 Spending Benchmarks for Private B2B SaaS Companies The answer? Nor has sales & marketing ever really come down as you scale.
Not everywhere, not at every start-up or scale-up. 78% of you see 2025 being better than 2024: In most of B2B, it may never be as easy as 2H’20 and 2021. So it’s in the air. But in general, overall, a sense that SaaS is back. It’s not just AI, although that’s part of it.
It’s live on SaaStr.com itself and you can also access it here and talk to AI Jason about any of 1000s and 1000s of B2B, sales, SaaS, VC, etc. Its practical and relatable for SaaS founders struggling with scaling their sales teams. “ The Ultimate Guide to Scaling, Sales & Raising Capital.”
Dear SaaStr: What’s The Toughest Skill to Learn to Scale in B2B? You need to learn to become a parallel recruiter. To constantly, painfully, boring-ly be recruiting the next level of management and managers all the time. Doing 30+ interviews a month minimum. In SaaS, you need more VPs earlier.
Snowflake’s $250 million purchase of Crunchy Data and Databricks’ $1 billion acquisition of Neon represent a fundamental shift in how B2B software companies are preparing for the era of autonomous AI agents. The Neon team engineered a new database architecture that offers speed, elastic scaling, and branching and forking.
It’s one of the fastest-changing spaces in B2B. Modest Reacceleration Past Two Quarters Sometime in Q3’24 might have been the end of the “downturn” in many B2B categories, per HubSpot and also here per Freshworks. When B2B companies burn cash and issue a lot of equity, the dilution can be fierce.
100+ Are in B2B. #3. B2B Startups Spend 15% of Revenue on Sales and 10% on Marketing, Per SaaS Capital #4. The Top 10 Learnings from Launching SaaStrs Own AI: What Every B2B Founder Needs to Kno w Top Vids + Pods: #1. From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship
And that’s why at the end of the day, as most B2B vendors scale and scale up their field marketing budgets, they tend to pursue one of two strategies. And even if you don’t believe in events, at least be at the 1 or 2 your customers all go to. At least be there. And go all-in. If you do, you’ll see.
Many of the early break out leaders in AI for B2B and otherwise have been “small but mighty teams” Honestly we’d all love it if that scaled. So that 30 person, $100m ARR AI B2B start-up? And can it sell and scale sales? But there are two issues before you try to replicate this. It’s possible.
Theyll help you scale the team from 2 reps to 10+ and build a repeatable sales process. What Makes a Great VP of Sales and How to Hire One: The Complete Guide $3 M t o $ 10M ARR: Scale the Team Sales : By now, your VP of Sales should be hiring aggressively. Usually in B2B, the workflows just start to get pretty myriad and complex.
Many organizations are stuck in “pilot purgatory”—running successful experiments but unable to scale them. Won’t Really Matter for B2B and SaaS Applications, Where It’s Earlier That adoption is just getting going, vs end users buying direct subscriptions to the AI model leaders.
It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. The SaaStr.AI
PagerDuty was one of the more disruptive B2B apps when it lauched. International Revenue is 28% About in the middle for B2B. #5. But like many in B2B that saw a “downturn”, that downturn mostly ended in Q3’24 or so. We all used some sort of tool for website monitoring, but the O.G. As has PagerDuty.
So we’ve just had 2 more B2B IPOs that aren’t 100% “traditional” SaaS per se, but still great B2B software leaders to learn from: MNTN and Hinge Health. But 50% growth at $200m+ ARR remains the bar for a successful B2B IPO. That’s the big take-away. If … if … you have the growth.
What To Do Next Audit your current payment/finance offerings Survey your customers about their financial pain points Start conversations with embedded finance providers Focus on partners who can scale globally with you Remember: In SaaS, revenue diversity is power.
Companies like Cursor are generating massive revenue by directly replacing traditional B2B and SaaS workflows. What This Means for B2B Leaders 1. Mature markets favor scale, and this disruption creates acquisition opportunities. That’s still significant, but it’s not enough to offset the broader SaaS slowdown.
Looking at enterprise Gen AI startups in their first year, we’re seeing a complete transformation of what “normal” B2B growth looks like. Bottom quartile VC-backed AI B2B companies are hitting $1.2M The median enterprise AI company now reaches $2.1M Top quartile performers are reaching $5.3M
From startup to $500M CARR, Spencer Burke, SVP of Growth at Braze, shares how Braze scaled a growth and customer success team. In this AI moment we’re in, there are still many moments in scaling a company where intuition still matters. You don’t have to leave as the organization scales. This isn’t new.
The deep dive here: And G2’s summary here: In a deeply insightful G2 Reach panel, SaaStr CEO Jason Lemkin moderated an engaging discussion on the current B2B SaaS investing landscape and what we can expect in the years ahead. Deals aren’t any better or easier to get done, but some optimism is back.
Dear SaaStr: What Is The Optimal Structure of an Initial SaaS B2B Sales Team? A bit more on the next stage here: Why Your Cost of Sales Generally Doubles As You Scale The post Dear SaaStr: What Is The Optimal Structure of an Initial SaaS B2B Sales Team? The optimal structure is one that is accretive. Not vice-versa.
So who will benefit the most from AI in B2B? But a reminder of how critical being multi-product is to scaling. #5. 20,400 Employees, So About $440,000 in Revenue Per Employee Not bad but merely “very efficient” In any event, $400,000+ is where most B2B leaders are aiming for by IPO at least. We’re watching.
Especially as you scale. They care that you’re helping them and not wasting their time. Be clear, be consistent, be helpful. Ignore the playbook with larger customers Playbooks are great. But I beg of you, do not forget to use your human brain. This is where the art and science piece comes in.
That 50% of the top YC companies of all time by revenue are B2B/SaaS: Yes, B2C companies still often get more attention. 50% of YC’s top companies by revenues are B2B, vs. 22% that are consumer. link] — Aarjav Trivedi (@aarjav) June 27, 2023 The post 50% of YCombinator’s Largest Companies are B2B/SaaS appeared first on SaaStr.
The event is known for its focused content on SaaS growth strategies, metrics, and best practices, making it particularly valuable for B2B SaaS companies. It’s the largest non-vendor SaaS conference in the world, typically drawing over 12,000 SaaS founders, executives, and investors.
When I was running it, it was a lot smaller than that, but scaled that up very, very quickly. And that’s substantial scale in. Blake Hutchison (20:38) And of course, these businesses don’t have the scale or opportunity that a VC asset would typically have for growth. That’s now a billion dollar company.
Cursor achieved $100M ARR with just 12 people on their team, showing that AI-native companies can scale differently. 42% of businesses don’t intend to allocate additional funds to AI in 2025, and monthly AI churn rates are significantly higher at 3.25% compared to traditional B2B tools.
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