SaaStr

MARCH 22, 2020

Sign up here to join Byron and me on Thursday at 12:15pm where we do a deep dive on what’s going on in venture capital, fundraising and Cloud right now. The post Webinar: What’s Going On in Venture Capital Right Now with Byron Deeter, Bessemer Venture Partners appeared first on SaaStr.

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Venture Capital Cloud Investment SaaS 264

SaaStr

OCTOBER 28, 2020

He said the biggest change in venture capital wasn’t investing over Zoom, or Cloud multiples, or even the pace of investing today. Put differently, Cloud has gotten so big, that every winner is now a decacorn and no longer “just” a unicorn, i.e. worth >$10 billion. appeared first on SaaStr.

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Venture Capital Cloud Investment Software 263

SaaStr

DECEMBER 3, 2022

G2 put on its big annual digital event, G2 Reach , this week and we were lucky enough to host what ended up being a simply amazing session on the real state of venture capital right now. The best in Cloud and SaaS are still growing at epic rates, but growth is coming down which is pressuring everyone.

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Venture Capital Investment Cloud Startup 263

SaaStr

FEBRUARY 27, 2025

SaaStr is committed to having the most inclusive community in Cloud, SaaS and AI. We strive for the most representative attendee experiences possible, as well as expanding access to mentorship and venture capital firms and investors. We are happy to bring the next generation of Cloud execs to Annual, too!

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Venture Capital Travel Cloud AI 232

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Simultaneously, venture markets have expanded dramatically, contributing to this overcrowding. An example of a platform shift is the creation of the cloud. Subscribe now Share Clouded Judgement Leave a comment

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Cloud Venture Capital AI Startup 274

SaaStr

JULY 17, 2024

Venture capital is the same as before but different. It’s always been hard to raise venture capital, but if you’re in the group of folks VCs do want to fund, it’s like 2021 in some ways. Cloud stocks were on a tear. In Cloud and SaaS, it’s down 44%. Cloud and SaaS stock is down 40-something percent.

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Venture Capital AI Cloud Scale 309

SaaStr

FEBRUARY 26, 2022

No, this SaaS Crash is so tough on VCs and public market investors because the market was just so, so high for Cloud stocks from mid-2020 to late 2021: You can see above in the BVP Nasdaq Cloud Index that while these are still Great Times in SaaS, they aren’t the crazy days that peaked around Thanksgiving 2021. Times are still good.

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Venture Capital Cloud Startup SaaS 364

SaaStr

DECEMBER 7, 2020

Many Cloud leaders grew 500% or more this year. “How Would a Person Start a Venture Capital Fund?” More details on why and how here: How would a person start a venture capital fund? More details on why and how here: How would a person start a venture capital fund? ” Maybe.

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Venture Capital Sales Hiring AWS Cloud 336

SaaStr

JULY 18, 2022

Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% CMOs may be being asked to do more with less these days, but really given the top-line growth for most Cloud leaders, it’s effectively doing more with more, just not as much more in some cases than planned. Go forth and conquer!!

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Venture Capital Software Cloud Forecasting 347

SaaStr

NOVEMBER 18, 2023

Ultimately, you also have to grow again to raise more venture capital. SaaS and Cloud growth overall will remain strong. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. At the end of the day, 2024 may well be a year of Divergent Headlines.

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Startup Venture Capital Azure AWS 357

SaaStr

AUGUST 9, 2024

So there’s a curious thing anyone close in venture capital fundraising and rounds today: Valuations for Hot VC Deals remain far higher than pre-March 2020 … even though growth for the overall public SaaS and Cloud companies has slowed to … all time lows. But the Cloud 100 was always outliers. Billion in ARR.

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Venture Capital AWS Cloud Scaling 303

SaaStr

FEBRUARY 6, 2021

It is still doable even in today's cloud. Companies like Atlassian and Qualtrics have cruised past nine-figures in ARR (and IPO’d in the case of Atlassian) without needing any venture capital. MailChimp and @benchestnut are inspiring. — Clint Reid (@clintverse) September 3, 2020. It happens all the time.

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Sales Hiring Venture Capital Scale SaaS 361

Tom Tunguz

MAY 23, 2021

Over the last ten years, the 75th percentile post-money valuation of a cloud software or infrastructure company has grown 11% annually. While not as hyperbolic an inflation rate as copper or lumber, the price trajectory of early stage cloud startups does result from a similar supply demand/imbalance.

Software Review 364

Software Review Venture Capital Cloud Pricing 364

SaaStr

JULY 27, 2019

What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? The Cloud Wars continue to heat up. Cloud is Huge. The post Top Cloud Stories of The Week!! Let’s find out! Maybe like nothing we’ve seen before. #4: and Europe). #6:

Cloud 37

Cloud Azure Venture Capital Mobile 37

SaaStr

MAY 25, 2020

2 top CXOs and 1 top Cloud CEO do a deep dive. #9. 9. “From Burn-Out to $100M in ARR with Jason Cohen of WP Engine” Jason does a very honest and introspective session on burn-out, how to push through, and how to know when it’s time to bring in an outside CEO. #10.

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Venture Capital Scale Cloud Scaling 299

SaaStr

JULY 7, 2020

We’re approaching the age of 1,000+ Unicorns and despite a global pandemic, this remains The Best of TImes in Cloud and startups in general. The 10x Rule: What Raising $1 of Venture Capital Really Means. But there’s a quiet cautionary tale to just think about. Amazon acquires Zoox for $1b.

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Venture Capital Acquisition Cloud Pricing 353

SaaStr

MAY 9, 2022

So despite what you might see on Twitter, venture capital isn’t in a tailspin. There is plenty of capital out there. Take a look at epic SaaS and Cloud companies that are hovering around a $2B market cap today: Amplitude is at $200m ARR, growing a stunning 62% , and is worth just around $2B.

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Venture Capital Cloud Pricing SaaS 306

SaaStr

JUNE 22, 2021

Even in these, The Best of Times for SaaS and Cloud, an important but subtle issue is coming up for a lot of start-ups. Especially these days, when more and more seed, Series A and even Series B rounds are being done by less traditional sources of venture capital. The subtle issue is this: A Weak Investor Syndicate.

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Venture Capital Investment Cloud Branding 330

SaaStr

FEBRUARY 10, 2022

With each passing year, more and more of our online existence becomes tethered to the cloud. But how does the cloud take shape, and what can companies do to position themselves at the heart of its growing infrastructure? Infrastructure: Reloaded for the Cloud. Pro Tips for Modern Cloud Infrastructure.

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Cloud Venture Capital Social Media Technology 245

SaaStr

JULY 29, 2022

So we’re in a bit of a weird world and time in venture capital. The best of the best in SaaS and Cloud, truly the fastest growing and most iconic SaaS companies, from Snowflake to Datadog and more are way, way down. Times are still very, very good in SaaS and Cloud. The public markets are down 50%+.

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Startup Venture Capital SaaS Cloud 331

SaaStr

NOVEMBER 11, 2021

The Rise of 1000 Unicorns and 100 Decacorns, combined with the overnight changes to fundraising processes from Covid, have radically changed venture capital: Tiger alone is deploying $100 billion , mostly into Cloud startups, and very quickly. There are probably 100+ founder and operator-led funds now of $50m-$100m each.

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Venture Capital Banking Cloud Startup 337

SaaStr

NOVEMBER 3, 2022

And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. Cloud stocks are down 50%, and multiples are down 75%, from their peaks. The latter is the most important for raising venture capital.

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AWS Venture Capital Azure Cloud 351

SaaStr

SEPTEMBER 30, 2022

The best in SaaS and Cloud are growing faster than ever … yet are worth less than half of what they were not all that long ago. A Figma every few years, combined with a Datadog or two every year, will keep innovation (and venture capital) flowing. — Jason Happy Lemkin (@jasonlk) September 28, 2022. It really did.

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Venture Capital Acquisition Innovation Cloud 331

SaaStr

APRIL 22, 2022

More importantly, many Cloud leaders are down 50% from their all-time highs. And with that, a lot has changed in the venture capital markets, even early stage. But it didn’t fully hit startups and even many public companies until February. It hit hard, with Nasdaq falling another 15%, and private valuations perhaps 20%.

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Venture Capital Cloud Investment Startup 312

SaaStr

DECEMBER 14, 2023

HashiCorp __ Mary is a partner at Bessemer, where she primarily focuses on cloud software investments. She also developed Bessemer’s Cash Conversion Score and authors the annual Cloud 100 Benchmarks Reports. Prior to Bessemer, Mary worked in Equity Capital Markets at Morgan Stanley and held roles at Apple and at the U.S.

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Venture Capital Benchmarks Cloud compliance 288

SaaStr

FEBRUARY 16, 2023

For over 20 years, Exclaimer has been providing world-class on-premises and cloud-based email signature software and solutions for Microsoft 365 (formerly Office 365, Google Workplace (formerly G Suite), and Microsoft Exchange. Deel works for independent contractors and full-time employees in more than 150 countries, compliantly.

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Cybersecurity Venture Capital compliance Government 278

SaaStr

JANUARY 25, 2020

State of the Cloud 2020 with Bessemer Venture Partner. A core piece of SaaStrAnnual.com content for 4 years straight, the Cloud team at BVP is back to share the latest trends in Cloud for 2020 and 2021! Equality and Unicorns in 2020: Aileen Lee of Cowboy Ventures and Jason Lemkin of SaaStr. going from A to B).

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Trends Venture Capital Scale PayPal 251

SaaStr

JUNE 5, 2020

This article looks at the history of SaaS as it relates to financial capital and production capital. I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). .

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Venture Capital Technical Review SaaS Scale 299

SaaStr

JUNE 17, 2023

In the ever-evolving landscape of SaaS, Venture Capital, Bootstrapping, and Valuations – understanding market trends and investment patterns is critical. With market downturns and reduced venture capital funding, some businesses struggle to stay afloat. However, others seem to remain unimpacted by these changes.

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Venture Capital Scale Technical Review Software Review 277

Clouded Judgement

SEPTEMBER 6, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Right now, there is A LOT of king-making happening in venture capital rounds in the AI space. Couple random thoughts I’ll try and digest at the end The capital in the system has exploded. Follow along to stay up to date!

Cloud 167

Cloud Scale Venture Capital Sales Hiring 167

SaaStr

AUGUST 1, 2020

This has been an incredible roller-coaster for us in SaaS and Cloud since March 15, for some even more than others, but an incredible amount of change for all of us. Other than Zoom and a few others, it seemed like the world would crash deeply for SaaS and Cloud. Many folks began hiring again, and venture capital came back with a roar.

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Sales Hiring Venture Capital Cloud Travel 363

SaaStr

AUGUST 31, 2023

Amazing smaller, deep dive sessions with top leaders in SaaS and Cloud. We have 250+ Braindates already for SaaStrAnnual.com 2023 next week!! The Most Popular 2023 Annual Braindates So Far: #1.

Venture Capital 278

Venture Capital Acquisition Innovation Cloud 278

Andreessen Horowitz

JULY 21, 2022

Since our inception in 2009, Andreessen Horowitz has been a Silicon Valley venture capital firm. Historically, the largest number of great technology companies emerged from Silicon Valley for good reason – the network … The post a16z is Moving to the Cloud appeared first on Andreessen Horowitz.

Cloud 145

Cloud Venture Capital Technology 145

SaaStr

AUGUST 4, 2022

And even SaaS and Cloud leaders that come up a tiny bit short of Wall Street’s lofty expectations are in many cases still doing incredibly well. I’m not saying there isn’t a radical slow down in venture capital, with a ton of valuation compression. A good deal at 10x ARR for a company growing 22% at $280m ARR [link].

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Venture Capital AWS Cloud Scale 328

SaaStr

JULY 21, 2022

VC State of the Market with SaaStr’s CEO and Cowboy Ventures. Jason Lemkin, Founder & CEO @ SaaStr and Aileen Lee, Founder & Managing Partner @ Cowboy Ventures sit down to discuss the current state of venture capital. Scaling Revenue in 2022: What’s the Same and What’s Different?

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Venture Capital Enterprise Cloud Pricing 311

SaaStr

SEPTEMBER 16, 2021

Advaita Capital . Alliance Venture. Altos Ventures. Arali Ventures. Austin Innovation Capital. B Capital Group. Blue 9 Capital. Blue Cloud Ventures. Blume Ventures. Bow Capital. Brighton Park Capital. Corsair Capital. Costanoa Ventures. Craft Ventures.

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Scale Venture Capital Innovation Banking 311

SaaStr

JULY 27, 2023

Here’s your peek at some of the list of SaaS venture capitalists and investment firms already signed up for 2023 … 24vc ABSeed Ventures Advance Venture Partners Alumni Ventures Andreessen Horowitz Archerman Capital Asymmetric Capital Partners Austin Innovation Captial Authentic Ventures Apax Partners Bank of America Merrill Lynch Base10 (..)

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Venture Capital Banking Cloud Investment 245