SaaStr

DECEMBER 28, 2023

So 2023 wasn’t a rough year for everyone. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years. And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. But overall, overall … well SaaS and Cloud growth hit record lows per the BVP Cloud Index: As you can see, even though 2022 was a tough year in the public markets and for valuations, revenue growth still held up

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Azure Cloud SaaS Trends 347

The Daily Egg

DECEMBER 5, 2023

If you are a Voice over Internet Protocol (VoIP) user, you may experience some occasional glitches and choppy sounds. These can be. The post How To Know If SIP ALG is the Problem, and Steps to Disable It appeared first on The Daily Egg.

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Tom Tunguz

DECEMBER 13, 2023

The typical software startup raised their Series A 15 months after raising their seed at 2x their seed valuation. A year ago, that Series A would have been raised three months earlier at 3.5x the valuation. Here’s another way of visualizing the data. The red dot is 2023 - the other years are in grey. Across rounds for the 50th & 75th percentile of companies, step-up valuations are the lowest multiples in about ten years.

Venture Capital 284

Venture Capital Startup Investment Software 284

Andreessen Horowitz

DECEMBER 6, 2023

Smart energy grids. Voice-first companion apps. Programmable medicines. AI tools for kids.
We asked over 40 partners across a16z to preview one big idea they believe will drive innovation in the coming year.

AI 145

AI Innovation Healthcare Enterprise 145

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For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.

Payment Solutions

SaaStr

DECEMBER 13, 2023

Numbers don’t lie, but sometimes the stories we tell around them do. Dave Kellogg, EIR at Balderton Capital and 25-year C-level veteran, shares the top 14 signs that you have a SaaS metrics problem, the five reasons those symptoms exist, and a SaaS metrics maturity model with five layers to help you move the needle at every stage. First, let’s deep dive into the 15 ways that people misuse and abuse SaaS metrics.

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Metrics Sales Hiring Benchmarks SaaS 339

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. This year, there was tons of experimentation.

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AWS Cloud AI Search Cost optimization & reporting 293

The Daily Egg

DECEMBER 9, 2023

You try to make a phone or video call, but rather than connecting to the other line, you get a message that. The post Seeing SIP 503 “Service Unavailable”? Here’s What to Do appeared first on The Daily Egg.

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Tom Tunguz

DECEMBER 5, 2023

Mongo announcing earnings yesterday concludes this quarter’s index of software buyers. As the chart above shows, the software market is plateauing & some companies are rebounding. Why is a flat growth rate something to cheer? First, 30% growth is now top quartile. Second, each of these businesses has scaled, doubling or more in the last three years.

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Cloud Software Scaling Revenue 264

Stax

DECEMBER 20, 2023

When you research payment solution providers , you’ll start hearing the term “interchange” used when talking about payments. Interchange is the fee that credit card companies like Visa and Mastercard charge businesses to accept their cards. The interchange fee depends on a number of factors and isn’t always easy to understand. In this article, we will break down credit card interchange fees so you will know exactly how much you’re spending when running your business.

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Payment Services Merchant Services Payment Methods Payment Solutions 167

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Simplify omnichannel payments with a solution that unifies every channel through your platform. By integrating front-end systems like online, mobile, and in-store payments with robust back-end infrastructure, you can deliver a seamless payments experience without the need for heavy engineering. Omnitoken technology enhances security by tokenizing card transactions for reuse, enabling merchants to drive cross-selling opportunities.

Payment Solutions

SaaStr

DECEMBER 29, 2023

If I had to summarize venture capital today, it would be like this: There is Very Little Oxygen Today Above $200m Valuations What do I mean? It’s still a weird world in venture: Firms are both shutting down and raising new funds. More entrepreneurs are doing direct investing themselves than ever. Unicorns are hurting, but — Nasdaq is at an all-time high.

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Venture Capital AI Investment SaaS 357

FastSpring

DECEMBER 8, 2023

Looking to be truly hands-on with the technology and tools needed to boost your career in the music industry? If so, join FastSpring at NAMM 2024 on Jan. 25–28, at the Anaheim Convention Center at booth 8200! We’d love to talk with you in person! The NAMM (National Association of Music Merchants) Foundation celebrates and promotes the intrinsic value of music education.

Merchant Services 153

Merchant Services Payment Services Payment Solutions SaaS Payments 153

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! 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)! Only 20 traded down on the year, and the median year-to-date performance of the basket of companies was +40!

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Cloud Software Review Payment Features Subscription 189

The Daily Egg

DECEMBER 7, 2023

In today’s fast-paced and ever-evolving business environment, the need for a versatile, efficient, and user-friendly management tool is more critical than ever. The post Flowlu Review appeared first on The Daily Egg.

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Management Business Sales 261

Speaker: David Warren and Kevin O'Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Revenue

Tom Tunguz

DECEMBER 10, 2023

The future of LLM evaluations resembles software testing more than benchmarks. Real-world testing looks like this , asking LLMs to produce Dad jokes like this zinger : I’m reading a book about gravity & it’s impossible to put down. Machine learning benchmarks like those published by Google for Gemini2 last week , or precision and recall for classifying dog & cat photos, or the BLEU score for measuring machine translation provide a high-level comparison of relative model perfo

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Artificial Intelligence Machine Learning Benchmarks Software 251

Predictable Revenue

DECEMBER 20, 2023

Gretchen Gordon, the author of "The Happy Sales Manager," unravels the complexities and challenges of this significant career shift. The post The Beginner’s Playbook for Sales Managers with Gretchen Gordon appeared first on Predictable Revenue.

Management 147

Management Sales Revenue Development 147

SaaStr

DECEMBER 10, 2023

“My App Stack” is a new series where we dig in with top CMOs, CROs, CTOs and CEOs on just what apps they’re really using to run their business. I always learn a lot from these — they are in essence a best practices list from each leader. Last week we had a great one with Jack Moberger, Director of Enablement at Algolia, check it out here. This week we have Udi Ledergor, Chief Evangelist at Gong!

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Leadership B2B Branding Startup 348

Buffer Resources

DECEMBER 7, 2023

Think about five content creators you admire. Regardless of who they are, there's a common thread: consistency.  Now, consistency might sound simple, but let's be real—it's tough. I know firsthand because I struggled with it myself. Before 2019, I was a freelance writer trying to make a name for myself. I joined LinkedIn hoping for opportunities, but my sporadic and lackluster posts went unnoticed, and my online presence was, to put it bluntly, a flop.

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ChatGPT Social Media Interviewing Content Marketing 144

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Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

Enterprise

Clouded Judgement

DECEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Macro Update the 10Y rate dropped to 3.9% this week. That’s the lowest it’s been since the summer, and down nearly 25% from where it was just two months ago. That’s a huge move in rates in such a short window.

Cloud 183

Cloud Payment Features Subscription Revenue 183

The Daily Egg

DECEMBER 10, 2023

Session Initiation Protocol (SIP) is what establishes, maintains, and terminates voice and video calls over the internet. It’s a signaling protocol that. The post The Beginners’ Guide to SIP Codes: Common Errors and Fixes appeared first on The Daily Egg.

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Tom Tunguz

DECEMBER 31, 2023

Every year I make a list of predictions & score last year’s predictions. Here are my predictions for 2024. The IPO market remains closed through the first 6 months of the year. But a few mega issuances, especially Stripe & Databricks in the summer or fall, re-open it for others. The Fed cuts rates, which helps. M&A accelerates throughout the year.

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AI Search Scale Headcount AI 227

Andreessen Horowitz

DECEMBER 8, 2023

Originally discovered in bacteria, CRISPR quickly became the workhorse gene-editing system underlying the next generation of programmable medicines. Today’s landmark approval by the US Food and Drug Administration of Vertex Pharmaceuticals’ and CRISPR Therapeutics’ Casgevy, the world’s first CRISPR-based treatment, marks a groundbreaking shift in how we tackle intractable diseases.

Compensation 142

Compensation Innovation Engineering Technology 142

Speaker: Jay Allardyce, Deepak Vittal, Terrence Sheflin, and Mahyar Ghasemali

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Organizations are already starting to face a host of transformative trends as the year comes to a close, including the integration of AI in data analytics, an increased emphasis on real-time data insights, and the growing importance of user experience in BI solutions.

Trends

SaaStr

DECEMBER 13, 2023

So if you are outside of fintech and banking, you may not have heard of nCino. But if you’re in the space, it’s a big player. They’re at almost $500m in ARR, with 1,850 customers, now growing a modest but steady 19% and they have gotten pretty efficient, like most other public SaaS and Cloud leaders. Non-GAAP operating margins are now +17%.

Scale 347

Scale Banking Acquisition Cloud 347

Buffer Resources

DECEMBER 18, 2023

Last year was a big year for my handmade ornaments company, Forged Flare. We went into 2022 determined to nail our online advertising strategy. We spent the early part of the year experimenting with different platforms, creatives, and approaches so that when the holiday season—our biggest time of year—came, we could crank up the budget and reap the rewards.

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Social Media Scale Marketing Advertising 140

Clouded Judgement

DECEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Revisiting the “Is Software Expensive” Question The current median revenue multiple for the software universe is 6.4x, which is ~17% below the long term average multiple of 7.8x. However, when looking at growth adjusted multiples, the current median is 0.48x, which is ~75% above the long term average of 0.28x (you can see this chart later on in this p

Cloud 177

Cloud Payment Features Subscription Revenue 177

The Daily Egg

DECEMBER 12, 2023

Making a good first impression on customers is crucial, so your company’s branding needs to be spot-on. Looka helps you do this. The post Looka Review appeared first on The Daily Egg.

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Branding 258

Speaker: Christophe Louvion, Chief Product & Technology Officer of NRC Health and Tony Karrer, CTO at Aggregage

Christophe Louvion, Chief Product & Technology Officer of NRC Health, is here to take us through how he guided his company's recent experience of getting from concept to launch and sales of products within 90 days. In this exclusive webinar, Christophe will cover key aspects of his journey, including: LLM Development & Quick Wins 🤖 Understand how LLMs differ from traditional software, identifying opportunities for rapid development and deployment.

Artificial Intelligence

Tom Tunguz

DECEMBER 17, 2023

Data teams are becoming software engineering teams. On December 14th we welcomed Philip Zelitchenko , VP of Data from ZoomInfo, to talk about how he has built this discipline within his team & it was fascinating. The video is here. Like the Devops movement, the Dataops movement aims to scale the use of data within companies without increasing the headcount of the data team.

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Data Government Scale Headcount 214

Andreessen Horowitz

DECEMBER 14, 2023

While the marketplace business model is evergreen, every new platform changes how and where transactions happen. The Internet took us from classifieds and poster boards to sites like Amazon, eBay, and Craigslist, while mobile enabled apps like DoorDash, Uber, and Instacart. Now, we believe generative AI promises to revolutionize marketplaces again. It will not only transform how products and services are sold — but also how they are made.

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Marketplace as a Service AI Search AI Outsourcing Services 139

SaaStr

DECEMBER 30, 2023

So it does seem like some of the biggest changes to the human side of SaaS are now coming. I’ve talked with three CEOs at leading vendors in sales and post-sales at $200m+ in ARR the past few weeks and they’ve all reinforced these are some of the biggest changes in a generation. What we’ve seen in the first 15 years of SaaS: Specialization in sales.

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Customer Success Scale AI Pricing 337