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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

Payments 279
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The Keys to Getting to $500M ARR In Just 7 Years with Attentive’s CEO

SaaStr

Everyone knew mobile commerce was exploding (from 15% in 2014 to 75% in 2024), but reaching customers on mobile was broken. Turn Your Customers Into Your Marketing Engine The second breakthrough was making customer success the core growth engine. CEO Amit Jhawar joined us at SaaStr Annual for a deep dive: 1.

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Can Mobile Games Really Achieve >50% of Revenue From D2C?

FastSpring

In this episode of Growth Stage, we interview gaming D2C and creator marketing expert Justin Sacks of Nexus about his thoughts on: What winning strategies AAA and AA publishers use for D2C in mobile. Why these strategies actually can result in >50% revenue coming from D2C. David Vogelpohl (FastSpring) (05:45) Excellent.

Payments 164
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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

A mobile phone is their dominant source of managing business activities. The mobile phone user has the highest NPS as a BILL user because it’s super simple and easy, and the clerk does all the data entry, pulling everything in and managing it. With SMBs, the smallest business is owner-operated.

SMB 312
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An Omnichannel Payment Solution––Without the Complexity

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. Simplify omnichannel payments with a solution that unifies every channel through your platform.

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How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

SaaStr

Models built by OpenAI, Google, and Anthropic have billions of dollars to invest in training these models, so you have more powerful engines under the hood at no cost to you. Additionally, if you look at the mobile shift, the iPhone was released in 2007 but we didn’t get our first mobile apps like Uber and Snapchat until 2009 and 2010.

AI 264
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The Problem with “Small But Mighty” AI Start-Ups

SaaStr

They have 40% market share in their space — managing mobile subscrptions. Net net, if the average RevenueCat engineer is twice as efficient as before AI dev tools (and it’s not that simple. Huge gains: But … but … what did they do with those gains? But they have competition and can’t rest on their laurels.

AI 288