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Dear SaaStr: How Big Should The Addressable Market Be to Go into Vertical SaaS?

SaaStr

and Is the app so core, or at least is on a path to become so core, that they can charge $20,000+ a year for it? Even a fairly small business can pay $10,000-$20,000 a year for one app, usually. It’s just hard to get most vertical SaaS start-ups to scale if they can’t get to a $10k ACV. Oftentimes, only one.

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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. Net Dollar Retention >110% and GDR of >95%: The Power of Being a True Operating System ServiceTitans NRR consistently exceeds 110%, even with SMB-heavy customers.

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Reducing Fraud and Payment Errors with Secure Digital Disbursements

USIO

If you’re still relying on manual payout processes, paper checks, or disconnected systems, you’re more vulnerable than you think. But here’s the good news: digital disbursements offer a faster, smarter, and far more secure way to manage outbound payments. Digital Disbursements Reduce Fraud and Payment Errors 1.

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Software-led payments: What’s on the horizon for platforms in 2025? | Episode 46

Payrix

In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. remains the largest interchange and software market, Matt predicts a loosening of regulatory constraints.

Payments 130
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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. In a compelling discussion on PayFAQ: The Embedded Payments podcast, Ian Hillis hosted payments veterans Ella Aguirre and Michael Veatch to reflect on the past year.

Payments 130
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Integrated payments: Definition, types, and examples

Payrix

What are integrated payments? Integrated payments are payment processing capabilities that are incorporated into a software companys platform to provide their user base with the ability to accept and manage payments for their businesses. 3 things you should know about integrated payments 1.

Payments 130
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5 Lessons Learned When Scaling Product-Led Growth and Sales Motions Beyond $100M with Cloudinary VP of Developer Experience Sanjay Sarathy

SaaStr

Cloudinary VP of Developer Experience Sanjay Sarathy shares his journey to more than $100M and the lessons he learned along the way for building a PLG motion and an Enterprise sales motion. They didn’t initially envision being a large Enterprise sales organization. Let’s first start with how Cloudinary came to be. The takeaway?

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