SaaStr

SEPTEMBER 26, 2023

Thanks to OpenAI and a bunch of foundation models where you can start with a text prompt and generate a lot of information, we have incredible power. It’s how decision-makers make informed decisions. How much information can you gather and now dissect and then make informed, insightful decisions that empower action?

AI 314

AI Generative AI Venture Capital SaaS 314

Clouded Judgement

JUNE 19, 2024

Analysts take in quite a bit of information into their future predictions — exec commentary on earnings calls, current quarter results, macro tailwinds / headwinds, etc., The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies.

Cloud 312

Cloud GCP(Google Cloud Platform) Software Azure 312

Clouded Judgement

JULY 12, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 282

Cloud AI Investment User Experience 282

Clouded Judgement

DECEMBER 1, 2023

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

AUGUST 30, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 269

Cloud Venture Capital AI Startup 269

Tom Tunguz

MARCH 1, 2021

These two feedback loops accelerate, spinning the data flywheel pushing more information into the data warehouse. Each scenario is stored in the CDW and is then used to inform future financial models, and even goals in marketing and sales SaaS products. As sales team change their behavior, this updates the model. Spin, flywheel, spin.

Data 363

Data Machine Learning Artificial Intelligence SaaS 363

SaaStr

DECEMBER 21, 2023

What it looks like: Founded 2012, service management software for HVAC and more $250,000,000 in ARR in 2021, growing almost 50%, per Reuters $460,000,000 in ARR at 12/31/23, per The Information Today? Assuming they grew 40% this year, that would put them at $600,000,000+ ARR.

SaaS 317

SaaS Software Marketing Management 317

Tom Tunguz

FEBRUARY 4, 2024

The proxy eliminates personally identifiable information (PII) & intellectual property (IP), logs the queries, & optimizes costs. Real user queries from live traffic will inform the harness. A user component, here it’s called a proxy, & a firewall, which wraps the model. But not AI models.

AI 313

AI Artificial Intelligence User Experience Engineering 313

SaaStr

NOVEMBER 14, 2022

As a start-up employee: You can’t possibly have enough experience or information to know if you should exercise or not; Even if the company is doing well — is the price too high? But … you do have legal inside information on this trade. This is one of the few times in your life you can legally buy with inside information.

Startup 286

Startup Pricing Revenue SaaS 286

Clouded Judgement

AUGUST 16, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Outsourcing Services 269

Outsourcing Services Cloud Software Outsourced Development 269

SaaStr

MAY 30, 2024

With product-led sales, they still go in and experience the product, but then that information is used to tailor a pitch to a CRO, Head of RevOps, Head of Marketing, etc. This is important information for a sales rep because it signals that the user has tried an advanced feature and might have some buying intent.

Scale 301

Scale AI Search Azure Sales 301

SaaStr

OCTOBER 10, 2022

This survey informs you about sellers’ overall confidence along with knowledge of pricing, expertise in value selling, discovery, and price negotiation comfortability. Once this information is established, it can be used to build seller skills and drive up seller confidence, which directly correlates to quota attainment.

Scale 325

Scale Sales Hiring Venture Capital Marketing 325

USIO

JULY 1, 2024

Strategies for Retention: Regularly Engage with Customers : Use email newsletters, in-app notifications, and webinars to keep customers informed and engaged with new features, updates, and best practices. By focusing on customer satisfaction and reducing churn, SaaS companies can maintain a steady revenue stream.

Payments 306

Payments SaaS Payments Payment Solutions Payment Services 306

Clouded Judgement

SEPTEMBER 13, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 242

Cloud Forecasting Metrics Payment Features 242

SaaStr

AUGUST 29, 2024

So we’re bringing them together for poker and an informal mixer at 2024 SaaStr Annual. So many top SaaS CEOs want to meet more of the best CROs and VPs of Sales. And so many revenue leaders don’t know enough great CEOs. CEOs + CROs/VPs of Sales only!!

Payments 311

Payments AI Revenue Sales 311

TechEmpower SaaS

NOVEMBER 13, 2023

The information provided was all pulled from data he’s already entered - just Mark, Houston, Math Teacher, Teach for America. Customer support emails require both accurate information and a professional, helpful tone. And if this description doesn’t resonate with Mark, he can ask for a new one, while providing feedback.

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

Tom Tunguz

FEBRUARY 8, 2021

Leaders rely more on data every day to inform our decisions, to power our products, and to communicate. We’ve partnered in the leaders of the next generation of data from the earliest stages; companies like Snowflake, Looker, and Dremio.

Data 351

Data Systems Review Communication Investment 351

SaaStr

SEPTEMBER 20, 2024

That does not mean it is not directionally correct, and at a minimum, informed by a lot of careful thought. Do they really understand how marketing works, and/or sales works? Of course any early-stage (or even late-stage) model is “wrong”. When it is, you can learn a lot. No matter what cell D78 is.

Investment 299

Investment Sales Hiring Business Model Sales 299

SaaStr

JULY 6, 2023

RACI stands for Responsible, Accountable, Consulted, and Informed , and its purpose is to help clarify rules and responsibilities for those in meetings. Solicit All Views: For the most informed decision, ensure all opinions are heard. Challenge Initial Information: Actively challenge the first information you receive.

Technical Review 260

Technical Review Leadership Consulting Pricing 260

The Daily Egg

JANUARY 6, 2023

ZenBusiness and Incfile give you the legal information to drive your business toward success. Each offers resources to support different types of. The post ZenBusiness vs. Incfile appeared first on The Daily Egg.

Business 295

Business 295

SaaStr

JUNE 9, 2024

Reps will naturally spend more time on the “hot” leads, and also, on the leads they think have a higher likelihood to close based on informed pattern matching. The #1 Most Important Thing You Can Do With Your Leads: Implement an SLA You sort of need to do this if you have a decent velocity of leads. Magic will happen then.

Management 296

Management Sales Company Culture Metrics 296

SaaStr

MAY 14, 2024

Doing multiple rounds of SAFEs does this informally all the time now. All this does is give you a false sense of confidence more money is coming. And often blocking other investors from coming in. We’ll evolved. It’s fine to do 2 seed rounds now. Avoid “tranches” if you possibly can.

Investment 306

Investment Leadership 306

SaaStr

FEBRUARY 3, 2024

This includes both board meetings and informal coffee meetings. We are also doing weekly meetings, are they asking for too much of my time? Some rough rules: For every 1% of a company an investor owns, they get one meeting a year. Until you are past $10m ARR, then you can scale this back in some cases.

Startup 295

Startup Scaling Investment Leadership 295

Tom Tunguz

NOVEMBER 15, 2023

The context window is a fancy way of saying the quantity of background information the user can provide to the AI. Different models cost different amounts. Also, the size of the context window is an important factor.

Artificial Intelligence 336

Artificial Intelligence AI Engineering Trends 336

SaaStr

JULY 7, 2022

In these instances, you will want to set up informational interviews with strong department heads external to your company in the areas where you’re not an expert. Compare the talent that you meet through informational interviews with the talent you have on your team. Mistake 2: Thinking your CFO is a glorified accountant.

Scale 276

Scale Sales Hiring Interviewing Engineering 276

Tom Tunguz

NOVEMBER 3, 2021

Unlike the forward ARR valuation method, this technique doesn’t normalize for forward growth which means there’s information lost in the figure. I wonder if it’s the right metric long term. Regardless, the 100x ARR multiple seems to be a benchmark in the industry today.

Benchmarks 354

Benchmarks Startup Metrics Enterprise 354

SaaStr

MARCH 16, 2024

You get folks demanding information, meetings with management, and more. The transferee often constantly ask for more information from the company, want to make changes to the docs, etc. #3. No CEO, CFO, etc. wants a loose cap table full of folks they don’t know. Employees and investors, you know. It’s rarely an upgrade.

Systems Review 284

Systems Review Startup Trends Pricing 284

Clouded Judgement

MARCH 10, 2023

This post and the information presented are intended for informational purposes only. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. Subscribe now Share Clouded Judgement Leave a comment

Cloud 244

Cloud Trends Payment Features Subscription 244

Clouded Judgement

AUGUST 25, 2023

The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

SaaStr

APRIL 28, 2022

This information will give you your top targets, and it will also inform what marketing and sales content you should promote per segment. To prioritize your accounts, ask who is the ripest opportunity, and when will they buy? To find your priority accounts, examine your first-party data, third-party data, and general demographics.

Scale 304

Scale Education Strategy Engagement 304