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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.

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Clouded Judgement 3.21.25 - M&A Roars Back

Clouded Judgement

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 188
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The Fall of the Metric Monolith with Battery Ventures Principal Brandon Gleklen (Video)

SaaStr

Metrics are the key to evaluating success and setting goals, but not every SaaS business should orient itself around the same one-size-fits-all numbers. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. The Metric Monolith: The Rise and Fall.

Metrics 272
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5 Metrics Every SaaS Company Should Care About In Any Market Environment with Salesforce Ventures Investor Jessica Bartos (Video)

SaaStr

In this week’s Workshop Wednesday , Salesforce Ventures Investor, Jessica Bartos, shares the 5 metrics every SaaS company should care about in any market environment, especially the one we’re currently in. Growth Is Still Number One Growth is still the number one metric, but it’s not the only one. They’re simple but not always easy.

Metrics 261
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Clouded Judgement 12.20.24 - The Fed Bomb

Clouded Judgement

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 144
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

That juxtaposition is what makes investing in venture markets these days so fun! Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184
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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

Keeping track of the accounting for SaaS businesses can be challenging because of the subscription model that they operate on, and that is why most companies opt for cloud-based software solutions to smoothen the processes. This is an important process as you need to send invoices to customers on time and also collect revenue effectively.