FastSpring

OCTOBER 11, 2024

Here are the questions we sought to answer by analyzing anonymized subscription data for transactions across various Asian countries (excluding broader “APAC” regions like Australia, New Zealand, and Indonesia): How do customers in Asia’s growing markets prefer to manage their SaaS subscriptions? but they’re growing.

Merchant Services 133

Merchant Services SaaS Payments Benchmarks Subscription 133

SaaStr

JUNE 28, 2021

It’s just, to invest in sales and marketing now, and make those extra hires, the burn rate is growing even faster at 12% a month after $100k MRR. Is investing in marketing programs with a CAC of ~ 12 months. And make sure they have SaaS experience, or they won’t understand how cash flows in a recurring revenue model.

Sales Hiring 319

Sales Hiring Scale Payment Features Finance 319

Subscription Flow

OCTOBER 2, 2024

For subscription-based businesses, revenue leakage means the waste of potential capital which has been rightfully earned. The causes behind this gap range from errors in subscription handling to recurring billing inefficiencies. Boasting revenue is the central goal for subscription-based businesses.

Payments 105

Payments Payment Features Payment Services Payment Solutions 105

SaaStr

AUGUST 11, 2024

As a reminder, the SaaStr Fund is investing $170,000,000 in seed and late-seed investments. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based A big week at SaaStr Fund! Some great news this week: #1. We led the U.S.

Cloud 249

Cloud AI Generative AI CTO 249

Clouded Judgement

MARCH 1, 2024

” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Everything getting pre-empted.

Cloud 314

Cloud AI Investment Metrics 314

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. Predictable Revenue Streams: Subscription models provide a consistent and predictable revenue stream for SaaS companies.

SaaS Payments 130

SaaS Payments Payment Services Payments Payment Solutions 130

Clouded Judgement

JULY 12, 2024

Because your competitors are investing in AI efforts, you also have to invest in AI efforts. At the end of the day these investments might not immediately result in better business outcomes (ie more revenue), but they certainly lead to better end user experiences. Altimeter is an investment adviser registered with the U.S.

Cloud 285

Cloud AI Investment User Experience 285

Blulogix

DECEMBER 5, 2024

By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.

Payment Features 59

Payment Features Subscription Pricing Technical Review 59

Clouded Judgement

JUNE 14, 2024

Most of my venture career has been spent investing in data businesses. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 343

Cloud Pricing AI Software 343

SaaStr

JULY 20, 2024

Invest in People You want to keep the bar high on talent, especially in hypergrowth, and not just in the early stages. Invest Heavily in Onboarding Your typical employee takes about three to six months to get ramped. Invest Early in Your Marketing When scaling the GTM engine, you want to invest early in marketing.

Sales Recruiting 236

Sales Recruiting Sales Hiring Scale Engineering 236

SaaStock

JANUARY 25, 2019

Its focus is on helping companies handle financial routine and streamlining processes related to accounting, banks, stock, and electronic invoicing, among others. from Astella Investimentos, Spectra Investments and others. Vindi is a PCI-certified online payment platform for recurring billing. Founded : 2011.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Blulogix

JANUARY 2, 2025

By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. Billing integration simplifies the implementation of these models, ensuring accurate tracking and invoicing.

Payment Features 52

Payment Features Payments Subscription Payment Solutions 52

Clouded Judgement

JUNE 19, 2024

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. So for public companies the formula to calculate gross margin adjusted payback is: [(Previous Q S&M) / ((Current Q Subscription Rev x 4)  -(Previous Q Subscription Rev x 4)) x Gross Margin] x 12 Here’s the payback data from Q3.

Cloud 315

Cloud GCP(Google Cloud Platform) Software Azure 315

Clouded Judgement

MARCH 29, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 281

Cloud Forecasting Subscription Payment Features 281

FastSpring

MAY 20, 2024

Moving some, all, or simply more of your software offerings from a one-time perpetual license model to a software as a service (SaaS) subscription model can be daunting, but it’s so powerful for building dependable, recurring revenue. Letting FastSpring handle the subscription infrastructure.

Payments 123

Payments SaaS Payments Merchant Services Payment Solutions 123

The Daily Egg

JANUARY 30, 2019

Whether you’re looking for subscriptions, leads, sales, or a higher return on your marketing investments, conversion rate optimization is the path to follow. When you want the most from your web marketing efforts, the benefits of conversion rate optimization (CRO) cannot be overstated. The thing about CRO is that it works.

Subscription 253

Subscription Payment Features Investment Sales 253

SaaStr

DECEMBER 14, 2020

Folks churn out of their Verizon plan, their Netflix subscription, etc. In a low-end subscription model for a tool, not a solution (e.g., If nothing else, for your biggest customers, over-invest in customer success. semi-commodity storage, semi-commodity hosting, etc. the dynamics are similar. Hire more experienced talent.

Churn 362

Churn Sales Hiring Systems Review B2C 362

SaaStr

JUNE 11, 2024

over adoptions of about ten years, so there’s real value in investing time and money into applications that help you achieve this. To get a real return on investment, you shouldn’t overlook traditional AI and the many ways you can use it today. You may receive invoices in back office systems.

AI 176

AI Artificial Intelligence Data Generative AI 176

Clouded Judgement

DECEMBER 1, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

AWS 296

AWS Cloud AI Search Cost optimization & reporting 296

Tom Tunguz

MARCH 24, 2020

Better for the leagues and athletes to sell more products and subscriptions, better for the fans who engage more, over longer seasons, in different formats. And could online learning create a better learning experience at a fraction of the price, changing the return on investment calculations for going to college?

Software Review 318

Software Review Technical Review Entertainment Outsourced Development 318

SaaStr

MAY 15, 2024

So with public SaaS companies continuing to grow, but revenue multiples often at relative lows, it can make sense in some cases to “go private”, invest in more growth for a few years, and try to IPO again down the road. Qualtrics did it, nCino just did it, and the latest is Squarespace. 5 Interesting Learnings: #1.

Scaling 239

Scaling Subscription Payment Features Pricing 239

Clouded Judgement

AUGUST 30, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 271

Cloud Venture Capital AI Startup 271

SaaStr

SEPTEMBER 19, 2023

The right-hand graph shows that deal count and overall investments have fallen. This is where traditional SaaS methods like subscription pricing only, driving growth through headcount only, or a pure sales GTM strategy only live. PLG is about investing in product and data instead of sales and marketing.

Business Model 250

Business Model SaaS Payments Payments Headcount 250

Subscription Flow

APRIL 23, 2024

A robust recurring billing software can make all the difference for your subscription business but win 2024 we are taking no gambles. Invest in the right billing and subscription-management software to automate your workflows after carefully assessing three of the best options in the market.

Payment Solutions 104

Payment Solutions Payments Payment Services Payment Features 104

Subscription Flow

MAY 2, 2024

As a result, shifting to crypto will be an investment with limited (if any) benefits for them.) Once the integration has been activated and goes live, the system will begin its handling of all subscriptions and even one-off payments that your end consumers make before drafting invoices for them.

Payment Solutions 105

Payment Solutions SaaS Payments Merchant Services Payment Services 105

SaaStr

DECEMBER 21, 2022

And it proves just how long a life so many B2B products have — especially if you keep investing in them. #5. Adobe is almost 100% subscription revenue based now. I actually hadn’t looked at this in a while, but Adobe is essentially 100% recurring revenue, subscription-based revenue.

Scale 267

Scale Cloud Subscription Payment Features 267

Clouded Judgement

SEPTEMBER 13, 2024

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 251

Cloud Forecasting Metrics Payment Features 251

Clouded Judgement

AUGUST 16, 2024

GenAI will empower companies to do more with software than ever before, and it will also increase the value of the software itself, unlocking new areas for innovation and investment. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Outsourcing Services 271

Outsourcing Services Cloud Software Outsourced Development 271

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. That is why most modern SaaS and subscription-based businesses have transitioned to using a good billing software, reducing their workload by a great deal.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Stax

DECEMBER 20, 2023

Set rate processing Subscription rate processing TL;DR Interchange fees are not collected by your payment processor or bank; they go directly to the card-issuing banks. At the end of the day, how much you’re paying for credit card processing relies on your payment solutions provider.

Payment Services 167

Payment Services Merchant Services Payment Methods Payment Solutions 167

Intercom, Inc.

MARCH 10, 2022

This end-to-end payment process removes the need to fumble around for customer plans or payment details. When integrated with our platform, your sales and support teams can initiate subscription upgrades, accept secure payments via the Messenger, and see their query history.

Payment Methods 209

Payment Methods Technical Review Payments Payment Solutions 209

Clouded Judgement

AUGUST 25, 2023

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. By combining easy implementation, rapid time-to-value, and clearly attributable outcomes, which we measure and refer to as KAV, we drive substantial return-on-investment, or ROI, for our customers.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

SaaStr

APRIL 28, 2019

” The Slack Fund is tiny. “As of January 31, 2019, Slack Fund has invested $10.1 ” The Slack Fund is tiny. “As of January 31, 2019, Slack Fund has invested $10.1 million in 46 companies, with $5.2 million funded by Slack and the balance funded by the venture capital funds who partner with Slack Fund.”

Scale 275

Scale Venture Capital SMB Enterprise 275

Blulogix

DECEMBER 27, 2024

By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. In todays competitive subscription economy, addressing revenue leakage isnt optionalits critical for sustaining profitability and building trust with customers.

Payment Features 52

Payment Features Revenue Scale Operational efficiency. 52

SaaStr

JANUARY 15, 2021

R&D) … and that ballooned to as much as 44% under SAP (re-investing in product) … and now has come down to 31% as the company marches again to being a stand-alone company. There are a lot of mini-lessons here on the ability to invest when you don’t have to worry about being public, etc.,

Enterprise 257

Enterprise Scaling Investment Revenue 257

Stax

JULY 9, 2024

Going digital reduces paperwork and manual processing for businesses by automating payment reconciliation, invoicing, and record-keeping processes. Businesses can also streamline accounting tasks by integrating digital payment systems with their financial software, which improves accuracy and efficiency in financial reporting.

Payment Methods 163

Payment Methods Payment Services Merchant Services Payment Solutions 163

Tom Tunguz

APRIL 1, 2024

y/y, estimated sales efficiency is 0.11, & contribution margins are negative : Rubrik sells $1 of subscription software for $0.88. It’s a strategic imperative to metamorphose from an on-premises perpetual-license company to a subscription-software company as fast as possible. But overall revenue is growing 4.5%

Data 183

Data Subscription Payment Features Cloud 183