Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Great Services-To-Software Rotation There's a lot of debate right now about the economic impact of GenAI. They contend that AI agents, capable of handling infinite workloads, will ultimately reduce the need for software spend.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

SaaStr

FEBRUARY 2, 2025

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies.

AI 222

AI Technical Review Artificial Intelligence Systems Review 222

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 188

Cloud Pricing Subscription Payment Features 188

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. seed round.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

User Pilot

OCTOBER 19, 2024

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). Segment your audience by criteria like customer lifecycle stage, product usage, or subscription plans.

Software Review 105

Software Review Technical Review Software B2C 105

FastSpring

DECEMBER 9, 2022

SaaS billing software automates one or more of the various aspects of the recurring billing process — payment processing, fulfillment, dunning, and more. Payment processing: These solutions gather payment details and facilitate the transaction between two parties. 3 Subscription Management Software.

Payment Services 147

Payment Services Merchant Services Payment Methods SaaS Payments 147

FastSpring

MARCH 3, 2023

Most billing and subscription management solutions let you: Build various trial and subscription models (e.g., free or paid trial and usage-based or fixed price subscriptions). Manage active subscriptions (e.g., Send invoices and/or payment notifications. You can also: Create trials of any length.

Payment Services 142

Payment Services Payment Features Merchant Services Payments 142

How To Buy Saas

DECEMBER 20, 2024

Most SaaS businesses prefer to manage their accounting processes through cloud-based software solutions, but even for that you need to know the nitty-gritties of SaaS accounting. The revenue earned over the subscription period does not relate to the amount earned at a given point of sale like in traditional businesses.

Payment Services 52

Payment Services SaaS Payments Payment Solutions Payment Features 52

Stax

MARCH 16, 2025

The average churn rate for the software industry as a whole is 14%. As a SaaS business leader, reducing software user churn is an important part of maintaining your customer base and increasing revenue. TL;DR The average software industry churn rate is 14%, but SaaS companies should aim for under 2%. Looking to measure churn?

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

SaaStr

FEBRUARY 14, 2023

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. You do that by showing momentum.

Metrics 261

Metrics Marketing SaaS SMB 261

Clouded Judgement

MARCH 28, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Starting and scaling a software company was really hard. If you, as a software company, got to a certain scale and brand awareness, it was really hard for others to catch you. Follow along to stay up to date! So what was the implication?

Cloud 184

Cloud AI Scale Scaling 184

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

Stax

JUNE 18, 2024

Subscription models offer companies large and small the opportunity to build predictable revenue and high customer lifetime value. But managing subscriptions effectively and freeing up time and resources for expansion is no picnic. In a subscription business model, customers pay a recurring fee in exchange for a product or service.

Payment Features 88

Payment Features Payment Solutions Payment Services Payments 88

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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 144

Cloud Banking Subscription Payment Features 144

Blulogix

FEBRUARY 14, 2025

By Kegham Khrigian The New Standard for Subscription Renewals: Intelligent, Automated, and Scalable For subscription businesses, renewals are the foundation of predictable revenue and long-term growth. Subscription models thrive on automation, accuracy, and data-driven decision-making and renewals should be no different.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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 157

Cloud Forecasting Subscription Payment Features 157

SaaStr

SEPTEMBER 25, 2024

What data and metrics do you need to convince SaaS investors you’re in good shape and aligned with what they care about? These metrics are more targeted to those preparing for a Series A or B round and could make the difference between an excited-to-invest-in-you investor and a pass. There are a few cool ways to visualize this data.

Metrics 184

Metrics Sales Hiring Retention Churn 184

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). This is good news for the broader infrastructure software universe. Follow along to stay up to date! I have to “swag” this a bit.

Azure 184

Azure Cloud Software AI 184

SaaStr

APRIL 30, 2022

Check out this 2018 Europa session with Guillaume Princen, Head of France and Southern Europe @ Stripe, where he talks about the metrics you need to be focused on in your startup. If you don’t have the time to watch the whole session, here are the main metrics you should be mindful of. MRR, obviously. Transcript. Hi, everybody.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

SaaStr

DECEMBER 4, 2023

The sales cycle is important because it cascades into a bunch of critical metrics for you and investors, including revenue. ARR selling freelance management software offered multiple-tiered pricing to offset some impact of increasing prices by 56%. Embed different payment types both in invoices and reminders.

SaaS Payments 282

SaaS Payments Payment Services Payments Payment Features 282

Clouded Judgement

MAY 24, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now First Look at April Quarters Heading in to this week, software earnings have not been good. We expect these dynamics to persist in the near term, which is reflected in our revised FY '25 subscription revenue guidance.

Cloud 157

Cloud Software Headcount Scale 157

FastSpring

DECEMBER 7, 2022

Chargebee is a robust subscription management platform. However, there are certain aspects of collecting recurring payments that you would still be responsible for when using Chargebee, such as: Connecting to payment gateways manually. Reconciling payments, fulfillment, refunds, etc. Zoho Subscriptions.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148

FastSpring

APRIL 23, 2024

Depending on your needs, sellers may run into a number of potential limitations with the Paddle platform: Paddle doesn’t accept as many alternative payment methods as other MoR partners. The subscription management system doesn’t support multi-product transactions. Digital invoices. Subscription and recurring payment collection.

Payment Methods 142

Payment Methods Payment Services Merchant Services Payment Solutions 142

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

TechEmpower SaaS

JULY 24, 2023

What are your key Startup Metrics ? eCommerce Does your startup run on a subscription model? How many kinds of subscriptions do you support? What are the rules for subscriptions? Analytics/Metrics What key startup metrics will you need to track? How will you be taking this to market? Ads, Viral/Social, SEO)?

Innovation 780

Innovation Development CTO Hire Technical Review 780

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

Software Review 190

Software Review Cloud Software Revenue 190

Clouded Judgement

DECEMBER 21, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Subscribe now Is Software Rebounding? net retention and CAC payback).

Cloud 184

Cloud Software Benchmarks Retention 184

Clouded Judgement

OCTOBER 3, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s still rough out there selling software!

Cloud 167

Cloud Software Benchmarks Retention 167

Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Is Software Rebounding? net retention and CAC payback).

Cloud 184

Cloud Software Azure AWS 184

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.

SaaS Payments 158

SaaS Payments Payments Merchant Services Payment Solutions 158

SaaStr

APRIL 8, 2020

Divvy is a seamless expense management software combined with the world’s smartest business card giving your company total control of finances. Profitwell solves the hardest parts of subscription growth with outcome-centered products that reduce churn, optimize pricing, and grow your subscription business end-to-end.

Artificial Intelligence 304

Artificial Intelligence Machine Learning SaaS Consulting 304

SaaStr

JUNE 5, 2020

I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). . It’s hard to imagine a world where analysis didn’t understand recurring, subscription based revenue for technology products.

Venture Capital 297

Venture Capital Technical Review SaaS Scale 297

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Not the best start to cloud software earnings season! Follow along to stay up to date! Overall, there was weakness across the board.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144