Clouded Judgement

NOVEMBER 18, 2024

”” Benchmark Data The data shown below depicts how the ServiceTitan data compares to the operating metrics of current public SaaS businesses. This metric demonstrates how long it takes (in months) for a customer to pay back the cost at which it took to acquire them, and the data I’m showing is from the most recent quarter.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

Clouded Judgement

MARCH 28, 2025

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. This post and the information presented are intended for informational purposes only.

Cloud 299

Cloud AI Scale Scaling 299

SaaStr

MARCH 24, 2021

The Five Metrics to Help Increase Your Value. # Yet because of this decision to focus on growth instead of profitability, they achieved one of the highest revenue growth metrics at the time of IPO of any software company. To find your NDR, you’ll want to divide your present cohort value by last year’s cohort value. “At

Metrics 278

Metrics Banking Benchmarks Investment 278

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 264

Metrics Marketing SaaS SMB 264

Clouded Judgement

MARCH 21, 2025

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. This post and the information presented are intended for informational purposes only.

Cloud 188

Cloud Pricing Subscription Payment Features 188

Clouded Judgement

DECEMBER 20, 2024

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. This post and the information presented are intended for informational purposes only.

Cloud 144

Cloud Banking Subscription Payment Features 144

SaaStr

FEBRUARY 25, 2025

Sessions typically focus on real metrics, strategies, and lessons learned, not theoretical concepts. And a full half of 2025 will be dedicated in the latest in AI for B2B, including 100+ of the best new players in B2B AI presenting on our new AI Demo Stage! Get out of the home office. Pull together the team.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

MARCH 24, 2025

Some fun facts: 10+ years of SaaStr conference attendance Partner at Point Nine Capital, a leading early-stage VC firm Geographic reach: Actively investing across Europe, US, and Australia Notable portfolio: Zendesk, Algolia, Contentful, Loom (and many more) Known for his “five ways to build a $100M business” framework The 5 Key Things (..)

Data 147

Data Acquisition AI Finance 147

SaaStr

OCTOBER 12, 2021

Presented By: Nick Mehta – CEO – Gainsight – @nrmehta. Presented By: Maria Pergolino – CMO – ActiveCampaign – @inboundmarketer. Presented By: Mukesh Mirchandani – Vice President, Global Field Solution Engineering – Freshworks. Presented By: . Chloe Stewart – CRO Pilot.

VP of Engineering 363

VP of Engineering Customer Success Engineering Retention 363

Clouded Judgement

JANUARY 24, 2025

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. This post and the information presented are intended for informational purposes only.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Tom Tunguz

JULY 30, 2020

I delivered a presentation at the end of the day that I’ll share here. Entitled 5 Data Trends You Should Know, the presentation covers the major trends we observe in the data world. Modeling the data to ensure there is one centralized definition of every metric with an owner, a lineage, and a status.

Trends 361

Trends Data Machine Learning Artificial Intelligence 361

Clouded Judgement

MARCH 7, 2025

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. This post and the information presented are intended for informational purposes only.

Cloud 157

Cloud Forecasting Subscription Payment Features 157

Clouded Judgement

FEBRUARY 14, 2025

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. This post and the information presented are intended for informational purposes only.

Cloud 144

Cloud Software Subscription Payment Features 144

SaaStr

FEBRUARY 9, 2023

One metric stood out to me I hadn’t seen presented before: just how many private SaaS companies (i.e., In the latest SaaStr Workshop Wednesday (sign up for FREE here ), Jessica Bartos of Salesforce Ventures did a great deep dive on the state of SaaS and venture in 2013. The full session is below and it’s a great watch.

SaaS 340

SaaS Startup Metrics Investment 340

SaaStr

MARCH 12, 2025

“Marketing is fluffy and unmeasurable” – Unlike sales, which has clear metrics like quota attainment, founders often believe marketing can’t be measured. Instead, focus on two key metrics: Pipeline coverage – Do we have a chance to hit our numbers? Actual sales – Did we hit our targets?

Sales Hiring 207

Sales Hiring Marketing Technical Review Underperforming Technical Team 207

Tom Tunguz

JUNE 25, 2020

The presentation is embedded below. In other words, we hypothesize companies with favorable metrics responded in greater numbers. Just pick a metric. This distribution was a surprise, and it reinforces the idea that customer success should not use NPS, since it doesn’t seem to be that discerning of a metric.

Headcount 364

Headcount Scale Benchmarks Retention 364

Clouded Judgement

OCTOBER 11, 2024

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. This post and the information presented are intended for informational purposes only.

Cloud 167

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

TechEmpower SaaS

OCTOBER 9, 2023

This presents businesses with an opportunity to enhance their search functionalities for both internal and external users. Precision and Recall Metrics: Define a process to assess the precision (the relevance of retrieved documents) and the recall (how many of the relevant documents were fetched). Strive for a balanced outcome.

AI Search 519

AI Search Artificial Intelligence Generative AI AI 519

SaaStr

MARCH 13, 2020

Make NPS a Top 3 metric if it isn’t yet. I’m no expert in remote working, but be present. Maybe, be present more. We think we’re present. Be present on video on Zoom or Tandem. Whatever it is, be more present than you were last week. Maybe the sales projection will be cut 30%.

Sales Hiring 321

Sales Hiring Forecasting Enterprise Metrics 321

SaaStr

SEPTEMBER 28, 2024

Appeal to every board member Recognize that non-founder board members often focus on surface-level metrics like logos and visually appealing pipeline presentations, while operators on boards tend to be more interested in concrete commit numbers and confidence in the sales funnel.

Technical Review 303

Technical Review Sales Hiring Sales Recruiting Revenue 303

SaaStr

JULY 21, 2020

You should already know your MRR, cash burn, NPS, all your key metrics almost immediately after the month ends. List your top few key metrics (MRR, growth, cash burn, NPS, etc). Have Your Team Present More, and You Less. Instead, backfill them and help them present the best that they can. This is your best hack.

Sales Recruiting 363

Sales Recruiting New CTO Scale CTO 363

Tom Tunguz

MARCH 1, 2021

The SaaS applications present insights and queue workflows and help their users achieve their goals as normal, using the data from the CDW. A company with this architecture will map out the customer journey sufficiently well to develop proxy metrics , leading indicators of customer behavior. When will this customer persona upgrade?

Data 363

Data Machine Learning Artificial Intelligence SaaS 363

SaaStr

AUGUST 11, 2021

Now first, this trick requires you have your VPs present at board meetings. But if you do, make sure each VP presents for 10 minutes at least. A good/great VP presents the state of their team at the first board meeting, and how they are levelling it up. Shares the key metrics they plan to improve. More on that here.

Sales Recruiting 312

Sales Recruiting Scale Sales Hiring Scaling 312

SaaStr

MARCH 21, 2021

Few things instill confidence more than a crisp, metrics-filled monthly investor update that comes right after the month ends. Share those key metrics, plus some quick color. Let them present around each of their function areas. And clearly present progress against them. Don’t make this complicated.

Sales Hiring 320

Sales Hiring Forecasting Churn Metrics 320

Tom Tunguz

OCTOBER 18, 2020

But investors in private companies use a different metric, enterprise value to forward annual recurring revenue (ARR).The And if it continues, we should expect the IPO, the direct listing, and special purpose acquisition vehicles (SPACs) to present compelling financing options to later stage founders.

Software Review 363

Software Review Finance Enterprise Acquisition 363

Clouded Judgement

JUNE 19, 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., This metric is more self-explanatory, so I won’t go into detail.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MAY 28, 2021

Vimeo is certainly an interesting web service, and we’re excited to have CEO Anjali Sud presenting at 2021 SaaStr Annual Sep 27-29 in SF Bay Area! We publicly publish metrics on these and other measures of diversity at least once annually.” An interesting note for a product with a lot of hosting and serving costs.

Enterprise 325

Enterprise Scale B2B Metrics 325

SaaStr

NOVEMBER 13, 2022

SaaStr 604: SaaStr CRO Confidential Presents How to Fundraise in Late 2022 with SaaStr CEO and Founder, Jason Lemkin. SaaStr 603: SaaStr CRO Confidential Presents the Ultimate Guide to Sales Compensation, Quotas and Recruiting with SaaStr CEO and Founder, Jason Lemkin. Hosted by Sam Blond, Partner at Founders Fund. ?.

Sales Recruiting 296

Sales Recruiting AWS Compensation Enterprise 296

Clouded Judgement

FEBRUARY 7, 2025

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. This post and the information presented are intended for informational purposes only.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

OCTOBER 26, 2020

Funnels simplify metrics. I’ve been preparing my session for the NY Enterprise Tech Meetup later this week on the Essential Guide to SaaS Metrics. Thinking through that presentation and reflecting on some recent conversations, I’ve changed my belief. Examine the yield from each stage to gauge success.

Startup 279

Startup Onboarding Enterprise Metrics 279

SaaStr

NOVEMBER 4, 2021

The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. KBCM helpfully presents a very detailed comparison of “Rule of 40” Qualifiers (i.e. Ultimately, the “Rule of 40” is ONLY a metric.

SaaS 321

SaaS Technical Review Benchmarks Azure 321

Clouded Judgement

JULY 12, 2024

And very well may lead to better “other” metrics like retention or churn. 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 288

Cloud AI Investment User Experience 288

Clouded Judgement

MARCH 1, 2024

Update on Q4 Earnings One metric I love tracking in net new ARR added in a quarter. 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 317

Cloud AI Investment Metrics 317

SaaStr

AUGUST 1, 2021

Make sure each VP/functional head presents at the board meeting , and give them time, and don’t talk over them. And get them detailed Board packs and metrics at least 3 days before each Board meeting. And get them detailed Board packs and metrics at least 3 days before each Board meeting. And help them prep.

Venture Capital 290

Venture Capital Metrics Data 290

Clouded Judgement

MARCH 29, 2024

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. This post and the information presented are intended for informational purposes only.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

Buffer Resources

AUGUST 13, 2024

Standout feature for creators: Creators can get access to a wide range of campaigns and sign up to be presented to join the platform’s database. Pricing: Free plan available; paid plans start from $89/mo with a free trial. This detailed level of analysis helps marketers refine their strategies for better outcomes.

Payments 111

Payments Branding Merchant Services Payment Methods 111

SaaStr

MARCH 23, 2021

An important metric we don’t look at often enough. This may be changing, but it’s interesting to see the data presented this way: #6. $5B We’ve seen everyone from MongoDB to Hubspot and more accelerate as they approach and pass $1M ARR, for example. #3. Some guideposts to guide to at scale. #4.

Investment 318

Investment SMB Acquisition Cloud 318