Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Will the macro turn in favor of software buyers? We’ll see how the rest of software earnings shake out - but so far I’d categorize the guides / outlooks for the year as “meh” at best. Follow along to stay up to date!

Cloud 144

Cloud Software Subscription Payment Features 144

Blulogix

DECEMBER 23, 2024

By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. Schedule a Demo Today The Shift to Usage-Based Pricing Its an inevitable now. It doesnt matter if its B2B or B2C.

Payment Features 52

Payment Features Subscription Pricing Artificial Intelligence 52

Payrix

FEBRUARY 4, 2025

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? This blog post is your ultimate guide to understanding the most used payments terms today. Point-of-interaction (POI) A hardware and/or software component in point-of-sale equipment (e.g.,

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

Subscription Flow

JUNE 26, 2024

What Mol did was identify how badly traditional banks’ online payment processing worked for small European businesses, before offering Mollie recurring payments as an alternative to these businesses that were nearing bankruptcy during the lockdown. How to handle Mollie recurring payments?

Payment Features 98

Payment Features Payment Methods Payment Services Payment Solutions 98

FastSpring

JANUARY 10, 2023

There are tons of monthly recurring billing software solutions available, so it can seem difficult to determine which one is right for your business. This article is meant to help by providing two important factors to consider when choosing a recurring billing tool. Handling failed payments and customer notifications.

Payment Solutions 146

Payment Solutions Payment Features Payment Methods Software Review 146

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Some software companies also have seasonality in the “payback.”

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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). Pricing : Qualaroo offers a free forever plan with all features included for startups and small businesses for up to 50 monthly responses.

Software Review 105

Software Review Technical Review Software B2C 105

Stax

MAY 20, 2024

The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Price undisclosed but sounds like >$300m DataStax acquired by IBM. Price undisclosed but sounds like >$1B M&A has followed an interesting arc over the last ~20 years. Follow along to stay up to date! Subscribe now M&A is Back!

Cloud 188

Cloud Pricing Subscription Payment Features 188

Blulogix

JANUARY 3, 2025

By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. However, as the industry grows, so does regulatory scrutiny.

Payment Features 52

Payment Features Subscription Management compliance 52

SaaStr

MARCH 8, 2024

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? Snowflake is a symbol of usage-based pricing.

AI 268

AI Artificial Intelligence Pricing SaaS 268

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

Subscription Flow

OCTOBER 10, 2024

Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. A system which supports recurring subscriptions, and advanced pricing strategies. The business lacks access to advanced features.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

Stax

OCTOBER 13, 2024

Small businesses in America and worldwide have to choose from a wide variety of accounting software solutions, and this range of choices can be overwhelming. Research shows that 64% of small businesses use accounting software and the market for accounting software solutions is projected to be worth $4.3billion by 2023.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

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

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

Blulogix

NOVEMBER 25, 2024

This is where the concept of real invoice calculation comes in, fundamentally changing the way organizations approach revenue projection. Schedule a Demo Today What is Real Invoice Calculation? Real invoice calculation is an approach to revenue prediction that goes beyond simple estimates.

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

FastSpring

OCTOBER 1, 2023

Looking to leverage FastSpring’s Digital Invoicing for your SaaS or gaming business? We’re excited to announce new updates to how we handle tax exemptions in Digital Invoicing. Example of the new changes to FastSpring’s Digital Invoicing Quotes in-app. Sign up for a demo or check out our free trial. What does this mean?

Payment Features 156

Payment Features B2B Payment Solutions SaaS Payments 156

Tom Tunguz

APRIL 28, 2022

One invoice. I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. I paid for them each in US dollars every month.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

Subscription Flow

MAY 16, 2024

A few important reasons why businesses flocked to CardPointe was because it simplified the payment process for their end consumer, it seamlessly integrated with other systems like accounting software, and offered solid security to the businesses to protect their end consumer’s payment details. What is CardPointe?

Payment Features 105

Payment Features Merchant Services Payment Solutions Payment Services 105

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. Trends like usage-based pricing , complex provisioning , industry consolidation , and evolving regulatory landscapes are reshaping how businesses operate and thrive.

Payment Features 52

Payment Features Subscription AI Search compliance 52

SaaStr

APRIL 24, 2021

50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. And yes, it’s a software company. You pay a subscription for websites to help you sell stuff. Let’s take a look at 3 great examples: Example #1: Bill.com.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

FastSpring

OCTOBER 13, 2023

FastSpring provides an all-in-one payment platform for SaaS , software, video games, and digital products businesses, including VAT and sales tax management, payment localization, and consumer support. Pricing starts low per transaction, but it will add up quickly if you’re looking for a more robust service. Interested?

Payments 160

Payments Payment Methods Payment Services Merchant Services 160

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

SaaStr

APRIL 14, 2025

If youre serious about scaling software, you cant afford to miss it. Whether youre here to learn, network, or just hang out with your B2B peeps, theres no better place to be. SaaStr Annual 2025 is more than just an eventits where the B2B community comes together to learn, grow, and scale.

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

DECEMBER 4, 2023

It could be price, product composition, or payment terms. If you want to cut the sales cycle, always do an exchange of urgency, i.e., “I’ll accept flexible payment terms, but we need to close this week.” #2: 2: Offer Flexible Payment Terms This is another debate going on in SaaS. Know what your buyer really cares about.

SaaS Payments 282

SaaS Payments Payment Services Payments Payment Features 282

FastSpring

JANUARY 31, 2023

FastSpring, this guide compares: What areas of the payment lifecycle each one provides a solution for (e.g., payment processing, gathering and remitting taxes, and subscription management) and what additional software you’ll need to add to your tech stack. Flexible subscription management and recurring billing tools.

Payment Services 147

Payment Services Payment Methods Merchant Services Software Review 147

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. Whether through pricing errors, missed renewals, or incomplete billing processes, these small inefficiencies can add up to significant lost revenue over time.

Payment Features 52

Payment Features Revenue Scale Operational efficiency. 52

SaaStr

FEBRUARY 15, 2024

Metronome is a cutting-edge billing infrastructure company designed to support the rapid growth and adaptability required by modern software companies. Metronome’s sophisticated billing and subscription management platform enables companies to easily manage and automate complex billing and invoicing processes.

Scale 284

Scale Software Review Payment Features AI 284

Payrix

APRIL 10, 2025

In todays competitive software market, forward-thinking trade and field service platforms are no longer asking if they should modernize their payment infrastructure, theyre working diligently to source the right payments partner to implement innovative solutions before their competitors beat them to the punch.

Payments 100

Payments Payment Services Outsourcing Services Payment Solutions 100

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

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

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

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’s Free Pricing and Retention Audits. ChartMogul’s Free-Forever Launch Plan for SaaS Businesses. Where can I find the deal? What are they all about?

Artificial Intelligence 304

Artificial Intelligence Machine Learning SaaS Consulting 304

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. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 144

Cloud Banking Subscription Payment Features 144

FastSpring

JANUARY 9, 2023

FastSpring: International Payment Solution for SaaS. Paddle: Payment Infrastructure Platform. Billing Software for Selling Physical Goods and Services. Square: Popular Payment Platform for Startups. More subscription management features. FastSpring: International Payment Solution for SaaS.

Payment Methods 147

Payment Methods Payment Services Merchant Services Payment Features 147