Remove Payment Features Remove SaaS Remove Underperforming Technical Team
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

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The Complete History of HubSpot’s Net Revenue Retention: From 88.6% at IPO to 115% Peak — And Why 102% Today Is Still Strong

SaaStr

A deep dive into one of SaaS’s most dramatic NRR transformations and what it teaches us about scaling retention in the SMB/mid-market When HubSpot filed for their IPO in August 2014, their S-1 revealed a sobering metric that would have made many investors pause: an 88.6% annualized subscription dollar retention rate.

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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 And allowing more experienced developer to ship far, far faster. 2023 : $2.4M

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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud expanded access to tools that used to be too expensive or too complex for most teams. Not bad,but not world-changing. Cloud shifted services to software.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm. Integration challenges are mounting.

AI
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What is Customer Satisfaction: Importance for Business Success + How to Improve

User Pilot

What does customer satisfaction look like for SaaS businesses? Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. As a result, satisfying customers is key to any success in SaaS. SaaS customers expect your continued support if they’re to remain your loyal customers.

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The Ultimate Guide to Software Customer Churn

Stax

That said, industry experts agree that your SaaS companys goal churn should be below 2%. 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%.