July, 2025

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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. Started as “Salesforce for Pharma” in 2007, now the essential technology backbone for companies bringing medicine to market.

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Figma's S-1: A PLG Powerhouse

Tom Tunguz

Yesterday, Figma filed its beautifully designed S-1. It reveals a product-led growth (PLG) business with a remarkable trajectory. Figma’s collaborative design tool platform disrupted the design market long-dominated by Adobe. Here’s how the two companies stack up on key metrics for their most recent fiscal year: Metric (2024) Figma Adobe Revenue (YoY Growth) $749M (48%) $21.5B (11%) Gross Margin 88.3% 89.0% Non-GAAP Op Margin 17.0% 44.5% Sales Efficiency 1.00 0.39 Adjusted FCF Margin

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How to Embed Payment Functionality in Your AI SaaS: A Practical Guide

USIO

If you’re building an AI-powered SaaS product, your focus is likely on creating amazing AI features — whether that’s smart automation, AI co-pilots, or data-driven insights. But at some point, you need to figure out how your customers will pay you. More than that, how you can embed payments seamlessly inside your app to deliver a smooth user experience and open new revenue streams.

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Figma - Benchmarking the S1 Data

Clouded Judgement

Yesterday Figma filed their initial Form S-1 statement. I wrote about Figma back in Feb ‘21 for those looking for a more detailed breakdown of what the business looked like at the time (a lot has changed!). A Form S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap tabl

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Airflow Best Practices for ETL/ELT Pipelines

Speaker: Kenten Danas, Senior Manager, Developer Relations

ETL and ELT are some of the most common data engineering use cases, but can come with challenges like scaling, connectivity to other systems, and dynamically adapting to changing data sources. Airflow is specifically designed for moving and transforming data in ETL/ELT pipelines, and new features in Airflow 3.0 like assets, backfills, and event-driven scheduling make orchestrating ETL/ELT pipelines easier than ever!

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Stop monitoring systems; start monitoring outcomes

Intercom, Inc.

When millions of conversations flow through your platform daily, reliability isn’t just a technical metric – it’s the foundation of customer trust. At Intercom, where our AI Agent Fin resolves millions of customer inquiries autonomously, reliability starts with one essential question: Can our customers do the job they’re hired us to do? This question has led us to develop what we call “heartbeat metrics” – vital signs that instantly tell us if our systems are truly serving their purp

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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

The SaaS PE market is heating up again, and Thoma Bravo just made a big statement buying SaaS restaurant pioneer Olo for $2 Billion. Yesterday, Thoma Bravo announced they’re acquiring restaurant tech platform Olo (NYSE: OLO) for $2 billion in an all-cash deal. That’s $10.25 per share — a whopping 65% premium over Olo’s closing price on April 30th (the last trading day before acquisition rumors started swirling).

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The Rise of the Agent Manager

Tom Tunguz

If 2025 is the year of agents, then 2026 will surely belong to agent managers. Agent managers are people who can manage teams of AI agents. How many can one person successfully manage? I can barely manage 4 AI agents at once. They ask for clarification, request permission, issue web searches—all requiring my attention. Sometimes a task takes 30 seconds.

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Embedded Payments: No-Nonsense Guide for Developers

USIO

1.How do I authenticate with Usio APIs? This is usually the first step: How do I start talking to the API? Usio keeps it simple. To authenticate, all you need are: Your Merchant ID A Username A Password That’s it. No OAuth dance. No token juggling. No complex key management. Just drop those three credentials into your API requests, and you’re good to go.

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New Product Announcement Examples in SaaS: Email, In-app & Mobile

User Pilot

How are you currently making your new product announcement? Email newsletters & blog posts Basic in-app messages We don’t have a set process yet How do you measure the success of those announcements? Mainly by email open/click rates We look for usage spikes, but it’s mostly guesswork Honestly, we’re not really sure How are you targeting those in-app messages?

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Build the Case: Quantify the Real Costs of In-House Testing and QA Gaps

Underinvesting in software testing costs more than you think, and now you can prove it. This guide helps you quantify hidden costs like developer time, support overhead, tech debt, and lost revenue. Use the companion calculator to model your own data, and present your findings with a ready-to-edit presentation template. Whether you're making the case to leadership or validating outsourcing, this toolkit gives you the numbers and tools you need.

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SaaS management metrics: Essential guide for IT leaders

BetterCloud

In today’s fast-paced digital world, managing SaaS applications is a complex task for IT leaders. The sheer volume of tools can overwhelm even the most seasoned professionals. Yet, mastering SaaS management metrics is crucial for optimizing software ecosystems. These metrics provide insights into application performance, security , and cost-effectiveness.

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How to Use Zapier Integrations to Automate Your Business Workflows

Stax

How many business applications does your company use? Most businesses use dozens of web applications and software to manage daily operations. Solutions to manage finances, communication tools, project management apps and many other solutions are used daily to keep your business in business. But what happens when your business processes require your software solutions to talk to each other?

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The Sheer Momentum You Need For an Enduring IPO in SaaS: 63% Average Growth

SaaStr

We took a look at the SaaS leaders that are doing well today, in today’s world and that have IPO’d in the past few years. Samsara, Toast, Klaviyo, ServiceTitan and Procore. Their Average Growth Rate in Year Before IPO: 63% (excluding prior generation) The Numbers *Top performer from prior generation of SaaS IPOs (2010-2015 era) The SaaS Leaders: 1.

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The Sales Strategy Conquering the AI Market

Tom Tunguz

What happens when technology evolves faster than your sales process can adapt? The last fifteen years, startups focused on building software around very well understood processes. We had built an assembly line for software sales, SDR to AE to customer success manager. We calculated ratios between these three total cost of sales and drove the factory to ever improved yields.

AI 169
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Agent Tooling: Connecting AI to Your Tools, Systems & Data

Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage

There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.

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Embedded Payments Made Easy: From Code to Cash

USIO

Let’s be honest: payments used to be a pain. If you’re a SaaS founder, product leader, or engineer, you’ve probably stared down the barrel of a tangled payment integration wondering, “Why does something so essential feel so unnecessarily complicated?” You’re not alone. The truth is, the world of embedded payments has evolved—dramatically. What once required months of development, multiple vendors, endless compliance headaches, and the patience of a saint… can now be handled with a few lines of c

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Behavioral Segmentation in SaaS: Types, Examples + How to Get Started

User Pilot

What’s your primary goal with Behavioral Segmentation? Understanding your main objective helps tailor the approach to user behavior analysis. Increasing new user activation Boosting feature adoption Improving trial-to-paid conversion How do you currently analyze in-app user behavior? The tools you use determine the depth of your behavioral segmentation capabilities.

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Clouded Judgement 7.4.25 - Happy 4th!

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

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How AI Search Is Revolutionizing SaaS Marketing, and What You Should Do About It

FastSpring

The rise of AI-driven search is transforming how potential customers discover software solutions — and what SaaS marketers must do to stay competitive. Your potential customers are no longer just Googling “best project management software” or “CRM for small business.” They’re asking ChatGPT to compare your product features, getting personalized recommendations from AI tools, and discovering solutions through conversations rather than traditional search results.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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Dear SaaStr: What is RevOps Responsible For in a B2B Company?

SaaStr

Dear SaaStr: What is RevOps Responsible For in a B2B Company? Managing revenue operations (RevOps) in a SaaS company is all about aligning sales, marketing, and customer success to drive growth efficiently. Here are some best practices that I’d recommend: Centralize Data and Metrics RevOps thrives on data. Build a single source of truth for all revenue-related metrics—pipeline, churn, CAC, LTV, NRR, etc.

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Hidden Technical Debt in AI

Tom Tunguz

That little black box in the middle is machine learning code. I remember reading Google’s 2015 Hidden Technical Debt in ML paper & thinking how little of a machine learning application was actual machine learning. The vast majority was infrastructure, data management, & operational complexity. With the dawn of AI, it seemed large language models would subsume these boxes.

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Notes from a product design vibe coding hackathon

Intercom, Inc.

In May 2025, the product design team at Intercom came together for a hackathon in our London office. Folks flew in from as far afield as Dublin, Barcelona, Amsterdam, Chamonix, and Merseyside. Our org has 30+ product designers sprinkled across the UK and Europe, so it’s always special to meet up in person. Our mission: build an Intercom-related feature, product, webpage, or experience using nothing but AI.

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How Secure Are Digital Disbursements Platforms?

USIO

As businesses continue to modernize their payment operations, digital disbursements have become a powerful alternative to traditional methods like checks and wires. They offer speed, flexibility, and seamless automation—but with that convenience comes heightened scrutiny around security. When you’re moving funds at scale, safeguarding sensitive data and protecting against fraud isn’t just a best practice—it’s imperative.

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5 Ways to Improve Revenue from Integrated Payments

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

Most integrated payments providers share a percent of the payment revenue with their software partners. But, oftentimes, that revenue share is only a fraction of the true income potential software providers can realize. If you want to maximize income opportunities from your payments program, check out Wind River Payments’ webinar-on-demand.

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From Silos to Synergy: The Data Dictionary as CS Operations Key to Unifying the Customer Journey

Valuize Consulting

In a previous article, we dissected the three critical data challenges that often cripple Customer Success (CS) Operations: the security ambush, the hydra of disparate data models, and the subjectivity of customer health definitions. These aren’t just abstract problems; they are daily frustrations that undermine the incredible work CS Operations teams do, directly impacting your ability to deliver efficient processes, reliable reporting, and a truly effective Customer Success Platform (CSP

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DFW SaaS Meetups & Community Resources Everyone Should Know

SaaS Metrics

DFW SaaS connects over 500 local SaaS leaders through monthly events that deliver industry insights and strategic networking opportunities. As part of the SaaStock Local network, you’ll gain access to global resources while maintaining a local focus. You can sign up on their website to receive event updates, contribute as a speaker, Read more The post DFW SaaS Meetups & Community Resources Everyone Should Know first appeared on SaaS Metrics.

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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

Overall, public B2B companies are struggling, with growth falling to new lows. But that’s overall. The ones selling outside of tech? Many are doing pretty, pretty, well. TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce.

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Clouded Judgement 7.11.25 - Market Musings

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Random Market Musings The last few posts have been more focused on AI developments, so I wanted to take some time this week to give a broader macro update. It’s hard to believe, but the Nasdaq and the S&P 500 are both sitting at fresh all time highs.

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SaaS Essentials: Failed Payment Solution Guide

For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.

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Atomic Habbits for Sales

Teamgate

Features Overview Tour CRM Sales Velocity Mobile Apps Industries Collect Lead Capturing SmartDialer Email Integration Convert Lead Management Lead Qualification Lead Prioritization Time Management Sales Pipeline Management Sales Acceleration Contact Management Product Catalogue Insights Analytics & Reports Sales Dashboard Sales Activity Pipeline Management Sales Leaderboard KPIs & Sales Goals Pricing Blog Resources Help Center Everything about to get you started and improve knowledge.

Scale 52
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Build a Subscription Experience Designed for Your Business with FastSpring’s Latest Subscription Feature Launches

FastSpring

Today’s subscription businesses demand more than one-size-fits-all workflows. Software companies, SaaS platforms, mobile apps businesses, and AI solutions need flexible tools that adapt to their business. At FastSpring, we’ve always operated as a developer-first platform, building tools and services to help you create, customize, and optimize every part of the subscription lifecycle.

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Everboarding explained: the customer success growth strategy that goes beyond onboarding

ChurnZero

Quick summary: Everboarding is a continuous, adaptive approach to customer engagement that extends onboarding across the full customer journey. By personalizing support and education over time, everboarding helps CS teams increase retention, reduce churn, and deliver ongoing value. A comprehensive onboarding strategy is still at the top of any customer success team’s list.