Coupa, Twilio, and The Acceleration of SaaS
A while back, we wrote a post on SaaStr that made a lot of folks angry: “Workday is growing 90% this Year. At $250m in ARR. So Wake Up. You Probably Need to Do a Lot, Lot Better”. Looking, back it was a rather aggressive headline 🙂 And more importantly, people were upset because […]
7 Things We’ve Learned in Hybrid Revenue SaaS
By Tony Knopp, CEO & Co-Founder of InviteManager, which makes planning you client entertainment easy. Building an enterprise SaaS is a challenging proposition. Doing so with a services business attached can be even more interesting. Here are seven things we’ve learned about building, raising money for, and growing an enterprise SaaS with a hybrid services […]
Auren Hoffman (LiveRamp) – A Billion in Exits: 5 Things I’m Doing 5 Times Better This Time (Video + Transcript)
In anticipation of the upcoming SaaStr Annual 2017, we’ll be releasing the full series of transcripts and videos from all the awesome 2016 sessions. We were very excited to have BJ Lackland, CEO of Lighter Capital, take the stage and moderate this talk by Auren Hoffman, former CEO and co-founder of LiveRamp. As a serial founder […]
Marketo: Winning, IPOing, and Going Upmarket (Video + Transcript)
In anticipation of the upcoming SaaStr Annual 2017, we’ll be releasing the full series of transcripts and videos from all the awesome 2016 sessions. We were super excited to have Phil Fernandez, CEO and co-founder of Marketo, sit down and talk to us about the triumphs (and struggles) leading Marketo from inception to IPO. Phil […]
SaaS Financial Plan 2.0 (from Christoph Janz)
Recently on SaaStr, we did an important post on a simple Trailing Four Month Financial Model. This is one of my best hacks. If you average the growth rate over your last four months, and keep updating it — you’ll have a real-time model that keeps you honest. More on that here. But what about just […]
One More Time: What Drives SaaS Company Valuation? Growth!!
About two years ago, I did a post with a chart from JMP that showed the correlation between the value of a SaaS business and its growth rate. Today, I’m back with a chart from RBC [1] that shows things haven’t changed. The correlation here is pretty amazing. What’s even more amazing is that valuation […]
The trajectories of great software companies
Ever wonder how much growth a software firm should really target? If you thought the sky’s the limit, you might want to think again.
Is 5x the New 2x in SaaS?
Back in 2012, when the SaaStr audience was about 1/30th of what it is today, I wrote a post that a lot of folks didn’t like: ”Workday is Growing 90% this Year. At $250m in ARR. So Wake Up: You Probably Need to Do A Lot, Lot Better.“ In fact, it was the first post […]
Bullish on the Valley View
My fellow Enterprise Irregular Sameer Patel took me to task a bit earlier today for my prior post of the still-weak employment situation. @cselland stop being a party pooper already. This is twitter, the capsule where we confine our selves to a bubbly valley view. 🙂 — Sameer Patel (@SameerPatel) July 7, 2012 While […]
When 100% Growth Is Not Enough for Startups
A couple of weeks ago I passed on the opportunity to invest in a SaaS application company that has been growing around 100% YoY for the past couple of years and can now be considered a solid expansion story. While the company’s overall story was good, it was not great. As I have been talking […]
