B2B Software Companies

topic on 4 shows · 7 statements across 7 episodes

Startup Acquisition Stories In Depth Lenny's Podcast 20VC

7 statements about B2B Software Companies, every show

20VC Insight
Lemkin: Active user growth exceeding revenue is the key AI software test
“Is your Maos, Wows, and Dows growing faster than revenue? If so, things are probably working for you in the AI age. If they're declining, just like net new customer count, right? If it's declining, you're hiding.”
Jason Lemkin Apr 23, 2026 ▶ 41:46 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Lemkin: B2B SaaS Companies Attached to AI Budgets Will Thrive in 2026
“If you have attached to AI budget and you're a data dog era and you're in that, you're actually going to have a great 20, 26 because we're there.”
Jason Lemkin Nov 13, 2025 ▶ 1:01:47 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
20VC Insight
Lemkin: Corporate scandals impact new B2B sales but cause minimal churn
“It's going to hurt you for new customers. Because it's a weapon for the sales team to use against you. I say two percent, like even just churn, you know how much work it is to change payroll providers? It ain't worth it.”
Jason Lemkin Apr 17, 2025 ▶ 1:30:39 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
20VC Opinion
Torres: AI will displace B2B corporate workforces despite optimistic predictions
“That's bullshit, right? I just, it's just, you have had some guests here that I love and respect, but they're like, Oh yeah, we're gonna get larger, you know, in five years, and I'm like, what? I just saw something, you know, somebody posted on Twitter, it's l…”
Elias Torres Mar 21, 2025 ▶ 25:19 Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
IN DEPTH Disclosure
Reshef: Gong's initial beachhead strictly targeted North American English B2B software
“Initially, we were like super focused. I think we're probably one of the most crazily focused companies in early stage. We're basically aiming software companies located in North America, selling B to B somewhere between a ticket size of a thousand dollars and…”
Eilon Reshef Mar 28, 2024 ▶ 8:26 A masterclass in founder conviction | Eilon Reshef (Co-founder and CPO at Gong)
Lemkin: Tension between product and sales indicates a well-run B2B company
“This stress between product and sales is a good thing. It's a sign of a well-run B to B company when there is stress between product and sales. It's a good sign. It is a good. If there's no stress, you're not in enough deals.”
Jason Lemkin Feb 18, 2024 ▶ 1:17:59 Building a world-class sales org | Jason Lemkin (SaaStr)
Polychrome Capital seeks 50% or greater equity in B2B software companies
“Polychrome is a PE firm focused on acquiring 50% or greater equity positions in B to B software companies.”
Greg Lazarus May 16, 2022 ▶ 1:09 Startup Acquisition Stories with Greg Lazarus - Managing Director at Polychrome Capital

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