SaaS
also referred to as: software as a service
225 statements across 196 episodes · 75 bullish · 43 bearish · 168 people on the record · first statement Feb 2, 2016 by Frank Meehan · said 1 times in 1 episodes since 2022 · across every show →
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brought up most by Raul Kaevand (1)
tap a year for its mentions
2022 1 mention in 1 episode
Everything said about SaaS, oldest first
Feb 2, 2016 bullish
Feb 2, 2016 neutral
Mar 5, 2016
Eyal: Expert marketplace SaaS models make their real money on usage
“And generally those kind of SaaS models in the expert marketplace world generally range from, let's say, you start at a thousand dollars per, you know, per company, per city per month, and then you pay for the use of the experts. So your thousand dollars to 10…”
Jun 3, 2016 neutral
Jun 7, 2016
Jun 9, 2016
Boost&Co Charges Higher Rates for Unproven SaaS Than Profitable Firms
“If you're a big company and you're profitable, I'm probably going to go single digits interest rates. If you're a young SaaS company with a very high growth rate and very low churn rate, that's exciting. But not as proven out, then I will go for a higher inter…”
Jun 15, 2016
Jun 19, 2016 bearish
Skatell: Turning internal media tools into a SaaS platform is difficult
“I think it's focus is really hard in a startup. And I think right now scaling those products that we use into a SaaS platform would be tough unless it was part of a strategy that Included you know, part of a strategy that included a model that, that scales wel…”
Jun 22, 2016 bearish
Jul 13, 2016 neutral
Jul 13, 2016 positive
Aug 6, 2016 positive
Aug 20, 2016 neutral
Aug 25, 2016 neutral
Lee: SaaS LTV-to-CAC converges to 3x-4x as companies scale
“What you find as companies mature is that you get diminishing marginal returns, which means that, you know, as you add more customers or your rate of new customer growth increases then the cost to acquire also increases as well. So we see convergence. Of LTV t…”
Sep 24, 2016
Latka: Healthy SaaS companies trade at 3x to 5x ARR multiples
“When I'm valuing companies, what I do is I typically take, especially SAS monthly recurring revenue, assuming churn is below three percent monthly. That's a, that's kind of good economics. I'll take the five grand multiplied times 12. So you annualize it and t…”
Oct 14, 2016 positive
Oct 16, 2016 positive
SaaS pricing should tie multiple value metrics to customer usage
“The smartest pricing structures I've seen in SaaS from the fastest growing companies, they always have multiple value metrics that would, that are used, that are tied to usage that encourage people to basically increase their ARPU or pay you more and more ever…”
Nov 19, 2016 neutral
SaaS Logo Churn Ranges From Sub-1% for Enterprise to 3%+ for SMBs
“Whether you're serving the more enterprise customers where, you know, the numbers tend to be, you know, less than one percent a month when you look at the, just the logos and then the more up you go, you know, the numbers get smaller. As you get down to smalle…”
Dec 17, 2016 neutral
Dec 20, 2016 neutral
Jan 8, 2017 positive
Jan 19, 2017
Jan 19, 2017
Jan 22, 2017 positive
Coates: Customer acquisition payback period is the speed limit of SaaS growth
“What I think about, and what a lot of the SaaS the SaaS investors and, you know, the kind of people who are thinking really well about economics are thinking about payback period, right? Because that's the kind of speed limit on how fast you can grow and like …”
May 27, 2017 positive
Building internal agency tooling is a proven playbook for launching SaaS
“I think it's such a good piece of advice for folks listening right now, thinking about trying to get, build their own software company to start up in an agency, because I have talked to so many agencies where they have all these clients and they start realizin…”
Jun 6, 2017
Jun 10, 2017 bullish
Jun 17, 2017 positive
Jun 28, 2017
Dolan: Chronic disease lead gen is more predictable than SaaS
“Because these are chronic diseases, people have to fulfill these scripts every single month. So it is more predictable. It's actually a lot more predictable than let's say Even in a couple other SaaS businesses, you know, if someone moves from, you know, from …”
Jul 3, 2017
Smith: SaaS business models are entirely acquisition, churn, and pricing
“There's, it's a simple equation. You have new users, churned users, price per user. That is our entire business model. And you have to, as a product person, you have to be jumping from each of those three continually for the life of the business.”
Aug 14, 2017 positive
Chung argues hardware-enabled SaaS products have significantly lower customer churn
“Well, the beauty of what we do is because we have a hardware component that enables the SAS, it becomes a very sticky SAS-like product. So while there is a loss leader or basically a static component that's kind of a wash that enables a much, you can think of …”
Aug 15, 2017
Aug 17, 2017
Sep 10, 2017 positive
Sep 17, 2017
DevSlopes is transitioning from course sales to a SaaS subscription model
“We've been around for around a year, year and a half, and we have been selling our courses online and through our platform, and then more recently, like in the past month, we just coded our subscription model so we're starting to convert over to SaaS.”
Oct 27, 2017
Crater: SaaS startups need a 3x breakout year to reach breakeven
“Our model has always been to double year over year and then one year we need to triple. So when I, when I've done this modeling, basically that's kind of how you have to do these SaaS businesses is one of these years you have to have like a breakout year where…”
Nov 27, 2017
Hossain: SaaS companies under $10M ARR typically see 12-to-18-month payback
“You want to be able to acquire in SAS a customer that's going to pay back over 12 months, ideally. At this stage, a little bit earlier you know you know, we're under ten million, I mentioned ARR, so typically, you know, if you're 12 months, you're doing really…”
Dec 11, 2017
SaaS customer sentiment hits its absolute lowest point at go-live
“Every sales SaaS account goes through, like a value, it's almost like the hype cycle. In the beginning, you have the honeymoon, everybody's happy you've done the sale, and the lowest, absolute lowest point in that journey is go live. Because that's where all t…”
Dec 15, 2017 neutral
Dec 15, 2017 bearish
Large brands are growing wary of SaaS commitments over active media spend
“It's easier for the large brands, I think, are starting to get wary of SaaS and technology and making those kind of commitments to what they call non-working dollars. But on the media side, it's where they're putting their, they're kind of, they have to go get…”
Dec 15, 2017 positive
Dec 25, 2017 positive
Jan 3, 2018
Jan 5, 2018 neutral
Variable CPM revenue provides upside on top of a predictable SaaS baseline
“So we love SAS revenue and we're, we want it to be a bigger piece of the pie. But I, you know, I like variable revenue, you know, variable revenue allows you to have some upside. I'd like more consistency in the business. I'd like to be able to predict and pro…”
Jan 19, 2018 negative
Pecherskiy: SaaS pricing models fail in media due to seasonal spend
“I think every every advertising or media company has to try to figure out SAS model. It just doesn't work because the nature of advertising businesses is very seasonal. So some, sometimes advertisers just want to spend Money in the summer, just sometimes in th…”
Feb 2, 2018 positive
Avner: Opt-out annual contracts beat free trials due to legal friction
“I think that's a better model than having people try it out and then sign up for the year because you wanted to go through the legal hassle of understanding all the contracts, signing for a contract and then canceling because they have more to lose. Well, peop…”
Feb 2, 2018
Avner: Media sales take 2-8 weeks whereas SaaS takes 3-9 months
“If you sell data for a media, the cell process can be two weeks to eight weeks now with the world of programmatic that everyone can just turn things on without signing contracts. It's a short one. I think average SAS sales takes three to nine months. It depend…”
Feb 25, 2018
Mar 22, 2018 neutral
Mar 27, 2018 positive
Apr 25, 2018 positive
May 2, 2018 neutral
May 2, 2018 positive
May 3, 2018 negative
May 8, 2018 bullish
May 8, 2018 negative
AdTech companies struggle transitioning from percentage-of-spend to SaaS models
“They all come from the old world, which is a percentage model, and they're all trying to move to a SaaS model, especially as spends being moved in inside teams themselves. But I just haven't met anyone who's doing it really well, because you're having to manag…”
May 10, 2018
Andrews: Low-volume enterprise SaaS makes standard churn dashboards difficult
“It's a really hard thing to, it's a really hard thing to measure, right? If our model was, you know, Hey, download something from you know, from our website, put your credit card in, we've got thousands of customers. You can measure based on cohorts much, much…”
Jun 19, 2018 positive
Beechuk: Salesforce Is One of Few SaaS Companies with a True Platform
“The term platform gets thrown around a lot in our industry, especially in SAS and Salesforce is one of the few companies out there that actually has a real platform. They got a programmatic component to it. You can kind of pull apart the UI and the logic and r…”
Jul 12, 2018 neutral
Jul 31, 2018 positive
Geva: API products avoid churn because they require no human intervention
“Since we are an API, we are in the backend and no human is, is, is intervening. So it's not like you have a system that, a SaaS system that the guy finds out one day that he stopped using the system and then he cancels. As long as we're doing a good job, We wi…”
Aug 4, 2018 positive
Aug 5, 2018 bullish
Howard Marks predicted SaaS models would inevitably transform into ICOs
“You know, for them, the SaaS business is probably the only way a software model is going to work, but it's going to transform itself into the ICO model, which is the blockchain, because it's the logical progression, you know, internet, one point O internet, tw…”
Aug 8, 2018 negative
Leber: Building SaaS entirely dependent on third-party platforms is fatally dangerous
“Building a SaaS company on the back of another platform that could kill you is a very dangerous thing to do. And my million run rate business died, but I've, you know, there are 10,000,020 million run rate businesses that also died. Same fate, building on the …”
Aug 27, 2018
Converting legacy software to SaaS requires enormous balance sheet cash
“So one of the things you need to realize everybody does is as they, as you go through a license and maintenance company and you convert it over to you know, SAS and subscription. You need an enormous amount of cash on your balance sheet. And your revenue looks…”
Sep 4, 2018 negative
Sep 20, 2018 neutral
Bonde: Monthly SaaS plans lower friction but expose revenue to seasonality
“If you have most people on a monthly plan, it's good to sell in that way. And it lowers the apparent risk. It's like, Hey, you can try it out for a few months. The bad news is obviously we make it relatively easy to get into the product and out of it. If peopl…”
Oct 2, 2018
Têtu: SaaS LTV modeling beyond five years hits a mathematical plateau
“When you do what's called an NPV, a net present value, if you type that in with that type of IRR, what you'll realize is that looking way, looking beyond five, six, seven, actually beyond eight years out, it's plateau. It's a plateau basically, because if you …”
Oct 6, 2018 neutral
SaaS startups trade at 4x-6x revenue with investors taking 10-15 percent
“We look at the basic economics out there today, you know, you would hear somewhere between four and optimistic six times on revenue, right? And you got to imagine that an investor is going to want to take no less than 10, but probably closer to 15% in that rou…”
Oct 18, 2018 neutral
Nov 6, 2018
Nov 8, 2018 negative
Schoenfeld: Calculating LTV on early SaaS cohorts is completely useless
“I don't think about LTV and SAS. I just look at the CAC ratio and then the, and the payback period. Cause I think when you start doing LTV on a half a percent of churn on an early cohort, it's like your LTV is a hundred years or something.”
Nov 11, 2018
Polo: Half of AcademyOcean clients use customer academies for lead generation
“Actually half of our clients use academies directly to teach their current customers. About how to use a product or about how to use new features. And another half are using academies in a very interesting way. They use it as a brand new content marketing tool…”
Dec 17, 2018 positive
Dec 23, 2018 negative
Feb 12, 2019 neutral
Schiltz: Sub-$10M SaaS companies often see CAC skyrocket when scaling
“Smaller companies, let's say under your example, under a ten million dollar run rate, they've never really tried to scale to reach a bigger percentage of the market. And when they do that, their cat costs can skyrocket and their LTV ratio can plummet.”
Feb 12, 2019 neutral
Schiltz: Net dollar retention matters more than logo retention in SaaS
“So when you look at the quality of a SaaS company, it's not just purely logo retention, really net dollar retention is, is a much more indicative measure of how sticky is this product and how much do customers love it and grow their usage over time.”
Feb 12, 2019
Feb 27, 2019
Mar 4, 2019 negative
Latka: Selling SaaS lifetime plans is disingenuous and harms personal brand
“I have a big issue when people sell lifetime plans. I think it's cheap. I think it's a marketing tactic, and I think it's totally disingenuous and hurts your personal brand if and when you have to shut the company down or sell it.”
Mar 7, 2019 positive
Patrick Stiles says SaaS combines physical product value with digital scale
“So SAS is just, you know, it's way more scalable. It has the perceived value of a physical product, but at the end of the day, it's basically an info product. It's intellectual property on a server and it doesn't have those compliance issues.”
Apr 17, 2019
Apr 20, 2019 negative
May 9, 2019 neutral
Morley: Carbon Black transitioned from on-prem perpetual licenses to SaaS in 2013
“The company started as a perpetual company. So for a number of years, perpetual software licenses in 2013, we switched to a SLA agreements, all that jazz. Yeah. Yeah. And then we switched to a subscription business and then, and we were on frame original offer…”
May 12, 2019 neutral
White: WriterAccess pivoted from transactional marketplace to SaaS model
“For the first five or six years of our eight years of operations, we were a pure marketplace transactional business. In the last year, we made a pivot over to SaaS, where we're now charging a fee to use our technology and access various levels of talent in our…”
Jun 24, 2019 positive
Soper: Custom enterprise projects create superior product feedback loops
“If we're not, I think if we're doing projects, we get very close to the requirements of our customers because our customers drive our thinking and market intelligence about what the, what they're looking for. And that feeds back into projects. Or product. If w…”
Jul 6, 2019
Webinar platforms suffer 7% to 10% monthly churn, killing SaaS valuations
“I can share with you guys listening, other, other webinar platforms I interviewed, I mean, you're typically seeing monthly logo churn in the, like, seven, eight, nine, 10% range, which obviously is too high to get the valuations that most SaaS companies get. Y…”
Jul 8, 2019
Jul 18, 2019 bullish
Aug 1, 2019 negative
Goodhart: Net revenue retention masks real customer churn in SaaS businesses
“I wouldn't like that. Cause I think it makes it harder to understand what's fundamentally going on with the business. And so the, all that CEO reports in that case is we're net one 30 or we're net one 40. And what you don't understand is that a piece of the bu…”
Aug 7, 2019 negative
Aug 7, 2019 positive
Aug 17, 2019
Xenon acquires older VC-backed SaaS companies seeking graceful exits
“Xenon's whole thesis is, hey, we'll come in and buy SaaS companies that have raised a bunch of funding that are, you know, five, six, seven years in that aren't going to make it to the billion dollar valuation that they thought but that they want a graceful ex…”
Oct 30, 2019
Dec 4, 2019
Dec 15, 2019 negative
Latka: AppSumo lifetime deals harm long-term SaaS sustainability
“There's a lot of founders like you that get blinded by the initial, hey, here's a hundred grand or 200 grand, right, that an AppSumo can drive you, but it actually really hurts your ability to build a long-term sustainable business because you then have to go …”
Dec 17, 2019 neutral
Dec 18, 2019 neutral
Dec 26, 2019 positive
Jan 11, 2020 bullish
Gitential is transitioning from pure SaaS to an on-premise model
“Right now we're kind of a pure SAS play. But the more we understand about the market, actually, the more we see that, you know, there is a serious need for an on-prem version. So, you know, we're actually moving towards that direction”
Jan 15, 2020 positive
Jan 28, 2020 positive
Feb 5, 2020
Feb 10, 2020 neutral
Feb 26, 2020 bearish
Meister: Increased Competition Has Driven Down HR Tech Pricing
“I think the interesting piece that we've certainly seen in the market over the past number of years is the pricing in, in SaaS and within HR tech certainly has come down. So a bit of a commodity pricing, you know, the prices that we used to be able to look at …”
Mar 1, 2020 bullish
Mar 20, 2020 neutral
Benson: SaaS debt interest rates drop to 16-18% above $3M revenue
“As you get larger, I think the prices come down to more around 17, 16, 17, 18%. And that's, that, I think that's much more reasonable for a more mid-sized company. You know, if you're over three million dollars, I think you could, you start creeping into that …”
Apr 22, 2020
May 13, 2020 bullish
Rippling's SaaS app store model is a winner-take-all network effect business
“The ultimate play is like an app store where any SaaS developer can sort of plug in plug in and publishes app and you know, rippling provision seats and licenses on top of this on, you know, and provides distribution for these apps, right?
So it's, it is clear…”
May 16, 2020 bullish
Savage: SaaS predictability makes debt financing uniquely powerful
“And like, I think SAS actually can be incredibly, Powerful when matched with debt, because if you understand your unit economics with enough, enough depth, like if you understand churn, if you understand expansion, if you understand acquisition, you can actual…”
May 30, 2020
Bice: Pure SaaS fails for SMB marketing without managed service execution
“We couldn't actually solve the problem without adding the service onto it because it, you know, the whole problem is that the vast majority of businesses Just don't have the resources and the expertise to do the day-to-day execution that is required to do this…”
Jun 3, 2020
Dane Maxwell: Software succeeds by improving existing behaviors, not modifying habits
“And that if you get the idea really solid and sound, meaning it's not modifying someone's behavior, they're currently looking for a solution, they're currently doing that thing without, without the product itself. And so not like, you know, like a Nordic track…”
Jun 3, 2020
Dane Maxwell advises finding SaaS ideas by asking what software frustrates professionals
“You could send someone cold. It's like, Hey, I'm looking to build software for your industry. And I'm just looking to know what software do you use right now? That makes you want to throw your computer out the window.”
Jun 8, 2020 bullish
Jun 10, 2020
Jun 13, 2020
Jun 14, 2020 negative
Moore: Closed SaaS data silos are an antiquated architecture
“RJ was almost like where your data went to die. Like, we pulled data in from all these systems, and we analyzed it, but the outputs of our system didn't really go anywhere. You just kind of came to RJ and consumed what RJ created. In the modern SaaS economy, t…”
Jun 21, 2020 negative
Moore: Pure SaaS fails for computer vision due to on-premise privacy requirements
“A lot of the times we're deploying this technology on local infrastructure to our clients to ensure data and privacy, you know, that is upheld by our clients. And so the SAS model just doesn't always work for them. They would prefer to buy an annual license or…”
Jun 30, 2020 neutral
Video SaaS faces intermittent usage because customers rarely produce video continuously
“And what's interesting about video as opposed to, I think, a lot of other SaaS businesses is video is still kind of one of those things. Even though video is everywhere, not everyone is actually convinced that they, you know, yeah, that they need to be using v…”
Jul 8, 2020 bullish
Jul 15, 2020 neutral
Jul 23, 2020
Jul 31, 2020 neutral
Compain: SaaS Series B rounds typically require $5M-$12M ARR
“I mean, I'd say companies are on Silicon Valley and SAS. We're seeing anywhere between You know, five to twelve million of ARR annual recurring revenues per year is typically that striking point of a series B, which would be, you know, 20 to forty million of a…”
Aug 5, 2020
Latka: Early-Stage CAC is Non-Engineering Payroll Divided by New Customers
“I mean, early stage SAS, the best way to calculate CAC is to take everyone who's not an engineer. So anyone focused on marketing, product sales, take all your salaries monthly, and then divide that by number of new customers you're getting each month.”
Aug 18, 2020 neutral
Sep 16, 2020 bullish
Sep 24, 2020
SureSwift Capital targets bootstrapped SaaS firms with $1M–$5M revenue
“So there, so there's a team of acquisition people that are, we're looking to acquire, you know, SaaS bootstrap SaaS companies, people with zero investors, right? So bootstrap SaaS companies, and we're looking for, you know, companies that are in the one to fiv…”
Oct 1, 2020 neutral
Hutchison: Flippa receives roughly 4,500 new asset listings monthly
“We see around four and a half thousand listings a month on the platform across the collection of digital assets, and those digital assets are SaaS businesses, as if you, as you've alluded to so well, Nathan, and I know your community is very passionate about, …”
Oct 1, 2020 positive
Oct 1, 2020 neutral
Dec 31, 2020
Jan 6, 2021 positive
Azora: A high-quality audience of 30 loyal followers can anchor SaaS launches
“If you focus on the quality, not on quantity, if you know your follower, if you're friends with them, if you help them constantly, they will give you back. What does it mean? So imagine you have only 30 followers on Twitter, but you know everything about this …”
Feb 15, 2021 bullish
eAgronom Uses Farm SaaS as Infrastructure to Sell Carbon Credits
“Well, SaaS for us is more like an infrastructure. Farmers use this to manage the farm and to get the overview of the farm and then we give successions to farmers. But for us, this is just the infrastructure. And we are building the carbon business on top of it…”
Feb 24, 2021
SaaS prospects must earn product demos rather than receiving them automatically
“Demos are not always the best indicator. That's more of a vanity metric in your sales pipeline. So, you know, even on websites, it's like, hey, click here to request a demo and founders say, well, somebody requested them. I have to give them a demo. And our pe…”
Mar 1, 2021
Mar 5, 2021 neutral
Mar 5, 2021
Comparing to fast-growing SaaS causes bootstrapped startups to overinvest
“I think in a lot of cases when you're comparing yourself constantly to other fast growing SaaS companies, you tend to over invest and expect that timeline of return to be much faster than actually is. So, you know, part of the discipline of being a bootstrap c…”
Mar 10, 2021 positive
Mar 31, 2021 negative
Quiry argues SaaS founders do not need brokers charging 15% exit fees
“If someone has the capability to start and grow a SaaS company, there are outlets like Flippa that don't require you to go spend 10 or 50% of your initial eventual outcome on a fee. Absolutely unnecessary, in my opinion, for everybody. Some people need it. Som…”
Apr 7, 2021 negative
Berry: Content is a hard way to grow SaaS from zero to one
“For trying to grow a SAS business content, by the way, is a really hard way to grow a business. Like go from zero to one and like basic, like no traction to simple traction. And that's what I was trying to do. But if you don't have the community already, it's …”
Apr 18, 2021 positive
Cloke: Strong SaaS ideation comes from adapting proven tools to growing platforms
“I've got a kind of framework that I kind of follow that's basically taking, like, an existing tool or an existing kind of profitable business, and then transfer, like, basically taking that and then applying it to, like, a growing platform.”
May 8, 2021
May 30, 2021 bullish
Jun 18, 2021 bullish
Latka: Bootstrapped SaaS at $10M Run Rate Can Fetch 10x Multiple
“The reason I ask is because I mean, based on the valuations I'm seeing in your space, if you break a ten million dollar run rate bootstrap so far, getting a 10 X multiple for a hundred million dollar pre-money valuation and raising ten million and selling less…”
Jun 18, 2021 neutral
Jul 6, 2021 negative
Content marketing is a hard way to bootstrap early SaaS
“For trying to grow a SAS business content, by the way, is a really hard way to grow a business. Like go from zero to one and like basic, like no traction to simple traction. And that's what I was trying to do. But if you don't have the community already, it's …”
Jul 18, 2021 negative
Peterson: Low-cost global developers quickly clone successful SaaS models at 10% price
“Anytime there's a new model, you know, new SaaS model that's getting traction in the marketplace, instantly there are cheap knockoffs, right? There are people around the world where their dev costs are very low. They can take something to market very quickly, …”
Aug 14, 2021 negative
Aug 27, 2021 neutral
Aug 30, 2021 positive
Britton: SaaS generates value far faster than agency models
“It just goes to show you how much better of a model SAS is than an agency model, because that took me 12 years to get that exit. And, you know, we're probably 10 times as valuable or Close. Right. After only being in business for three and a half years”
Sep 6, 2021 neutral
Consumption SaaS NDR reaches 180% while classic subscriptions top at 130%
“So in consumption, you see companies with a 150, a 160, a 170, a 180% in, in sort of more your classic subscription, you know, one 10 is very good. One 20 is like, is really good. One 30 is like awesome, right? And so that's kind of the range. If you're more o…”
Sep 6, 2021 bullish
Oct 11, 2021 positive
Fuller: Media monetizes early, but SaaS builds self-sustaining momentum
“It's easier to monetize media, frankly, than it is SaaS. I don't know that a lot of people realize that. But the great thing about SaaS is it, like once you get that engine going, it's, it has its own set of momentum, which doesn't require you to put as much i…”
Oct 11, 2021 positive
Nov 3, 2021
SaaS subscriptions, not advertising, drive the bulk of Issuu's revenue
“The bulk of everything is, is SaaS. Our business is, and even on the advertising front, we see the advertising as a fourth SaaS tier. The customers themselves aren't paying, but it's advertisers are paying for their use of the product.”
Nov 11, 2021 positive
Feb 3, 2022
Feb 12, 2022 neutral
Brodeur: Overcast HQ prices range from $500 to $30,000 monthly
“I suppose on the low end we do sell at about 500 dollars a month. But that's really a self-start as a SaaS product. It's very easy to get up and running, and that would be for a small team of maybe 10 people, right? But then we're selling right up to, you know…”
Mar 11, 2022 negative
Mar 13, 2022 positive
Mar 21, 2022 neutral
Apr 5, 2022 neutral
May 29, 2022 positive
May 29, 2022 bearish
Jun 1, 2022 neutral
Jun 27, 2022 positive
Campbell: Next wave of SaaS focuses on 'Do It For You' automation
“This next wave of SaaS is basically focused on like, how do I enable you, Nathan, the ability to focus on your customer and focus on basically your product and your team, the three things that you should be focused on by basically taking all this other stuff o…”
Jul 3, 2022 positive
Barattini: Churn-reduction SaaS products are inherently sticky once installed
“One cool thing about Lama that we kind of learned for Surtby is like having a different type of problem making, like, churn problem is very sticky. As you was, as you were saying before, like if you have a SaaS business, you have churn every month. Like that's…”
Jul 6, 2022 positive
Latka: Charging setup fees almost always yields higher net dollar retention
“I think it's really important when you look at cohort analysis in terms of net dollar retention on folks that have done and paid you for services. It's always higher, almost always higher than folks that don't pay that setup fee or don't pay the service fee as…”
Jul 23, 2022 neutral
Jul 29, 2022
Aug 19, 2022
Aug 22, 2022
Aug 23, 2022
Latka: Rapidly scaling software founders almost all start as agencies
“The most successful software founders that I've interviewed, I'm talking to ones doing, you know, going from zero to whatever, you know, a 100,000,200 million in revenue fairly rapidly. They almost all start off as an agency, just like you're doing.”
Sep 8, 2022 positive
Sep 30, 2022 neutral
Boscovic: SaaS products are useless until customers import their data
“You build a CRM, useless until the customer brings their data. You build a visitor management system, which is the company I was working at before Flatfile, Envoy, and you need your customers to bring lists of employees and daily lists of visitors coming to th…”
Sep 30, 2022 neutral
Boscovic: Most SaaS innovation addresses legacy systems relying on CSVs
“There's no cute API that you can connect to. To get your data automatically synchronizing via Zapier in when you're coming from a system that was built 20, 30 years ago. And that's where the majority of SaaS innovation is happening, right? We're solving these …”
Oct 6, 2022 positive
Craig Fuller: Editorial-First Content Models Can Succeed in Any Industry
“Content supported
X models, and what I mean by that, it can work in real estate, it can work in SaaS, it can work in anything.
It's basically going at it in an editorial first mentality of developing content that will drive your audience to buy and consume you…”
Oct 15, 2022 bearish
Hauser: Acquirers and VCs value services revenue close to zero
“You will definitely get nowhere close to the value on the services. Right. And we went through this at vanilla when we were talking to VCs. They're like, listen, like 40% of the businesses services, not SAS. We value it at zero. Right. In, in, in the fundraisi…”
Oct 21, 2022 bullish
Benson: SaaS startups should always take debt before equity once generating revenue
“I think that the rule is debt before equity. If you can get it, it's cheaper. Equity capital is super expensive. You can't get debt until you already have revenue. Once you can get debt, you should get debt. You stack equity on top of it. But even if you just …”
Nov 6, 2022 negative
Baker: Contraction is the biggest killer for per-seat SaaS companies
“So if you're selling by seat, contraction is the biggest killer for your business. Because you'll get, you'll bring a customer on, you might sell a hundred seats, and you've still got that customer in 12 months time, but you've probably churned 60% of your sea…”
Nov 8, 2022 negative
Do not grandfather early SaaS customers; feature-gate new product updates instead
“Don't grandfather. We did that, and we figured out a way that how we can show our appreciation to those existing customers that came in, and one thing that you can do, it's sort of a technical issue, but, you know, you can leave people within a plan, but then …”
Nov 8, 2022 positive
Offer early SaaS customers 12-month lock-ins during pricing tier increases
“Offer annual to lock in rates for 12 months. Basically what this means is, rather than go through all this complex stuff, and this person's on that, just allow people to lock in a rate for 12 months to keep that price they currently have for 12 months, and the…”
Nov 11, 2022 bullish
Nov 18, 2022
Nov 25, 2022 negative
Steve Benson argues venture capital is wrong for over 90% of startups
“For the vast majority of SaaS founders, they're not the right fit, right? They only want to invest in a very small slice of the world of SaaS, right? The super high growth, you know, huge companies you know, and there's the, that 90, I don't know, you might kn…”
Dec 8, 2022 positive
Latka: Upfront service fees prevent SaaS churn and boost retention
“This is the counterpoint guys, the VC argument that you shouldn't sell services inside of your SAS. I would always argue the opposite, which is if you touch a SAS sale with a big upfront fee, like five K, they're just not going to turn your net dollar retentio…”
Dec 13, 2022 negative
Doyle: Per-seat SaaS licensing breaks down at high enterprise volumes
“When it goes up to that area, like sometimes these industries, it doesn't, per seat licensing doesn't always make sense. And that's the thing for any founder is probably going to find is software as a service makes sense to a point, but then as soon as you get…”
Dec 25, 2022 negative
Gomez: Traditional SMB SaaS customers fail at self-serve onboarding
“So working with that target market, we have seen that we just can't hand over the tools to them and tell them, great, you pay us a month, a subscription fee. Now you can go figure it out. And here's your health documentation. It just doesn't work that way. We'…”
Jan 12, 2023 negative
Apr 26, 2023 negative
Apr 26, 2023 positive
Suski: Bootstrapped SaaS should price higher than competitors at launch
“You should start pricing higher, and not like lower than your competitors, because at the beginning you are looking for early adopters, they will have higher willingness to pay, so you can just capitalize on this and just get some money to get started.”
May 5, 2023 neutral
Thought leadership without product marketing effectively makes you a media company
“If that doesn't translate to the product value, then it's all for, then you are a media company, frankly. Like, you're not a software business at the end of the day, so I think it's important to kind of have product marketing then convert all of that.”
May 12, 2023 positive
May 17, 2023 bearish
Jun 16, 2023 neutral
Jun 19, 2023 positive
Jun 19, 2023
Jun 26, 2023
Delivet: API connectors and field mapping beat rigid CSV templates
“I've seen many, many software that are specifying a template to use when you want to import file. So basically, please, download the CSV file. Now, prepare the file that you want to upload, and upload it again. Well, I think we're in 2023, so creating this kin…”
Jun 26, 2023
Delivet: SaaS onboarding time correlates directly with sales cycle duration
“What we've seen is most of the time it's directly correlated. The time of the onboarding will be directly correlated to the time of sell. So if your sell cycle is like three months, there's high chance that your onboarding process will spend three months to.”
Jun 26, 2023 negative
Jun 26, 2023 negative
Jun 27, 2023 positive
Jul 10, 2023
Jul 10, 2023 negative
Maruthavanan: "Save time" SaaS pitches fail in time-rich, money-poor markets
“So there are some geographies which are time rich, but money poor, and if you sell save time there, it's not going to work. But some geographies which are money rich and time poor, then save time value proposition and messaging is going to work.”
Jul 13, 2023 positive
Ferber: Expanding products within the same ICP enables cheaper upselling and higher retention
“When you go to the next product, very important if you stay in the same ideal customer profile. Because it's, it will be easier to sell to the same client than to acquire a new client. It's always this. So staying in the same customer ideal customer profile It…”
Jul 19, 2023 neutral
Jul 21, 2023 negative
Jul 24, 2023
Appel: SaaS growth targets evolve from PMF at Seed to profitability at Series C
“Seed, product market fit, series A, prove you can sell it, series B, prove you can expand and keep those customers, series C and beyond, make it repeatable, profitable, and predictable, and then a big milestone, take a capital efficient model, move it to adjac…”
Jul 24, 2023 positive
Appel advises startups to base operating plans on a 60% probability
“There's different types of forecasts. The plan, your stretch, and your BHAG. Your plan is 60% likely to hit. And this is what you want to do in building what your valuation's coming from against these metrics that we've talked about. But this is what you want …”
Jul 24, 2023 positive
Aug 2, 2023 neutral
Sep 22, 2023 negative
Dec 14, 2023 positive
Miller: SaaS acquisitions should break even immediately on customer acquisition
“It's a reasonable question, but we looked at it as we wanted, we had an immediate sale, and if we could make it, if we spent a dollar, can make a dollar, then we knew that all renewals were profit after that. So we didn't have to invest any money. If we could …”
Dec 19, 2023 positive
Clayton: Marketplaces must build full SaaS tool suites to succeed
“One reason why I envy SaaS founders is like, I had to build all that anyway. Like I got to build the route optimization. I got to build the CRM. I got to build the biddings. I got to build the review system. I got to build every single system to make it work. …”
Apr 4, 2024 negative
Apr 25, 2024
May 30, 2024 positive
Moore: Stack Interoperability Is the Primary Factor for SaaS Buyers
“Their buying decisions are actually governed by what tools Are interoperable with the things they already have in their stack, which is probably the prominent buying determiner at this point for most software products, particularly in SAS.”
Aug 29, 2024 negative
Oct 17, 2024 positive
Robinson: Data Businesses Scale to Better Margins Than Traditional SaaS
“The margins, I think, are typically better than SAS as you keep scaling. You know, you kind of have this, like, wonderful quality where you compile a lot of data at SAS margins, and then You don't really have to increase the spend on that data if you do it the…”
Feb 4, 2026 bearish
Feb 12, 2026 neutral
Apr 1, 2026 bullish
Goyo: SaaS is shifting from dashboards to 'results as a service'
“So I'm a huge fan of this new product category that is result as a service, you know, and I think it's like moving from having a dashboard where you pay an employee to do actions. Now it's like a platform where AI agents are doing action on the side of your em…”