You are never better off without a mediocre VP You are probably better off with a good-but-not-great VP though, for now at least Line can seem fine, but it isn’t — Jason Lemkin (@jasonlk) January 22, 2022 I wrote a version of this post some time ago, and I think…

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Dear SaaStr: What should you not say to a VC during a pitch meeting? A few things … maybe not to say in a VC pitch: “We hope to sell for $20m-$100m in a few years to a BigCo.” While this may be the right strategy, the VCs likely…

The public markets have changed so, so much in just a few months So two big PE $10B deals happened in SaaS this week, one agreed, the other closed. And the difference are so stark, they highlight all the changes in SaaS in just a few months: Zendesk agreed to…

These are Strange Times Indeed in SaaS and Cloud. The best SaaS companies from Datadog to Snowflake to HubSpot to Salesforce are growing faster than ever, even past $1B or more in ARR. And yet, the stock market has taken a big tumble, leading among other things to dramatic change…

There was a very curious thing in Zoom’s financials leading up to its IPO that I am surprised no one commented on at the time, at least no one that I saw. But as a founder, it jumped out at me. As it went to IPO, Zoom’s cash burn was…

SaaStr Europa 2022 is a go!! We’ll be in Barcelona this year, 7–8 June, so we can maintain the outdoors / open air setup from 2021 SaaStr Annual!

So in January of 2021, Gartner predicted enterprise SaaS spend would grow by a stunning 10.2% next year. Unprecedented levels of growth for business software in the enterprise. They’ve now updated that and predict an even further, and stunning, acceleration in enterprise software spend in 2022 — now up to…

David Skok of Matrix Partners and KeyBanc have been doing an incredible SaaS startup survey for many, many years and the latest edition is out here. A couple of points jumped out to me: #1. Only 41% of the SaaS companies in the survey use per-seat pricing. The survey includes…