JAMF Goes Private for $2.2 Billion. That’s 3.3x ARR. Why B2B Can Be a Long, Hard Road
Francisco Partners announced this week they’re taking JAMF private for $2.2 billion at $13.05 per share. The headlines trumpet a “50% premium” to recent trading prices. The press releases talk about “strategic flexibility” and...
The Great VC Reshuffle: OpenAI’s $500B Restructuring, A16z’s $10B Mega-Fund, and Why Two-Thirds of Series B Investments Fail
We’re back!! 20VC x SaaStr with Harry, Rory and Jason! Bottom Line Up Front: Three seismic shifts hit venture this week. OpenAI completed the most significant corporate restructuring in tech history, clearing the path for a potential $2 trillion IPO while Sam...
What To Expect From a New VP of Customer Success in The First 30-60-90 Days
Dear SaaStr: What Should My New VP of Customer Success Be Doing In The First 30-60-90 Days? Here’s how I’d structure their 30-60-90 day plan to ensure they’re focused on the right priorities: First 30 Days: Meeting With Customers — ASAP. And Deep Dive and...
If Your CRO, CCO or CPO Doesn’t Meet With Customers Their First Week On The Job … Move On. Apologize, But Let Them Go.
If your new CRO doesn't meet with any customers their first week, Apologize to them. Say it's your fault for making a mishire. And then let them go. — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) September 26, 2025 It’s so hard to find a CRO or VP of...
5 Interesting Learnings from MongoDB at $2.4 Billion in ARR
MongoDB is back. It saw growth slow materially for a while, to as low as 13% … but it’s back. And it’s now an AI Beneficiary. At $2.4 Billion in ARR, growth has reaccelerated to 24%. And the stock is up a stunning 45% this year. 5 Interesting...
AI in Tech Isn’t So Much About Laying Off Humans. It’s About AI Backfills
We had someone on Team SaaStr who after 4+ really good years with us decided to change industries and move on. Great person. Solid contributor. We’ll genuinely miss having them around. It was just his time for his next adventure. And now? We’ve already...
The Brutal Truth About Series B: Only 1 in 3 Deals Even Double Investors’ Money, Per Latest Carta Data
When Figma raised its Series B in 2018, investors who passed on the Seed and Series A still made nearly 100x on their Series B investment. It’s the ultimate FOMO story VCs love to tell themselves. But Figma is the exception, not the rule. According to data from...
Dear CMOs, CROs, Etc: Stop “Learning” AI. Start Deploying It. Yourself.
I recently got an email from a CRO I’ve worked with for years. Someone I deeply respect. The email was almost panicked: “I need to learn AI, right? I’ll do anything. I’ll intern for you. I’ll hang out in Amelia’s office. I’ll...
Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures
Brett Queener is Partner at Bonfire Ventures, a $1B AUM seed-stage fund writing $3-4M checks into application software companies. He was employee #70 at Salesforce.com, where he built go-to-market, launched the AppExchange, and helped scale the company from its...
Dear SaaStr: As a Founder, When Did You Realize You Were Limiting Your Company’s Growth and Success?
Dear SaaStr: As a Founder, When Did You Realize You Were Limiting Your Company’s Growth and Success? As we approached $10m ARR, we were doing very well: growing 100%, cash-flow positive, with 100%+ NRR. But I did see that certain of my weaknesses still were...
SaaStr AI App of the Week: Higgsfield — The Video AI Platform That’s Crushing It Where Everyone Else Is Still Prompting
The Reality: Most AI Video Tools Are Still Stuck in the Prompt Era. Higgsfield Said “Click-to-Video” Instead. AI video generation technology has been impressive for the better part of a year, but the UX has been challenging for many B2B use cases. E.g.,...
5 Tips For Pitching VCs for The Very First TIme
Dear SaaStr: What advice would you give to an entrepreneur who has never pitched before but has a pitch scheduled with venture capitalists? A few basic tips for your first VC pitch: #1. Practice With The Best You Can Find a founder that you know that has raised VC...
Dear SaaStr: What Was the Toughest Rejection You Ever Had in Sales?
Dear SaaStr: What Was the Toughest Rejection You Ever Had in Sales? The hardest rejection I’ve had in sales was around renewals. Especially ones I thought we really had earned. But still lost. In particular, in the early days of EchoSign / Adobe Sign, we had a...
What Every B2B Founder Needs to Know About AI in Go-To-Market Right Now With Jason Lemkin
The State of AI + Software: Where It’s Going – Fast This deep dive is from Jason Lemkin at the LIVE AI Workshop Wednesday. Sign up here for the next one. I was talking to a founder recently who’s running at $50 million ARR. Classic SaaS guy turned AI...
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