5 Interesting Learnings from Shopify at $9B in ARR
Holy cr*p Shopify. At a $9B Billion run rate (most of it not software, but that’s the revenue run rate), it’s growing at a stunning 31%. And it’s accelerating. $9B run-rate 31% growth rate 22% free cash flow margins 12% share of U.S. e-commerce...
The $10M to $1B Vertical SaaS Playbook: Key Lessons from Procore’s Chief Product Officer Wyatt Jenkins
Meet Wyatt Jenkins: From Construction Sites to Chief Product Officer If you want to understand how vertical SaaS companies scale to $1B+ in revenue while staying true to their customers, there’s no better person to learn from than Wyatt Jenkins, Chief Product...
Dear SaaStr: What is a Good Refund Policy for a SaaS Product?
Dear SaaStr: What is a Good Refund Policy for a SaaS Product? SaaS startups, especially those that sign customers to annual customers, will have customers that want to cancel those un-cancelable contracts and get a refund. Even customers that pay monthly on credit...You Could Win $500K – $5M in Funding. Announcing the SaaStr and Mayfield AI Demo Stage and Pitch Competition at SaaStr Annual
In partnership with Mayfield AI, you could win $500k – up to $5M in funding when you enter the SaaStr AI Pitch Competition!
Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR — And Are Planning to Grow 35% Faster in 2025
Iconiq is one of the leading growth investors in B2B leaders and it has one of its latest reports out here on Efficiency & Growth in 2025. Two data are perhaps most helpful for founders. First, what’s the bar for top quartile growth among venture-backed B2B...
How Dialpad Hit $300M ARR by Building Their Own AI Stack: 5 Key Learnings
Dialpad’s Top Learnings Building Its Own AI Stack When it comes to AI implementation in SaaS, most companies are still figuring out whether to build or buy. But Dialpad has been quietly building their AI advantage for over 7 years, processing more than 8 billion...
Transitioning from Sales-Led to Product-Led Growth and Scaling to $100M ARR With Apollo’s CEO Tim Zheng
From Sales-Led to Product-Led: How Apollo.io 25x’d Revenue and Crossed $100M ARR Apollo.io, an all-in-one go-to-market platform, underwent a significant transformation in its business model that led to remarkable growth. This analysis examines their journey from...
Why VCs Want to Raise Billion Dollar Fund after Billion Dollar Fund
You’ve probably noticed many of the leading VC funds now have raised much, much larger funds. Some of it is to compete better. Some of it is for fees (20% of the fund goes to fees and expenses). But it’s not just that. It’s energy vs. output. It’s just in many...