As AI continues to reshape the way businesses operate, it has become a critical differentiator in gaining a competitive edge. Stage 2 Capital Co-founder and Managing Director Mark Roberge dissects the advantages and challenges faced by both startups and incumbents in leveraging AI for Go-to-Market strategies. Uncover the unique capabilities that startups bring to the table and how they disrupt established players with their agility, innovation, and ability to adapt to changing market dynamics.
So one thing that has exploded in SaaS in the past decade is the role of Private Equity buying both public SaaS companies (to take them private, “fix” some metrics, and IPO or sell them again), and generally later-stage private SaaS companies. E.g., Vista...
Dear SaaStr: Why Are So Many CEOs Former Engineers, or At Least Have Technical Backgrounds? I’ve come to almost exclusively invest in founder-CEOs that are engineers. Or at least where the co-founder CTO is a true equal partner to the CEO. Why? Well to get something...
The mediocre often require endless kudos for doing the bare minimum Just remember that when you settle — Jason ✨????SaaStr 2025 is May 13-15✨ Lemkin (@jasonlk) October 18, 2024 So this is a post on a point we’ve made many times over the years at SaaStr,...
So the last time we checked in on Crowdstrike, they were growing a stunning 65% at $1.7B in ARR. Growth has slowed somewhat as Crowdstrike approached $3 Billion ARR — but only somewhat. The company is still growing a jaw-dropping 37% at almost $3B ARR —...
Dear SaaStr: What’s The #1 Way to Motivate a Sales Team to Sell More? The best motivation for salespeople is seeing other salespeople at the same company making a ton of money. This: Proves (x) it can be done — even when sales feels hard, and Challenges everyone...
So the Wall Street Journal did a great job slicing and dicing IPO data recently. To me, the most jarring statistic was this one: 80% of IPOs since 2020 are trading below their IPO price, or “broken”: So what, you might think? Buyer beware? Hooray for “efficient...
