Zendesk just announced the acquisition of Unleash, an Israeli AI-powered enterprise search startup with 70+ connectors to things like Google Drive, Confluence, and SharePoint. The pitch is “permission-based RAG” and AI agents that live inside Slack and...
Dear SaaStr: Growth Has Slowed for 2 Years Now. What Can I Do To Reignite The Energy? If growth has been slowing down constantly and linearly for two years, you’re in a tough spot, but it’s not hopeless. The key is to break out of the inertia and make bold, decisive...
Dear SaaStr: We Are Growing Too Fast to Handle the Workload, but We Can’t Afford to Hire New Employees. What’s wrong with our business model? Nothing. We’ve all been there. Almost all of us, at least. In SaaS, this typically happens somewhere between $3m...
The latest from the 20VC x SaaStr collaboration with Harry Stebbings, Jason Lemkin, and Rory O’Driscoll The TL;DR We’re living through the greatest wealth transfer in venture capital history—and it’s happening because the best companies refuse to go...
I saw about 10 CROs leave or get fired this year across the startups I work with or have invested in at SaaStr Fund. That’s a lot. That’s actually a ton. It may be a record. I suspect it is. And look, some CRO transitions are natural. The company...
The Real Truth About VC Fund Returns in 2025: 7 Things Every Founder (and LP) Needs to Know Carta just released their Q3 2025 VC Fund Performance Report, analyzing 2,835 funds with $118 billion in commitments. It’s the most comprehensive look at how venture...
The news just broke: Salesforce has signed a definitive agreement to acquire Qualified, and this might be the smartest AI GTM deal we’ve seen so far in 2025. We use both Qualified and Agentforce for our AI GTM Agents at SaaStr. So we’ve got some real and...
Jason Lemkin led the seed round via SaaStr Fund in unicorn Owner.com, an AI solution revolutionizing how small restaurants manage their business. Kyle Norton joined shortly thereafter, and after a slow few months, Kyle rocketed the org to almost $100m ARR in just a...
The numbers tell one of the most important stories in B2B right now. Notion just kicked off an employee share sale at an $11 billion valuation. That’s just 10% above their October 2021 price—after four years. But here’s what changed: revenue grew ~20x....
Two Giants, Same Revenue, Completely Different Trajectories This is one of those moments in enterprise software history worth pausing on. Databricks and Snowflake — the two companies that have defined the modern data stack — are now both at just about $5 billion in...
