Seven public B2B / SaaS companies are growing 30%+ ARR at $1B+ ARR — and command premium valuations. That’s the trifecta. 30%+ growth at $1B ARR, and accelerating. Palantir accelerated from 30% to 48% (+18 points). Figma maintains elite 48% growth....
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...
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...
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...
Dear SaaStr: My Co-Founder Takes All The Public Credit. Should I be OK With This? No, you shouldn’t. Not because it matters. But because clearly it’s gotten under your skin, which is a sign there’s some trouble here in your relationship with your...
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...
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...
Dear SaaStr: How Do You Draw The Line Between Founder and First Employee? I’d suggest if you’re not sure where to draw the line … maybe don’t. It should be obvious. Founders are “there” before there is anything. Before a name. Before a product idea, usually. Before a...
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...
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...
