Jared Sleeper’s Post

A bit late to this much talked-about presentation by Avenir Group's Jared Sleeper Hannah Bao David Prilutsky on SaaS' middle-age troubles :) Broadly per them, SaaS has hit the maturity part of the S-Curve. Growth is slowing down, and SaaS cos have to spend more to get growth going, and they have really bloated up on S&M spends as a result w weaking economics / margins. AI threatens to move SaaS fm seat-based pricing to outcome-based pricing, which can impact revenue and margings further. There has been some interesting thinking of late on this 'post-SaaS' world. Chris Paik wrote his really thought-provoking 'End of Software' post which went viral. Then there was the recent Slow Ventures thesis on Growth Buyouts where they spoke abt vertical saas software cos buying operators (a la Metropolis parking). A founder I support Divyaanshu Makkar of WizCommerce mentioned that in a world where saas tools abound, and there is widespread awareness, there arent as many 'hair on fire' situations as before, and almost every account seems to be a replacement account for another software. As a result there is no urgency to sell, and speed through the funnel is almost the same for every customer. I dont do a lot of saas investing (more vertical saas really), but increasingly i am thinking about what it means to move to outcome-based SaaS. I have always held that India has always been SaaSTra (Saas + Transactions) when it comes to vertical saas, but given that UPI and structural context has decimated payment rev pools in India (payments i heard is like 75% of US vertical saas rev) that leaves marketplace and procurement as the two big rev levers for vertical saas in India. Classplus in which we led the seed, has given me some confidence that saas + transactions (marketplace) can work. They enable over 1k crs of transactions and take a rake of that. But can every vertical saas co make that work - hmmmm, dont know!

Useful to calibrate your company positioning, investor pitchdecks, planning and KPI - SAAS is a good place to be to grow a business but it is changing... because private equity, and credit and AI "buzz-trend-hype" This is the background and shifts that need to be considered if you are trying to build a centaur or unicorn in the enterprise space. It is rare that vertical companies become uniocorns - this is generally the domain of the general purpose technologies. Note: This Report does not factor in that the AI Foundation companies as SAAS vendors although they all are. (eg Mistral, Anthropic, OpenAI, Cohere et al). Apparently none of them are taking market share from these companies but they are showing up on their expense lines as vendors to most of them. #ai #industry #analysis cc Ann K. Klein Bruce Cleveland April Dunford Raja Singh Justin O'Heir Pablo Corica John N. Harrison Akil (Ahilan) Balachandran Mitesh Kapadia Sean Moffitt Denise Tsang Nada Shepherd, MBA, BSc Ben Zlotnick

Set up your SaaS MVP for success with key tech insights from the NaNLABS team. 🔗 Link in the comments #SaaSMVP #MVPDevelopment

Navigating the federal accreditation landscape for SaaS companies just got a whole lot easier! 😊 In the past, accreditation was a slow and complex process, riddled with high costs and uncertainty. But now, with FedStart, we're changing the game. Accreditation-as-a-service is here! 🚀 Imagine a world where your focus is purely on creating outstanding products and services, without the burden of deciphering compliance requirements and dealing with hefty upfront accreditation costs. Sounds great, right? Well, that's exactly what FedStart offers. 🌟 FedStart provides managed compliance, ensuring your software meets necessary standards without you breaking a sweat. And the best part? The pricing model is usage-based, meaning you only pay for what you use. As your business grows, your accreditation costs adapt accordingly. 💼 But FedStart is more than just a tool; it's a pathway to success, especially for small businesses wanting to break into the government sector. It's all about empowering YOU to thrive. 💪 So, are you ready to seize new opportunities? To focus on innovation without the red tape? Let's embrace the freedom, flexibility, and innovation that FedStart brings. With PVM and Palantir, your journey in the government contracting landscape just got a lot brighter. Let's unlock your true potential together! 🤝

💥💣⚡ 𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐟𝐨𝐫 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 𝐑𝐞𝐥𝐞𝐚𝐬𝐞 16.2.0 📣📣📣 🍾🥂 We are pleased to announce that Clarity Release 16.2.0 is now available for On-Premise and SaaS customers. 📜 Please take a look at the attachment for an overview of the new features. 🚀 🔗 Click on the following link for the full GA announcement 👉 https://lnkd.in/ddzpP5Kx #ValueOps #EveryoneLovesClarity #DigitalProductManagement #EPMO #GetClarity

"We need to consolidate our tech stack" "Cut license spend by 10% by the end of the Quarter" "Why are we still using this SaaS tool? We're not going to renew." Sound familiar? While "Tech Consolidation" has been a top initiative over the last few years, it doesn't stop with the "we're not going to renew" email is fired off. According to Productiv's 2024 State of SaaS Report (Link in the comments), while tech stacks have shrunk by 7%, low adoption, license utilization, and duplicative apps are resulting in 40% license waste. Check out the report to see the rest of the tech consolidation trends 📈 #SaaS #techconsolidation #SPM

💥💣⚡ 𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐟𝐨𝐫 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 𝐑𝐞𝐥𝐞𝐚𝐬𝐞 16.2.1 📣📣📣 🍾🥂 We are pleased to announce that Clarity Release 16.2.1 is now available for On-Premise and SaaS customers. 📜 Please take a look at the attachment for an overview of the new features. 🚀 🔗 Click on the following link for the full GA announcement 👉 https://lnkd.in/ekUpMv2Y #ValueOps #EveryoneLovesClarity #DigitalProductManagement #EPMO #GetClarity 

Sales jobs are considered to be one of the most mentally stressful jobs. And it is only in our control as Sales individuals to protect our energies. . . . #saassales #itsales #sales #cloudsales #worklifebalance

💪 Just a little mid-week motivation for all the go-getters out there: I've always believed in the power of giving it your All. No holding back, no reservations. Why? Because success isn't built on half-hearted efforts; it thrives on 𝑢𝑛𝑤𝑎𝑣𝑒𝑟𝑖𝑛𝑔 𝑐𝑜𝑚𝑚𝑖𝑡𝑚𝑒𝑛𝑡 𝑎𝑛𝑑 𝑡ℎ𝑒 𝑟𝑒𝑙𝑒𝑛𝑡𝑙𝑒𝑠𝑠 𝑝𝑢𝑟𝑠𝑢𝑖𝑡 𝑜𝑓 𝑒𝑥𝑐𝑒𝑙𝑙𝑒𝑛𝑐𝑒. ❗𝐺𝑜𝑖𝑛𝑔 𝑏𝑒𝑦𝑜𝑛𝑑 𝑡ℎ𝑒 𝑛𝑜𝑟𝑚 𝑖𝑠𝑛'𝑡 𝑗𝑢𝑠𝑡 𝑎𝑏𝑜𝑢𝑡 𝑛𝑢𝑚𝑏𝑒𝑟𝑠, 𝑖𝑡'𝑠 𝑎 𝑚𝑖𝑛𝑑𝑠𝑒𝑡. Your journey is a reflection of your dedication. Whether it's a project at work, a personal goal, or a side hustle, the 110% mentality sets the stage for remarkable achievements. How do you embrace the 110% mentality in your professional and personal pursuits? #successmindset #commitment

Many small, commercially-focused SaaS companies choose to delay entry or forego the federal market altogether due to challenging accreditation barriers. #Palantir FedStart is designed to eliminate this dilemma. Take advantage of our experience supporting complex and sensitive government missions for over two decades so you can focus on what your company does best. Watch the full video: https://lnkd.in/egAp87Pz