In this episode of the SaaS Revolution Show our host Alex Theuma is joined by David Klein, Co-founder and Managing Partner at One Peak, who shares his insights on how the SaaS and investing market is changing. "1% increase in growth, the impact on valuation is the same as a 3% increase in profitability- even today. So growth is just valued at three times profitability, even today. And that number was about 12x in November 2021, so at the height of the bull market. So growth is, in our mind, still really important, and if you want to build a big business, you just have to grow. " David shares: - From resigning on the same day to where One Peak is today; $300M, $500M, and $1B funds - What lies ahead for the European and American markets - The shift from focusing on growth to profitability (and which is more important...) - The the return of the series a and the series b, an uptick in consolidations, and shifting goalposts - Bridge rounds - are they a necessary evil? and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Ev Kontsevoy, CEO of Teleport, as he shares how to decide which baby to kill... "We never make obviously bad decisions. Every single decision seems rational in the moment. But there is like a certain trend - and the one thing that keeps biting me is ignoring complexity for too long. Eventually I self correct, and I just realised 'hey, the business is getting more complicated, the product is getting more complicated, the way we sell is getting more complicated.' And every time I kind of catch myself, like, I should have thought about this six months ago, now it's too complicated. So letting complexity creep in is just awful. Just don't do that." Ev shares: - Mailgun.com and the beginning of the cloud revolution - Creating a bubble for yourself: diving into internal and external motivators - Coding in a cave: building pieces of software that replace an entire part of an organisation - The year of two growing products - Evaluating total addressable market and the cost of building & maintaining: The trigger event that took the company to a one-product band - The positive randomness that helped Ev get to where he is and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Wes Bush, founder & CEO of ProductLed, who shares his thoughts on product led scale. "PLG is going to become the de facto go to market motion that powers SaaS companies of the future, whether you like it or not, it's just everything's going that way. And so with that said, what I want to kind of emphasize is product led growth isn't the be all end all when it comes to actually building a product led business - it's actually just half of the story." Wes shares: - How they've helped their customers generate over a billion dollars of product led revenue - AI's impact on PLG - His most controversial PLG opinion  - How to turn what you do best into generating new business - Ying & Yang: Why product led growth and being a product led organisation need to go hand in hand - Why challenging your boss can be key to team alignment - A sneak peek into his #SaaStockUSA session, including the nine core components that every founder needs to implement into their business  and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Martha Bitar, CEO at Flodesk, who shares the top 5 things that helped her bootstrap to $25M ARR. "Someone somewhere told us not to build code for our solution until we had a customer interview that made someone cry because - cry in a good way! - because they were so excited that their problem was finally getting a solution... And we did. At first when I heard it, I was like, of course no one is going to cry because this is not the type of problem that makes people cry. But we eventually did get someone who cried in a demo, and that's when we knew they were ready to build the code." Martha shares: 🎨 Flodesk's story going from 0-$1M ARR in their first four months (and to $25M ARR today!) 🎨 How they've stayed cash flow positive since day one as a bootstrapped company 🎨 The importance of daily customer interviews - even if it means knocking on a neighbours door 🎨 The Hotmail model: How viral loops allowed them to focus on making each new user hyper successful 🎨 Rolling out an affiliate program and why you should never underestimate the small voices 🎨 Why listening to gut instinct and the snap judgements of our subconscious mind can sometimes be better than critical analysis and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by SC Moatti, Managing Partner at Mighty Capital and SaaStock USA 2024 speaker extraordinaire, as she shares how to fix a broken GTM. "When you talk to product folks, what they love is they love good products. I mean, that's their nature. It's that idea that the best product wins is actually becoming a reality. Because when you sell to product people, they want to make sure you have a good product that's going to nicely integrate in their stack and we can talk about what makes a good product, but that's what wins right now." SC shares: 🔥 How Mighty Capital is disrupting the dinosaurs 🔥 Why product managers build category kings 🔥 David and Goliath: how a community introduction led to a 30% accelerated sales cycle and millions of dollars in revenue 🔥 What you can do to rebuild your funnel 🔥 Shrinking budgets left right and centre- what founders can do to sell 🔥 Why product is poised to become the most important function in business and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Denis Mosolov, Managing Partner Venture Debt at Flashpoint, as he discusses what's out there (from a founder's perspective) if you don't want to dilute. "It's a big challenge for us, because you know if your company's really going to take-off and show growth levels that are exciting for the VC community, you do need to invest and you do need to know how to raise capital. That's a skill that the founders need to have and so it is a red flag for me if something is like 100% bootstrapped, because there's a big question mark - 'are you guys actually able to raise capital?'" Denis shares: 💫 Humble beginnings, half a billion under management, and three product lines later: Flashpoint's founding story 💫 The current state of venture debt: from 'flight to brand' to extension rounds 💫 Different sources of capital and their requirements - asset backed debt, convertibles, government subsidies, revenue-based financing, venture debt and more 💫 When a founder would want to borrow against inventory vs seek out flexible non-dilutive capital, to non-dilutive expensive 'royalties' 💫 His advice to 'hustle, scramble, make quick decisions, and be proactive' and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Matthijs Welle, CEO at Mews, who shares his lessons building Mews to unicorn status and $100M ARR. "Recognise when we've got a challenge and address it. And I surround myself with phenomenal people, I'm not afraid of hiring people that are smarter than me around me, because I'm not always the smartest person. I have more context than anyone else, but these people lift me, and I think the best managers do that - they just find phenomenal talent and then trust that they are not going to be fighting, but showing up for the job and lifting you for the manager that you are." Matthijs shares: - Mews' founding story - from frustrations with a big marble block to building the next generation infrastructure system for hotels - The company's growth path (including 40 new hires MoM!) - From eight acquisitions to receiving $110M on top of raising a round - the pivotal moments speed and drive overlapped with opportunity - The ONE role that helped get them to the $10M ARR mark - Why someone giving them sh*t was a 'wake up call' to professionalise the business - When to pull away from entrepreneurial tendencies (including the micromanagement trap...) plus the best hotel he's *ever* stayed in and how much they had to offer a Maine restaurant for the Mews.com domain Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

From the SaaStock USA 2023 Stage, Des Traynor (Co-founder & CSO at Intercom) discusses the 'Great AI Revolution', exploring just how epic the disruption could be. After many decades of over-promising and under-delivering, the AI revolution has finally arrived. Like every disruptive wave in software before it, it brings a whole host of opportunities for new market entrants, and threats for market incumbents. This talk is all about how to understand the new capabilities that have landed, think through product opportunities they imply, and ultimately capitalise on them, whether you’re a scrappy startup in its embryonic stage, or an established incumbent paranoid about the future. Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Todd Olson, founder & CEO of Pendo, who shares his lessons in building Pendo well past $100M ARR. "I would say we're more aggressive than the average company. First off, there's rules. We are not a custom software shop, I do not build things for one customer. However, if there's something on our roadmap anyway and it's, I don't know, let's say, 12 months from now, and this prospect needs it now or sooner, I am willing to rearrange things. As I tell my prod teams "don't get married to your roadmap", married means you have emotional attachment to it and that you can't move things around, because what better proxy for prioritisation than speaking with the customer and them saying "I will buy now if you have it now"." Todd shares: - Pendo's founding story - The greatest signal of prioritisation a business can have - His philosophy of 'hiring for pain' - The impact active coaching had on his team - Their two year journey from $1M-$10M ARR: tripling growth rates and a high percentage of inbound demand - The three strategic anchors Pendo uses to make decisions, incl. being 'bold by choice' - How they've dealt with company growth often outpacing human and professional growth and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by founder & CEO lempire and SaaStock 2024 speaker, Guillaume Moubeche, as he shares how Lempire scaled from $10M to $23M ARR in two years (bootstrapped!). "I was not ambitious enough, for me my ambition was to get a salary so I could help my girlfriend at the time paying the rent. Eventually, having someone, you know, who sees things 10 to 20x bigger for yourself than you, is actually amazing and I think that was the biggest helper that basically forced me to think of things at a way bigger and larger scale." He shares: - Why achieving PMF doesn't mean everlasting success - Understanding the 'S curve' and its implications on a business - How his upbringing encouraged the bootstrapped mindset - If de-risking and ambition go hand in hand - The ultimate founder hack (bank loans up to 7x of your EBITDA) - Fostering motivation within the team and more!Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Peter Berg, Managing Partner at M12, who shares how AI will be used in the software industry. "It's definitely changing, I think, the dynamic of the way software gets built, the speed at which it can get built. There are a lot of amazing tools. I mean, GitHub, obviously is one in the Microsoft ecosystem. GitHub copilot has been transformative, I think for developers, we've heard that from them directly, and I think that's only going to continue in the way software both gets built and as also the notion of what software is might potentially change as well." Peter shares: - His journey scaling Visa Ventures into a global program - How M12 source deal flow opportunities - The net new experiences and possibilities that are going to be created as a result of AI - Modernising legacy infrastructure with AI - The unintended consequences that may be on the horizon and more! Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2024: 1500+ B2B SaaS founders, investors and operators are joining us in the 'Silicon Hills' of Austin, Texas for three days of SaaS magic (https://www.saastock.com/saastock-usa/) 🇮🇪 SaaStock Dublin 2024: The largest concentration of SaaS decision makers in one place for three days of networking, connecting, and learning all things SaaS (https://www.saastock.com/saastock-2024/) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home