Tomasz Tunguz

NOVEMBER 6, 2016

About $1B has been invested in early stage SaaS startups as of November 1. If we compare these trends to the total aggregate market capitalization of public SaaS companies by buyer, we observe a few interesting patterns. This operations category hints at the rising importance in the fundraising market of vertical SaaS companies.

SaaS 40

SaaS incumbents support investing 40

Andreessen Horowitz

OCTOBER 12, 2023

When it comes to purchasing AI solutions specifically, some organizations have a predisposition to buying from larger incumbents, so be sure to have a crisp value proposition for why they should partner with a startup over a larger incumbent with whom they’re already working.

incumbents 114

incumbents health frameworks strategy 114

Tomasz Tunguz

DECEMBER 17, 2022

ML propels SaaS into a massive second wave that increases workers’ productivity measurably. Users grow accustomed to this very quickly & ML becomes a requisite feature in most workflow SaaS. More than 100 web3-enabled games launch. Here are my predictions for 2023. The Fed tames inflation. but a Fed Funds rate of 5%.

SaaS 104

SaaS incumbents board accelerator 104

TechCrunch

JANUARY 16, 2021

SaaS models and cloud technologies have eliminated some of the barriers for Israeli companies and enable companies to quickly set up and set up a proof of concept. Riskified makes e-ommerce easier and safer and enables a thriving e-commerce environment. Fintech (specifically embedded finance or financial SaaS), synthetic bio.

startup 141

startup SaaS mix-use opportunity 141

TechCrunch

MARCH 21, 2022

We’ve seen companies across the e-commerce infrastructure and enablement ecosystem pick up larger and larger rounds, and CommerceIQ is the latest to secure late-stage financing. CommerceIQ is the leading channel optimization platform enabling the largest brands to win in retail.”. trillion retail industry at a massive inflection point.

capital 89

capital startup enablement incumbents 89

Tomasz Tunguz

APRIL 6, 2023

Market : how to compete with incumbents? Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks. Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Moats : how to develop competitive advantage?

incumbents 89

incumbents startup SaaS sustainability 89

Tomasz Tunguz

AUGUST 28, 2021

Should you price your SaaS per seat or per use? The platform fee establishes a stable relationship and the usage pricing enables the customer to scale up or down as a function of their traffic which might vary throughout the year. Sometimes, entering the market with a different pricing model disrupts incumbents. Competition.

frameworks 111

frameworks strategy incumbents startup 111

TechCrunch

FEBRUARY 17, 2022

While incumbents have pioneered various enterprise resource planning (ERP) systems to digitize these processes, companies would still get four to five different software platforms to complete multiple tasks. And our main product is transport management software for shippers enables multi-enterprise collaboration.

incumbents 80

incumbents transportation collaboration consulting 80

TechCrunch

JULY 13, 2021

It’s a gap Marco Financial is looking to bridge through its tech-enabled risk assessment platform that can provide better insight on who should receive loans. Marco’s factoring product enables new companies to get started without having to put up the significant amount of collateral that banks are asking.

support 100

support financing finance funders 100

TechCrunch

JULY 26, 2021

Its banking APIs enable developers to create their own digital wallets, replacing the need to integrate with legacy financial institutions. “In the process, you end up having to also be compliance experts just to be able to do it.”. Whereas it took Karkal three years to get bank processes set up for other companies, it took Sila 18 months.

development 103

development real estate incumbents ventures 103

Andreessen Horowitz

MARCH 22, 2024

That said, we’ve outlined how we’re thinking about pricing and packaging in a part of the market that’s debating how to monetize their new genAI feature— B2B SaaS and prosumer companies —and how we’re seeing other companies approach the same question so you can better understand where your strategy fits in today.

SaaS 123

SaaS frameworks incumbents founder 123

TechCrunch

DECEMBER 16, 2021

Its platform looks to scale enterprises’ XR deployments, enabling them to control remotely every aspect of their XR device fleet, including distributing apps and files, customizing the home screen user experience, tracking device health and usage, and more. .

incumbents 87

incumbents hospitality collaboration enablement 87

TechCrunch

JANUARY 27, 2022

With their new capital, the duo hopes to advance on their mission “to enable a seamless, transparent experience for financial institutions and their customers through an intelligent, opinionated and intuitive workflow platform.” ” “This is very contrary to the incumbents,” Yu told TechCrunch. “We

peer-to-peer 97

peer-to-peer incumbents financing finance 97

TechCrunch

FEBRUARY 7, 2023

In a recent survey by Zapier — not the most unbiased source, granted, given that the company sells automation software — about 44% of employees say that automation saves them time while almost a third (33%) say it enables them to accomplish more with fewer resources. After all, Jiffy.ai

incumbents 92

incumbents support SaaS ventures 92

Tomasz Tunguz

FEBRUARY 2, 2025

High-growth early SaaS companies can achieve growth rates similar to those of their AI peers In the public markets, typically, the slower the growth of the company, the less they have been investing in AI. Forward ARR Multiple As of Type 25th 50th 75th percentile 2025-01-31 Software 3.1 2025-01-31 AI 8.3

peer-to-peer 65

peer-to-peer incumbents SaaS enablement 65

TechCrunch

OCTOBER 1, 2021

The B2B SaaS startup thus aims to become a command center for the finance and executive teams to see how a business is doing in real time and to be able to make necessary operational changes faster. “At Image Credits: Vareto. At both companies, I didn’t have the luxury of having a solution like we are building.”.

financing 98

financing finance incumbents collaboration 98

TechCrunch

NOVEMBER 22, 2021

Bhettay wasn’t planning to raise additional funds so soon after the Series B, but said accelerated growth in the business enabled the company to hire more, check off more of the to-do list items over the past eight months and provided a unique opportunity to lean in on partnerships and expand financial plans.

capital 98

capital incumbents education health 98

Y Combinator

AUGUST 30, 2021

The emergence of SaaS business models has further set the stage for companies like Gusto to transform SMB operations. In the long run, software platforms have the potential to be much larger than traditional incumbents. Incumbents relied primarily on sales teams, which Gusto suspected actually limited their reach among SMBs.

incumbents 91

incumbents peer-to-peer health opportunity 91

Entrepreneur's Handbook

JUNE 21, 2021

Here are 6 tactical guidelines drawn from my work with 15+ global tech upstarts in D2C, B2B marketplaces, SaaS for SMBs, logistics, cybersecurity, and digital health over the last decade: 1. Winning big often means starting small. Putting it all together Quality beats quantity when it comes to launching.

startup 89

startup strategy SaaS incumbents 89

TechCrunch

AUGUST 11, 2022

Menezes says he thinks about the competitive landscape in three ways: build-it-yourself, legacy incumbents and low-code startups. Legacy incumbents necessarily have large professional services teams to configure on-prem software, while startups, he argues, are largely focused on business users as opposed to developers. ”

incumbents 78

incumbents development support accelerator 78

TechCrunch

APRIL 3, 2022

It’s another example of an incumbent recognizing that it makes more sense to buy a company that has developed technology that it wants rather than building it out itself – a process that would take far longer and require more resources than a simple acquisition would. “We Fast slows its roll.

startup 110

startup financing finance incumbents 110

TechCrunch

JULY 13, 2022

On the developer side, customers can integrate Kontent with other apps and technologies through APIs and “flexible content models,” enabling control over the structure of content and how it’s delivered to websites and apps. The incumbent solutions were designed for on-premise, monolithic architecture.

capital 79

capital incumbents frameworks development 79

TechCrunch

SEPTEMBER 15, 2021

Ascend is offering point-of-sale financing to enable insurance brokers to break up those commercial payments into monthly installments. Our platform not only reduces the friction with payments by enabling customers to pay how they want to pay, but also helps carriers sell more insurance.”. Brokers are here to stay,” he added.

financing 83

financing finance incumbents disruption 83

TechCrunch

JUNE 6, 2022

And a number of smaller players including Signavio , Intellibot , and Servicetrace were snatched up by incumbent tech firms. The software — which only supports Chrome for now — detects and “remembers” elements on webpages, enabling the sharing of shortcuts (called “magic packs”) with other users and teams.

incumbents 84

incumbents support enablement collaboration 84

TechCrunch

APRIL 7, 2022

The company claims to be the first supermarket in Mexico with no physical store that enables customers to buy groceries directly from its website, or an app, and Jüsto will deliver the order to the customer’s location of choice. Mexican online grocer Jüsto raises $65M in General Atlantic-led Series A. is poised to be a $187.7 billion in 2020.

capital 92

capital venture capital incumbents sustainability 92

Tomasz Tunguz

JANUARY 18, 2023

At Rippling, new products must leverage the 4 strengths of a compound company: Compound companies develop shared infrastructure across products to move faster & enable integration. In the first two decades of cloud, Parker argues startups built superior point solutions to compete against the distribution might of on-prem incumbents.

strategy 124

strategy SaaS incumbents startup 124

Tomasz Tunguz

FEBRUARY 10, 2018

The SaaS wave of the last ten years optimized intra-company operations. Some startups enable data sharing across enterprises, permitting a partner to analyze data homomorphically. Some startups enable data sharing across enterprises, permitting a partner to analyze data homomorphically.

SaaS 75

SaaS incumbents enablement financing 75

Y Combinator

APRIL 26, 2021

Even with $125K from YC and $1–2M in venture funding, a startup’s credit limit is still likely to tap out at $20K from an incumbent creditor—which is not nearly enough to cover software, marketing, and other expenses. ecommerce, SaaS, marketplaces) and verticals. incumbent offerings which only offered end-of-month reconciliation).

incumbents 125

incumbents financing finance enablement 125

TechCrunch

NOVEMBER 5, 2020

A fascinating example of this is SaaS marketplace Juggle. Flexibility enables people to maximize their energy and skills, and that’s a huge benefit for employers once they realize it.”.

SaaS 84

SaaS leadership incumbents energy 84

Tomasz Tunguz

MAY 20, 2015

Then in the mid-00s with the advent of SaaS, the market shifted to per seat per year pricing. Today, we’re seeing a new segment of the SaaS ecosystem move to free - the SaaS Enabled Marketplace (SEM). First, good free software spreads quickly, enabling rapid customer acquisition.

SaaS 40

SaaS enablement incumbents startup 40

abovethecrowd.com

DECEMBER 18, 2017

These tools might enable online booking, provide the ability for more frequent customer-provider communication, facilitate surveys and feedback, automate follow-up correspondence, and anticipate customer needs. We believe all these things are currently in place with regards to “customer first” healthcare.

health 59

health hospitality networking mix-use 59

Tomasz Tunguz

JULY 10, 2016

The next big shift in SaaS is an evolution from software as a service as a displacer to a disruptor. Displacement technologies compete with incumbents on the same buying parameters. Most SaaS products today are displacers. SaaS products initially were viewed as a cheaper, often inferior product to their client/server peers.

SaaS 40

SaaS peer-to-peer incumbents disruption 40

TechCrunch

JUNE 22, 2021

SaaS-enabled marketplace. It charges a monthly SaaS fee per rooftop to a restaurant group. Singh sees the marketplace business of ResQ as a differentiator from incumbents or startup competitors such as ServiceChannel. ResQ’s business is split into two parts: a software platform and contractor marketplace.

SaaS 79

SaaS incumbents enablement support 79

TechCrunch

APRIL 26, 2022

Call center service provider incumbents like Dialpad offer sentiment analysis features, as well, as do companies including Cogito , Saygent and SugarCRM. ” Loris, which has 15 employees, aims to triple its workforce this year. ” Loris, which has 15 employees, aims to triple its workforce this year.

incumbents 81

incumbents capital enablement strategy 81

Andreessen Horowitz

DECEMBER 13, 2023

Cloud native engines maximize customization Today’s engines are monolithic desktop applications originally designed before modern cloud architecture and the SaaS age. A cloud native engine will enable creation of 3D experiences using any device from anywhere via a browser.

incumbents 145

incumbents creativity development enablement 145

TechCrunch

MAY 15, 2022

Those apps are increasingly adding an ‘investment button’ that enables consumers to purchase US Equities. “DriveWealth’s vision is to enable every person with a phone to be an investor and I’m excited to join the team to bring this mission to life. For too long, many people in the U.S.

financing 83

financing finance enablement ventures 83

TechCrunch

AUGUST 7, 2022

Last week, Paystand — a blockchain-enabled B2B payments startup — announced it had acquired Mexican fintech Yaydoo — creating a new unicorn in the resulting new entity. There’s a lot of fintech news out there and it’s my job to stay on top of it — and make sense of it — so you can stay in the know. — Mary Ann. and Mexico. and Mexico.

real estate 106

real estate VC mix-use opportunity 106