Tomasz Tunguz

JANUARY 17, 2019

In 2015, I wrote about the trade-off facing vertical SaaS companies. Vertical SaaS companies focus their efforts on a particular group of customers. There is a new twist in SaaS with a parallel dynamic. Finding scant market demand from the incumbents whose owners prefer status quo, these startups start their own agency.

SaaS 93

SaaS incumbents startup construction 93

TechCrunch

APRIL 20, 2021

“Challenger” startups in banking and insurance have upended their industries, and picked up significant business, by building more customer-friendly tools and services — more personalized, easier to access and usually competitively priced — than those typically provided by their bigger, incumbent rivals.

incumbents 106

incumbents consulting SaaS disruption 106

Tomasz Tunguz

AUGUST 16, 2016

A senior SaaS executive once told me, “Reports sell software.” And new SaaS companies who aim to displace incumbent systems of record will architect their products in a radically different way. They will be event-driven SaaS companies. ” In a top down sale, that’s absolutely true.

SaaS 57

SaaS incumbents support media 57

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

TechCrunch

MAY 11, 2022

Specifically, its latest offering is designed to serve subscription, membership and SaaS (software-as-a-service) service companies. For its part, Pipe came out of the gate with the same SaaS focus but has since expanded to working with non-SaaS companies as well.

finance 98

finance financing funders SaaS 98

Tomasz Tunguz

DECEMBER 18, 2019

With SaaS penetration roughly 20-30% by our estimates, there's several hundred billion in market cap to be created in the next few years. And incumbents desire as much of that as possible for themselves. Startups begin to siphon off important but underserved segments of SaaS incumbent's customer bases.

incumbents 73

incumbents SaaS sustainability collaboration 73

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

TechCrunch

OCTOBER 27, 2021

After developing a network of telehealth, diagnostics and pharmacies for consumers, digital health company Truepill is targeting healthcare incumbents like health payers, providers and employer groups. The company’s “big focus is continuing the vision of transforming healthcare,” said Sid Viswanathan, president and co-founder of Truepill.

incumbents 98

incumbents health enablement venture capital 98

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. Here are my predictions for 2023. The hangover from web3’s raucous 2022 extends into 2023.

SaaS 104

SaaS incumbents board accelerator 104

TechCrunch

DECEMBER 5, 2020

How to price your SaaS product for a bottoms-up growth strategy. SaaS is continuing to be reshaped by consumer internet techniques, with top companies of our era competing through word-of-mouth growth versus incumbent sales forces. The reality of who self-paced learning serves — and who it leaves out.

education 113

education frameworks SaaS incumbents 113

Tomasz Tunguz

JULY 13, 2014

Vik Singh wrote a great post in VentureBeat last week titled “ Why Salesforce Needed to Buy RelateIQ ” in which he talks about a new era in SaaS, the Predictive Era, the era of intelligent software. As a result, predictive SaaS companies can easily access this data. RelateIQ showed this to some extent in CRM.

SaaS 40

SaaS incumbents technology investing 40

TechCrunch

JULY 12, 2022

With a large population, Pakistan is geographically smaller, well-connected with fewer provinces, has lower regulatory barriers and doesn’t have strong incumbents,” Khurshid, who is originally from Pakistan, said via email. This allows Pakistani startups to scale faster throughout the country and expand into other markets.”.

venture capital 92

venture capital VC capital ventures 92

TechCrunch

FEBRUARY 2, 2021

TrustLayer , which provides insurance brokers with risk management services via a SaaS platform, has raised $6.6 Mort appreciates that TrustLayer is tackling the problem not by becoming the insurance broker, but by working with the incumbents as a software solution. million in a seed round.

data analysis 89

data analysis incumbents hospitality construction 89

Tomasz Tunguz

MAY 18, 2017

As the number of SaaS applications has exploded, the SaaS ecosystem is responding to data fragmentation with middleware. The incumbents acquire successful point solutions and combine them with an existing platform, to capture more revenue and reinforce their competitive advantage. And HR/recruiting.

SaaS 40

SaaS incumbents creativity collaboration 40

TechCrunch

OCTOBER 26, 2022

But, as we will explore, innovation in this field is also a corollary to broader trends, such as the rise of product-led growth among B2B SaaS companies, which have become both practitioners and consumers of usage-based pricing. There are also reasons to think that we haven’t seen all of it yet. Microsoft in 2017 acquired Cloudyn [ … ].

incumbents 98

incumbents SaaS innovation opportunity 98

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. They are electronic yet manual processes that make their work very inefficient. More than 3,000 users also utilize its software.

incumbents 80

incumbents transportation collaboration consulting 80

Tomasz Tunguz

APRIL 6, 2023

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

incumbents 89

incumbents startup SaaS sustainability 89

TechCrunch

MAY 3, 2022

Last quarter, UiPath grew its revenue by 39%, so “the company fits neatly into the high-growth SaaS bucket,” wrote Ron and Alex Wilhelm. Felicis Ventures partners share the four pillars of scaling a SaaS startup. Felicis Ventures partners share the four pillars of scaling a SaaS startup. Develop new products.

pitching 84

pitching SaaS incumbents ventures 84

Tomasz Tunguz

AUGUST 28, 2021

Should you price your SaaS per seat or per use? Sometimes, entering the market with a different pricing model disrupts incumbents. That was one of the salient questions Madhavan Ramanujam answered in last week’s Office Hours at Redpoint. Competition. Michelin developed a much more durable tires.

frameworks 111

frameworks strategy incumbents startup 111

TechCrunch

MARCH 18, 2021

These are the mini-brands … the up-and-comer brands that are going to replace the incumbents.”. Big brands like Patagonia and Steve Madden use the platform, but Tagrin pointed out that it’s also used by newer direct-to-consumer businesses like Princess Polly and has 30,000 paying customers over all. “I

incumbents 105

incumbents startup SaaS ventures 105

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. Any area that needs to compete both with incumbents and also a set of already successful “new age” companies that made the first step of meaningful disruption.

startup 141

startup SaaS mix-use opportunity 141

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

Tomasz Tunguz

JUNE 20, 2016

Second, the key systems of record in SaaS are already in place. Subverting those incumbents is going to require a meaningfully better product or substantially more effective customer acquisition channel. We haven’t really seen a discontinuity of the magnitude SaaS presented to server/client, yet.

SaaS 40

SaaS incumbents venture capital ventures 40

Tomasz Tunguz

MAY 3, 2016

In the past week, Oracle acquired two vertical SaaS companies. In addition, OPower’s gross margin at 62% is lower than the median SaaS company of 71%. Large software incumbents must bolster their product portfolios so their sales teams have new products to sell. trailing 12 month revenue multiple.

SaaS 40

SaaS incumbents construction startup 40

TechCrunch

FEBRUARY 17, 2022

But China and the United States are far from the only technology markets with developed startup and incumbent cohorts, strong venture capital activity, and capital markets able to translate early-stage ideas into public companies. China issue. To start, a few caveats. The first data point that we need to consider is focus.

venture capital 91

venture capital incumbents leadership SaaS 91

Tomasz Tunguz

AUGUST 27, 2015

Much has been written about the consumerization of IT , the movement fueling many SaaS startup’s growth by targeting individuals in a target customer called B2C2B , rather than selling top down. But until yesterday, I hadn’t found anyone who had quantified the size of the movement. This is a fundamental shift.

SaaS 40

SaaS incumbents collaboration finance 40

TechCrunch

FEBRUARY 2, 2022

Additionally, Melonn works with a range of transportation providers, including incumbents such as FedEx or DHL and last-mile startups, to reduce shipping times and costs. . Melonn then takes care of the picking, packing and delivery, so that end-consumers receive their orders on the same or next day, also taking care of returns.

enablement 97

enablement startup incumbents transportation 97

Tomasz Tunguz

JUNE 7, 2015

The role of the marketing team within SaaS has stretched from simply engendering awareness and creating interest, to guiding customers much deeper into the funnel. This change has three important ramifications for SaaS startups. Steve Patrizi created the schematic above that illustrates the idea beautifully.

SaaS 40

SaaS B2B marketing incumbents education 40

TechCrunch

JANUARY 14, 2021

Moallemi says incumbents have a couple of key challenges that Mosaic hopes to overcome. million of Series A financing led by Trevor Oelschig of General Catalyst, who has led other enterprise SaaS deals into startups like Fivetran, Contentful, and Loom. Screenshot of Mosaic’s planning function. Photo via Mosaic.

finance 98

finance financing incumbents consulting 98

TechCrunch

OCTOBER 19, 2021

But along with that, we have also seen a related surge in funding into companies that provide the infrastructure that financial institutions — incumbents and fintechs alike — need in order to operate faster and more competitively. As a SaaS business, Pismo mostly makes money by charging transaction fees.

incumbents 96

incumbents finance financing technology 96

TechCrunch

MARCH 21, 2022

The new funding will enable CommerceIQ to accelerate its R&D and M&A activities, which Hariharan said will focus on potential opportunities to go deeper and broader into the vertical SaaS and also look at expansion into the Europe and Asia Pacific regions. “We 4 trends that will define e-commerce in 2022.

capital 89

capital startup enablement incumbents 89

TechCrunch

FEBRUARY 7, 2023

Meanwhile, SaaS Labs provides AI tools to automate certain sales and support processes. Then there’s incumbents like Automation Anywhere and UiPath, which occupy the enormous robotic process automation market. 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 64

peer-to-peer incumbents SaaS enablement 64

TechCrunch

JULY 26, 2021

When Shamir was building Simple, he could see how challenging it was for incumbents to provide the tools developers need to embed financial services, and this is why we have confidence in his ability to win.”. “Sila is building an easy way for people to program money and taking a regulatory eye to things,” Sieg said.

development 103

development real estate incumbents ventures 103

TechCrunch

NOVEMBER 22, 2021

In the case of AutoCloud, that’s a SaaS model that will feature pricing tiers based on the number of assets tracked. At that point, how strong the CloudGraph project has become on its own will be a key deciding point in whether AutoCloud can or cannot compete with more incumbent tech companies.

incumbents 84

incumbents SaaS ventures capital 84

TechCrunch

JANUARY 30, 2022

As these technologies proliferate in everyday life, we’ll witness the advent of the Internet of Payments …Together, sooner than you might think, the newcomers will unseat the incumbents. The meteor is about to hit. And we’ll all be better off for it. billion valuation.

incumbents 136

incumbents SaaS angel investing ventures 136

TechCrunch

JANUARY 27, 2022

Vesta says its SaaS model expedites the lending process with a platform that is designed to eliminate redundancies, reduce compliance risk and help lenders better understand, measure and improve their origination processes. ” “This is very contrary to the incumbents,” Yu told TechCrunch. “We

peer-to-peer 97

peer-to-peer incumbents finance financing 97