SaaS: Going beyond “It’s just an AI-wrapper”

Quadrant #1:  These products provide a radical change which is hard for the customer to come back from. And these tools don’t compete on budget with existing similar apps in the customer’s stack. Quadrant #2: These products provide a radical change for the users but they already pay for software that could provide a similar… Continue reading SaaS: Going beyond “It’s just an AI-wrapper”

How many customers does it take to reach $25k and $42k of MRR?

In a previous post I explained why I think that revenue generation in early stage SaaS startups should be founder-led. Below you can see a table that I use to visualize how many customers it takes for a SaaS startup to reach $25k and then $42k of MRR, depending on its monthly pricing/revenue per customer.… Continue reading How many customers does it take to reach $25k and $42k of MRR?

Founder-led revenue: Growing a SaaS from $1k to $100k MRR

The past couple of weeks I’ve been working with several early stage SaaS founders who are in the 0-$10k MRR range. A common theme that came back across these different projects was about why the first $100k of MRR should be “founder-led” revenue versus hiring an experienced person to be in charge of revenue generation… Continue reading Founder-led revenue: Growing a SaaS from $1k to $100k MRR

The Incremental SaaS Playbook: A Founder’s Perspective

This post is the third part of a series covering the age of the “Incremental SaaS”. In this one I focus on the consequences of building an incremental SaaS from a founder perspective. 1. It’s ok to bootstrap first and raise later (>$1M ARR) I always had issues with opposing the bootstrap and VC models.… Continue reading The Incremental SaaS Playbook: A Founder’s Perspective

Is your SaaS Radical or Incremental?

In my previous post I wrote about what I call  the age of the “incremental SaaS”. In this article, I dig a bit more into what the term “radical SaaS” covers and how I distinguish radical from incremental SaaS. Radical SaaS: Creating a “before and after” effect I use the term  “radical” in the literal… Continue reading Is your SaaS Radical or Incremental?

Consequences of the incremental SaaS era from a VC perspective

In a previous post I explained how I personally believe that in the traditional B2B software categories (productivity, sales and marketing software, developer tools, analytics etc…) we now see many more “incremental SaaS” than “radical/category defining SaaS”. And how it changed my perspective when it comes to pre-seed/seed SaaS financing. In this post I will… Continue reading Consequences of the incremental SaaS era from a VC perspective

B2B software: Investing in the age of the “Incremental SaaS”

The past 12 months I felt a bit uncomfortable with the early stage VC funding environment. And not only because of the sky high valuations that we saw last year. But I couldn’t articulate precisely why. This is why I decided to take the time this summer to do some introspection and to try to… Continue reading B2B software: Investing in the age of the “Incremental SaaS”

Online Identity Software Deep Dive

The past couple of months, with Nicolas and Louisiane from Eurazeo, we explored the broader “Identity Software” space with great interest. The way people and businesses manage their online identity is currently evolving fast and we wanted to have a better overview of the exciting trends shaping this space. This post summarises our main findings… Continue reading Online Identity Software Deep Dive