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Benchmarking Salesforce's S-1 - How 7 Key SaaS Metrics Stack Up This post is part of a continuing series evaluating the S-1s of publicly traded SaaS companies in order to better understand the core business and build a library of benchmarks that might be useful to founders. Salesforce went public more than 10 years ago. This harbinger of subscription, internet delivered software created one of the

Tomasz Tunguz : A data-driven blog focused on the most important questions for startups & venture capital.

Above, I’ve copied the unit economics data from the S-1. HubSpot has been either pursuing larger customers or has become more effective at generating more revenue from the same customer base by cross or up-selling. Average revenue per customer has increased by about 44% in the past two years. But that incremental revenue costs about 75% more in customer acquisition costs over the same period. The

There’s a cyclicality to fundraising. Certain sectors rise quickly and become competitive while others decline. I’ve been wondering about the state of the market. First, which sectors are in vogue now in Seed investing and Series A investing? Second, is there a delay between the sectors attracting seed capital and Series A capital? In other words, do seed investors see trends before VCs do? The ch