Reletter
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saas.wtf

Dirk Sahlmer

Your weekly dose of data-driven insights into the SaaS world - covering topics such as KPI Benchmarks, Public & Private Market Valuations, SaaS Finance, Funding Trends, SaaS-related Research and more.

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Beehiiv
PricingOnly free issuesPublishesWeekly
Issues49Last Issue10 months agoActive

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saas.wtf
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Latest Issues

AI Coding Tools

About 1.5 years ago, I was trying to get on a call with Aman (founder of Cursor) to talk about a potential investment - without success. They were allegedly around $1-10M ARR back then and still bootstrapped, right in saas.group’s sweet spo...

10 months ago

Your CTO Could Kill Your Margins

AI is breaking traditional SaaS unit economics

In the last two years, I've reviewed quite a few AI-heavy SaaS companies ("AI Wrappers"). The pattern is consistent: impressive growth rates paired with shockingly low gross margins.

Traditio...

a year ago

The Figma NDR Deep Dive

Figma's recent S-1 filing has been making waves, and rightfully so. The company is undeniably a PLG powerhouse with impressive metrics, and it's refreshing to see the IPO market opening up again after years of drought.

Source: Sapphire

As...

a year ago

Behind the Scenes: How Salesforge Is Using Smart Automation

By Karlis Kivlenieks, n8n Growth Hacker at Salesforge

Every founder is chasing an edge - ways to do more with less, grow faster, and serve customers better. It’s not a new ambition, but with AI now in the spotlight, the push for smarter, l...

a year ago
2

OpEx Spend Ratios

Every year, I review numerous SaaS P&Ls from founders. Besides the varying quality, I often notice overly optimistic forecasts.

I've trained myself to spot deviations quickly, but there's a straightforward way for investors to conduct a pl...

2 years ago
2

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