StrategyTools.io @StrategytoolsIO

Making strategy simple | Get the tools, canvases, apps & training. strategytools.io Stavanger, Norway Joined January 2018

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Jack @sayhellojack

4 months ago

Full Review: readtobuild.substack.com/p/supremacy-le…

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

5 months ago

@windsurf_ai And a great SaaStr CRO Confidential on how they scaled GTM at a crazy rate here: saastr.com/how-windsurfco…

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Roman Sheremeta 🇺🇸🇺🇦 @rshereme

5 months ago

“Ruination Day”: The new Economist cover amid Trump’s tariff war. Trump has launched a global trade war, calling it a “Liberation Day.” As an economist, I know a thing or two about tariffs. So here are some predictions of what we should expect if this tariff war continues. 1/n

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

6 months ago

@wiz_io @samdblond Full convo here: saastr.com/top-10-unexpec…

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Alessandro Palombo @thealepalombo

9 months ago

I'm Italian. Over the years, it's been painful seeing Europe’s demise: 1960 - EU was 36% of global GDP 2008 - US GDP surpassed EU Today - US economy 50% larger than EU But why such a decline and is there any hope? Here's everything you need to know about the fall of Europe:

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

9 months ago

How to make money as a seed VC: - 3 True Unicorns Per Fund ($1b+ exits or close) with 8%-10%+ ownership at exit, not entry) Or - 1 True Decacorn Per Fund ($10B+) with material ownership (4%-5%+ at exit) Easy Peasy

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

11 months ago

What happens when growth slows to 10% or less in SaaS, and you still have debt to service? Your value might fall to 1.2x ARR Let's look at RingCentral - $2.43 Billion in ARR - Growing 10% - Non-GAAP margins of 21% - Declining SBC - Strong market position But ... - Trades at…

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@jason @Jason

11 months ago

This video is wild If this video is real, I think we need to give the longshoreman exactly what they want immediately… … then we need to execute on a plan to automate as much of the ports as possible so they can’t destroy civilization — as he’s threatening to do!

cracked 🏴‍☠️ @crackedxbt

11 months ago

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

11 months ago

The job once you decide to be venture-backed is Triple Triple Double Double $1m -> $3m in 1 year $3m -> $9m in 2 years $9m -> $18m in 3 years $18m -> $36m in 4 years No one is 100% expecting 100% of investments to actually put it off But they are expecting 100% of them to try

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

Arc of the Seed Investor Year 1: First money in, helps with every key decision Year 2: Bridges start-up Year 3: Transitions off Board Year 4: Dropped from Board Pack distro Year 5: Moved to quarterly investor updates Year 6: New CEO doesn't know who you are

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Harry Stebbings @HarryStebbings

a year ago

To every founder that cannot raise, that is being told no, no, no by investors. Klaviyo is a $6.23BN company closing in on $1BN in ARR. "We applied to all these VCs giving $20K grants, no equity, no strings attached. Not one of them accepted us." Stay the course. 👇

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

Imagine you are only growing 40% a year at $10m ARR That's not great But if you just go heads down, and keep it up: 2024: $10m 2025: $14m 2026: $20m 2027: $28m 2028: $38m 2029: $53m 2030: $75m 2031: $105m 2032: $148m 2033: $206m 2034: $290m That looks just fine

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

That bar today for a strong IPO is $200m+ ARR growing 50%+ In fast, the only 2 SaaS IPOs since 2021 were $500m growing >50% (Klaviyo, Rubrik) You can’t get there without T2D3: $1m to $3m+ in 12 months $3m to $9m in next 12 $9m to $18m in following 12 … $18m to $36m the year…

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

Honestly this isn’t that hard of a VC fundraising environment, per se It’s just you have to be on T2D3+ path to raise. Fewer are on that path than 24 months ago, that’s all. That’s what gets you to an IPO. Slower growth unfortunately doesn’t. If you are that or better, you…

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

Per @cartainc, it's the hardest it's been in many, many years to raise a Series A The odds are the lowest at 12.1% At least budget for it to be about 2x harder than 20180-2019, and about 3x harder than 2020/2021

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Harry Stebbings @HarryStebbings

a year ago

Following our episode with @sama this week, shooting my shot to get the main man @paulg to join me on 20VC. Paul once said; “we learned the most successful predictor for success is determination.” Paul, I am determined and persistent in making this one happen. 😉

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

Product-market fit, definition: When you have more leads than you know why

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Jon Chu // Khosla Ventures @heyjchu

a year ago

@jasonlk I've seen worse. Had a 1.5B pre seed cross our desks at Khosla a few weeks back. The guys hadn't even left their old FANG jobs yet. Someone actually did it.

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

a year ago

The goal of a seed / Series A fund is 4x “gross” So that $100m fund needs to turn into $400m That $1B exit only gets you 20% of the way there You don’t even make a profit — yet

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Harry Stebbings @HarryStebbings

2 years ago

Before every 20VC episode we do 10 reference calls on the guest, 5 on sheet and 5 off sheet. Usually 30-40 pages of notes. The prep is part of the product. So many people forget this. Use preparation as a weapon to create better product and really impress your customer.