Tomasz Tunguz

APRIL 6, 2023

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

incumbents 84

incumbents startup SaaS sustainability 84

Tomasz Tunguz

NOVEMBER 6, 2016

About $1B has been invested in early stage SaaS startups as of November 1. Notably, sales startups raised the least amount of capital. If we compare these trends to the total aggregate market capitalization of public SaaS companies by buyer, we observe a few interesting patterns. Series B medians were $19.0M Vertical A 9.1

SaaS 40

SaaS incumbents support investing 40

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. More than 100 web3-enabled games launch. Here are my predictions for 2023. The Fed tames inflation. but a Fed Funds rate of 5%.

SaaS 103

SaaS incumbents board accelerator 103

TechCrunch

JANUARY 27, 2022

And today, Yu and Yang’s new company, San Francisco-based Vesta , is announcing it has raised $30 million in Series A financing led by Andreessen Horowitz (a16z) with participation from new investor Zigg Capital. ” “This is very contrary to the incumbents,” Yu told TechCrunch. “We

peer-to-peer 97

peer-to-peer incumbents financing finance 97

Tomasz Tunguz

DECEMBER 18, 2019

The direct listing enables them to go public without raising capital. 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. The M&A market continues to surge.

incumbents 61

incumbents SaaS sustainability collaboration 61

TechCrunch

JULY 13, 2021

It’s a gap Marco Financial is looking to bridge through its tech-enabled risk assessment platform that can provide better insight on who should receive loans. Marco was backed last September by a small seed round from Struck Capital and Antler and over $20 million in a credit facility underwritten by Arcadia Funds.

support 100

support financing finance funders 100

Both Sides of the Table

MAY 4, 2015

Most customers won’t drive more than a few miles to a self storage unit making the incumbents essentially local retail businesses. What tech has our capital raised gone into? Imagine a business that is a consumer or small-business product offering but with a revenue stream that is like a SaaS business.

real estate 364

real estate startup disruption incumbents 364

Entrepreneur's Handbook

JUNE 21, 2021

You have an initial product, and maybe even raised capital. Here are 6 tactical guidelines drawn from my work with 15+ global tech upstarts in D2C, B2B marketplaces, SaaS for SMBs, logistics, cybersecurity, and digital health over the last decade: 1. Winning big often means starting small.

startup 89

startup strategy SaaS incumbents 89

TechCrunch

SEPTEMBER 15, 2021

Ascend is offering point-of-sale financing to enable insurance brokers to break up those commercial payments into monthly installments. Our platform not only reduces the friction with payments by enabling customers to pay how they want to pay, but also helps carriers sell more insurance.”. Ascend on Wednesday announced a $5.5

financing 83

financing finance incumbents disruption 83

TechCrunch

AUGUST 7, 2022

Last week, Paystand — a blockchain-enabled B2B payments startup — announced it had acquired Mexican fintech Yaydoo — creating a new unicorn in the resulting new entity. The company has raised over $86 million over its lifetime and counts NewView Capital and SoftBank’s SB Opportunity Fund among its backers. and Mexico. and Mexico.

real estate 106

real estate VC mix-use opportunity 106

TechCrunch

JUNE 6, 2022

And a number of smaller players including Signavio , Intellibot , and Servicetrace were snatched up by incumbent tech firms. The software — which only supports Chrome for now — detects and “remembers” elements on webpages, enabling the sharing of shortcuts (called “magic packs”) with other users and teams.

incumbents 84

incumbents support enablement collaboration 84

TechCrunch

OCTOBER 1, 2021

The B2B SaaS startup thus aims to become a command center for the finance and executive teams to see how a business is doing in real time and to be able to make necessary operational changes faster. “At Image Credits: Vareto. At both companies, I didn’t have the luxury of having a solution like we are building.”.

financing 98

financing finance incumbents collaboration 98

TechCrunch

NOVEMBER 5, 2020

A fascinating example of this is SaaS marketplace Juggle. ’s leading angels, and also includes Oxford Capital , Social Capital , and 7percent Ventures. Flexibility enables people to maximize their energy and skills, and that’s a huge benefit for employers once they realize it.”. and the U.S.

SaaS 84

SaaS leadership incumbents energy 84

TechCrunch

APRIL 26, 2022

“[With the new capital,] we plan to ramp up investment in our customer success team to onboard new customers,” cofounder and CEO Gadi Shamia told TechCrunch via email. ” To date, Replicant has raised $110 million in venture capital. Sources tell TechCrunch that the post-money valuation stands at $550 million.

incumbents 94

incumbents development culture support 94

Y Combinator

APRIL 26, 2021

Even with $125K from YC and $1–2M in venture funding, a startup’s credit limit is still likely to tap out at $20K from an incumbent creditor—which is not nearly enough to cover software, marketing, and other expenses. ecommerce, SaaS, marketplaces) and verticals. incumbent offerings which only offered end-of-month reconciliation).

incumbents 124

incumbents financing finance enablement 124

TechCrunch

JUNE 22, 2021

million in seed funding led by Homebrew, Golden Ventures and Inovia Capital. ResQ has now raised $9 million in known venture capital to date. The capital will primarily help ResQ double or triple its 60-person team across engineering, sales and operation roles. SaaS-enabled marketplace. ResQ product mock-up.

SaaS 79

SaaS incumbents enablement support 79

TechCrunch

APRIL 26, 2022

Call center service provider incumbents like Dialpad offer sentiment analysis features, as well, as do companies including Cogito , Saygent and SugarCRM. Bow Capital and ServiceNow co-led the Series A alongside existing investors Floodgate and Vertex Ventures.

incumbents 81

incumbents capital enablement strategy 81

TechCrunch

MAY 15, 2022

billion that SoftBank had agreed to invest back in November of last year because he “wanted the capital to build our dream,” knowing “the world was about to get ugly.” . “I Those apps are increasingly adding an ‘investment button’ that enables consumers to purchase US Equities. I believe in you.”.

financing 83

financing finance enablement venture capital 83

TechCrunch

NOVEMBER 2, 2022

They raised another $3 million in May of this year and today Intus is announcing a $14 million Series A financing led by Deerfield Managementm, with participation from existing backers Jumpstart, Nova and Collab Capital. The startup operates as a SaaS business and its customers are the organizations providing care.

health 95

health incumbents enablement SaaS 95

TechCrunch

APRIL 3, 2022

It’s another example of an incumbent recognizing that it makes more sense to buy a company that has developed technology that it wants rather than building it out itself – a process that would take far longer and require more resources than a simple acquisition would. “We Fast slows its roll. But wait, there’s more. .”

startup 110

startup financing finance incumbents 110

abovethecrowd.com

DECEMBER 18, 2017

healthcare system does not operate as a free marketplace with the type of open-competition that we often associate with capitalism. These tools might enable online booking, provide the ability for more frequent customer-provider communication, facilitate surveys and feedback, automate follow-up correspondence, and anticipate customer needs.

health 59

health hospitality networking mix-use 59

Tomasz Tunguz

JANUARY 18, 2023

Most massive software companies structure themselves with an office of the CEO, which allocates capital to different business units. At Rippling, new products must leverage the 4 strengths of a compound company: Compound companies develop shared infrastructure across products to move faster & enable integration.

strategy 113

strategy SaaS incumbents startup 113

TechCrunch

JANUARY 16, 2021

The investors: Boaz Dinte , managing general partner, Qumra Capital. Adi Levanon Chazan , partner, Flint Capital. Noam Kaiser , partner, Intel Capital. Boaz Dinte, Qumra Capital. Riskified makes e-ommerce easier and safer and enables a thriving e-commerce environment. Rafi Carmeli , partner, Viola Growth.

startup 141

startup mix-use SaaS advice 141

TechCrunch

JULY 26, 2021

Revolution Ventures led the round and was joined by existing investors Madrona Venture Group, Oregon Venture Fund and Mucker Capital, as well as Wise co-founder Taavet Hinrikus. Its banking APIs enable developers to create their own digital wallets, replacing the need to integrate with legacy financial institutions.

development 103

development real estate incumbents ventures 103

Andreessen Horowitz

MARCH 20, 2024

What are the advances that you anticipate seeing that are going to sort of change the way people interact with these, [and] enable new kinds of products being built? There’s just way too many people that are able to get the capital and the resources to train those models. You know, incumbents versus startups.

incumbents 143

incumbents networking technology creativity 143

OnStartups

JULY 7, 2021

The strategy behind it, I think, is strong in terms of it gets HubSpot into a thing which is where I think the future of SaaS companies is going to be heading. Because people don't love the incumbent right now. But the one thing I will say, as far as the deal itself, it was one of the better things HubSpot has done. that people love.

frameworks 135

frameworks culture advice networking 135