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SaaSletter - Redpoint InfraRed, Sales Cycle Data (n=12k) + Curated Links

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SaaSletter - Redpoint InfraRed, Sales Cycle Data (n=12k) + Curated Links

Plus our podcast with Bowery Capital

Matt Harney
Jul 18, 2023
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SaaSletter - Redpoint InfraRed, Sales Cycle Data (n=12k) + Curated Links

www.saasletter.com
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Redpoint InfraRed

Redpoint Ventures just released 1) an infrastructure stock index with NASDAQ, 2) their list of the top 100 private infrastructure companies, and 3) a strong 38-slide deck on the merits of infrastructure vs application platforms.

Full Redpoint InfraRed here. (No email required)

A few screenshots below - with my full excerpts Twitter threaded here.

Redpoint InfraRed Report

RepVue Sales Cycle Data (n=12k)

Sales cycles largely up 2% - 5% in 2023:

Source Tweet

Curated Links

WSJ on demand from software buyers for ROI-linked pricing: “Companies Look to Pay Tech Vendors Based on Business Outcomes, Not Usage”

Relatedly, Ryan Walsh (RepVue Founder/CEO) and @DealConfession (a good sales Twitter follow!) with their sales takes on ROI: Ryan here, DealConfession here + here

Nice charts + takes on new logos vs retention from

Next Big Teng
: “Land vs. Expand: Growth formula shifts during downturns”

ICONIQ Capital continues to release comprehensive compensation benchmarks:

  1. For Customer Success Comp - my report highlights

  2. For Marketing Comp - my report highlights

Good pre-IPO secondary market data from CapLight (via Zain Rizavi)

Increasing returns to scale applies to M&A (via Berkery Noyes):

Cloud Ratings Content

We recently initiated coverage of two categories: Partner Relationship Management (PRM) Software and Subscription Management Software

We’ve launched a new investor-oriented podcast branded “Cloud Returns” - the tagline: “Cloud Returns covers ALL types of software investing, whether seed, VC, growth equity, private equity, debt, and public markets.”

Our first guest: Patrick McGovern from Bowery Capital where we focused on vertical SaaS at the seed stage:

AUDIO | VIDEO | *AI-MADE* TEXT SUMMARY

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