These slides from SaaStr 2016 cover: 1. The revenue growth rates of the fastest growing SaaS companies 2. The revenue profiles of these businesses at Series A 3. The round sizes at series A. 4. A broad overview of the venture capital environment in 2015 5. Implications of recent changes in 2016

1. TOMASZ TUNGUZ
PARTNER / REDPOINT
TOMTUNGUZ.COM

2. IPOs + M&Ascompanies fundedbillion managed

4. BENCHMARKING
EXCEPTIONAL
SERIES A
SAAS COMPANIES

5. Selection Bias: Premium SaaS Companies
Sample Size Bias: N is 10-15 per Year
KEY POINTS ABOUT THIS ANALYSIS
Projected 12 Month Rev Growth Rate Median: 4.9x

12. HOW DO
KEY METRICS
INFLUENCE
SERIES A?

15. 2016: A Year of Change

17. -18%
-15%
-26%

19. 66%
of Founders Believe in 2016
Fundraising Will be Somewhat
or Much Harder

20. 3 KEY TRENDS IN 2016

21. PUBLIC MARKET WILL
PRESSURE PRICES IN THE
PRIVATE MARKET

22. GROWTH +
UNIT ECONOMICS
WILL BOTH MATTER

23. ACCELERATED PACE OF M&A

25. Thank You