Download the latest here: bit.ly/best_in_class_enterprise_saas
There are sixty publicly traded enterprise SaaS companies. Together, they have been one of the best performing segments of the stock market, up nearly 400% since 2011.
Among them there are just 12 which fit the following criteria:
Growing revenue at 25%+ YoY
70%+ gross margin
Capital efficiency of 30%+ (growth — burn)
What makes these companies so successful?
It may surprise you to find:
Our “Best in Class” SaaS companies have ACVs that range from $240 USD per anum to $519,000 USD.
All of our non-USA “Best in Class” companies were self serve products
85% of our Best in Class companies are founder lead
A number of fast growing, multi billion dollar enterprise SaaS companies have gross margins of 50–65% (e.g: twilio, shopify, cloudera).
Frontline is a B2B / Enterprise Seed VC investing in Europe. I am reachable at email@example.com