How to show different revenue streams in vertical SaaS — A few weeks ago, our portfolio company Jobber announced (besides a $100M Series D) that its 200,000 customers — small businesses that provide home services like lawn care, plumbing, residential cleaning, and painting — have earned $13 billion in revenue in 2022. Handling an increasing percentage of this large payment…

Banking, healthcare, telcos, how API-first businesses are now eating old industries by connecting and abstracting legacy software and outdated protocols. — At Point Nine, we’ve been partnering with API-first businesses since our investments in Contentful and Algolia in 2012/2013. As P9 alumnus Clément explains in this post from 2016, the rise of APIs has allowed software developers to use best-in-class software components to build software faster, cheaper, and better. The picture…

Our investment in Wikifarmer — B2B marketplaces have been a core area of focus for us at Point Nine for the past, now… 7 years (and our initial investment in REKKI). My former and current colleagues Julia and Alex have published multiple articles about what got us interested in the area such as Julia’s posts…

Yesterday I published a brief LinkedIn post with a few thoughts on ChatGPT and the implications for SaaS companies. The posting prompted (no pun intended) many interesting comments, so I wanted to re-post a (slightly polished and extended) version here. As we enter month 3 CE (ChatGPT Era), I’d like…

Guest post: Hi there, it’s Maddy (again!). As a Partner at Erevena I lead the B2B Marketing practice in Europe, helping founders to hire world class marketing leaders. I also enjoy doing research to help founders make better hires and have published a few pieces like the Unicorn Trajectory and…

Once there is agreement on basic commercial terms, warranties and indemnities often turn into the biggest stumbling block (and nerve wrecker) of a company sale. The buyer seeks to protect his investment, the sellers(1) want a clean exit. In come an extensive guarantee catalog and far-reaching indemnities(2), combined with a…

A simple framework that might help you with your 2023 planning — With only six weeks left in 2022, I’d like to share some thoughts that might be useful for founders as they start to think about their budgets and plans for 2023. Given how much the market has changed this year, planning ahead for 2023 is different from any other year…

A practical guide on navigating from founder-led sales to scaling a sales team Having advised over sixty startups in and around the Point Nine community on making the transition from founder-led sales to hiring a sales leader, we’ve learned this is a very, VERY hard phase for founders to navigate…

Trying (hard) to eat (some of) Adobe’s lunch (or getting acquired tryin’) — From Canva, which we saw pre-launch in July 2012 (!), to our investments in companies like PlayPlay, Gravity Sketch, and Shapr3D, we at Point Nine have looked at and partnered with many companies building creative tools over the years. Looking at Figma’s acquisition price ($20bn) or Canva’s latest valuation ($40bn…