Historical SaaS Benchmarks 2024 Update

SaaS Historical Benchmarks 2024 Benchmarkit Update

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SaaS Historical Benchmarks - Executive Summary

2010 to 2021 Benchmarks:

‘10-’21 Change

‘10-’21 CAGR 2022 2023

‘10-’23 Change

'10-’23 CAGR

‘10-’23 Heatmap

2010 2021

Net Revenue Retention 106% 109% 3% Gross Revenue Churn 5% 14% 9% % Revenue From Expansion 19% 46% 27%

103% 101% (5%) 11% 11% 6% 33% 35% 16%

New Logo CAC $0.93 $1.78 91% 6% $1.76 $1.76

89% 5%

Expansion CAC $0.28 $0.61

118% 7% $0.69 $1.00 257% 11%

Field Sales CAC $1.00 $2.07 107% 7% Inside Sales CAC $0.90 $1.40 56% 4%

Revenue Per Employee ($k) * $142 $143

1% 0%

$156

10% 1%

2022 to 2023 Benchmarks:

Margins: Gross Margin 71% 73% 2% Sales + Marketing 32% 40% 8%

72% 74% 3% 34% 34% 2% 30% 30% 7% 24% 23% 9%

R+D 23% 25% 2% G+A 14% 19% 5%

EBITDA 1% (10%)

(11%)

(10%) (10%)

(10%)

Revenue Growth 45% 28% (17%) Rule of 40 ** 46% 18% (28%)

30% 27% (18%) 14% 14% (32%)

Source: Pacific Crest / Key Banc / Benchmarkit Surveys. *: Rev/FTE starts 2014 **: 2022 + 2023: Derived from P&L, differs from report median. Social Attribution: @CloudRatings + @SaaSlette.r

Cumulative SaaS Funding History - 2008 - 2024

Early Stage

Late Stage

$140,000

$120,000

$100,000

$80,000

$60,000

$40,000

$20,000

$0

Source: Crunchbase Hubs Social Attribution: @CloudRatings + @SaaSletter

SaaS Funding History - 2008 - 2024

Early Stage

Late Stage

$14,000

$12,000

$10,000

Stripe - Series I: $6.5b - Mar’23

$8,000

$6,000

$4,000

$2,000

$0

Source: Crunchbase Hubs Social Attribution: @CloudRatings + @SaaSletter

% of Revenue From Expansion - 2010-2023

50%

40%

30%

20%

10%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2020 2021 2021 2022 2023 19% 14% 13% 14% 16% 15% 19% 34% 37% 36% 46% 30% 33% 35%

0%

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

$2.00 New Logo CAC - 2009-2023

$1.50

$1.00

$0.50

$0.73 $0.93 $0.90 $0.92 $1.07 $1.18 $1.13 $1.15 $1.32 $1.34 $1.62 $1.67 $1.78 $1.58 $1.76 $1.76

$0.00

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

Expansion CAC - 2009-2023

$1.00

$0.80

$0.60

$0.40

$0.20

$0.28 $0.18 $0.17 $0.18 $0.28 $0.27 $0.57 $0.66 $0.61 $0.61 $0.69 $0.61 $0.69 $1.00

$0.00

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

Net Revenue Retention - 2010-2023

120%

100%

80%

60%

40%

20%

106% 106% 101% 103% 104% 102% 101% 102% 103% 102% 109% 105% 103% 101%

0%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2020 2021 2021 2022 2023

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

10% 12% 14% Gross Revenue Churn - 2009-2023

0% 2% 4% 6% 8%

8% 5% 5% 9% 6% 7% 8% 8% 13% 13% 14% 13% 14% 13% 11% 11%

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

P&L Summary - 2009-2023

Gross Margin Sales + Marketing R+D G+A EBITDA

-40% -20% 0% 20% 40% 60% 80%

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

Rule of 40 = Growth + Margins - 2009-2023

Rule of 40 Revenue Growth EBITDA Margins

60%

40%

20%

0%

-20%

-40%

Source: Pacific Crest / Key Banc / Benchmarkit Surveys Social Attribution: @CloudRatings + @SaaSletter

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