2017: Best in Class 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 learn:

• 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 led
• A number of fast growing, multi billion dollar enterprise SaaS companies have gross margins of 50–65% (e.g: twilio, shopify, cloudera).