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Should you tip your AI agent? How software pricing is changing in a world of AI services

Capturing part of the value generated for customers has always been a north star in pricing. If customers don’t...
Announcing our investment in Unwrap

Scale is thrilled to announce our lead investment in Unwrap’s Series A. Historically, product owners have relied...
Splitting spend: How to allocate your 2025 budget across OpEx categories

Over the past couple of weeks, a number of founders and startup teams have reached out to us to help them think through...
Announcing our investment in Klarity

We’re excited about our Series B investment in Klarity, the leading document automation platform for finance and...
The path from zero to IPO: Revisiting the Mendoza line in 2024

“IPO.” The elusive dream of many a startup founder. Today, it’s an even more elusive dream than ever, as more and...
Where is the growth coming from? A data-driven look into 2024

The theme of 2024 is cautious optimism. With improved ARR growth rates across the board and two consecutive quarters of...
2024 Whisper Numbers: The Year of Efficient Growth

As we kick off the 2024 annual planning season, we’re sharing an early view of what we’re seeing in early-stage...
“Year of efficiency” in review: How companies reduced burn rates in 2023

At the beginning of 2023, we saw CEOs and founders across the board herald the beginning of the year of efficiency....
The bleeding has stopped: Growth ticked up for the first time in 6 quarters

Scale’s quarterly Scale Studio Flash Updates use our proprietary data platform, Scale Studio, to analyze a...
Growth ticks down again in Q223: Scale Studio Flash Update

Scale’s quarterly Scale Studio Flash Updates use our proprietary data platform, Scale Studio, to analyze a...
Slowdown Mirrors Public Markets: Flash Update Follow-Up

We can clearly see above that public tech companies are seeing similar drop-offs in NDR to private SaaS startups. The...
Growth slows beyond expectations in Q1: Scale Studio Flash Update

Q123 data indicates that the growth slowdown is continuing - and most companies failed to meet even the conservative...
Growth Slows while Companies Sprint to Efficiency: Scale Studio Flash Update

No one can tell exactly what 2023 will bring, but one thing is for certain: there is a sprint to efficiency with...
2023 Whisper Numbers: Growth Expected to Continue at Around 2022 Levels

Here's the data we're sharing with our portfolio companies as they develop 2023 annual plans.
Benchmarking SaaS Growth and Burn

This post walks through the data and methodology behind our growth and burn multiple benchmarks, summarizing some of...
Growth and Burn Benchmarking Tool

A founder's tool to compare growth and burn across two years relative to similar-sized SaaS comps