The SaaS Revolution Show

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Raluca Ragab, Head of UK & DACH at Eurazeo, who shares how to succeed as a growth company. "If you think of all the companies that had to raise a seed or series A in 2022, when it was hard, in 2023, when it was super hard, and even in 2024, anybody who's been successful to do that and is now graduating, right? So Maybe they were 1 million company in 2022 and they're 5 million in 2023 and they're now kind of becoming a growth stage company. Those companies, they were so scrutinised, they found it so hard to get funded that actually they have much stronger unit economics, they have great stories and they know how to deliver growth without having a bloated cost structure. So I do think that there's a second wave now of these companies that had to go through this kind of much harder time funding in their earlier stage and they never got to being efficient, that they just kind of got the basics and the fundamentals right and they're going to scale off a much more reasonable set of unit economics and cost structure." Raluca shares: • Being a visionary founder versus a 'good process' person • What it takes to build a successful growth stage company and get the right investment • Track records and unit economics: The metrics Raluca and her team prioritise • Europe's lack of global winners and business champions compared to in the US • How AI is lowering barriers to entry for software development to quasi zero and more!       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)

Marton Medveczky, Associate Partner at Flashpoint Venture Capital, dives into the critical traits that make founders investable by 2025. He emphasizes the importance of customer feedback over founder assumptions. Marton also discusses key metrics like net revenue retention and how SaaS companies can become category leaders. He shares insights on the shifting venture capital landscape, the balance of personal attributes and data in evaluating founders, and his own journey within the VC world. Curiously, he highlights a new appreciation for biographies over traditional business books.

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Palash Soni, Co-Founder & CEO at Goldcast, who shares his journey scaling the business to north of $10M in revenue. "We realised that the market is probably in bigger companies because that's where we are getting the pull from, and so our first actual like big customer was this company called Drift in Boston, which very popular Martech company. And that gave us the aha moment that okay, this is where the fit is. And so the moment Drift signed which was in end of Jan. 2021, at that time we were probably like $30, $40k in ARR. And when Drift signed then that started the chain sort of like the messaging and everything came together. Then we got to $1 million in three months." Palash shares: • Having an entrepreneurial itch from a young age; from buying sweets in bulk and selling them at a markup in his school days to renting out a video game console for a cent per hour • Why he believes marketing mediums evolve every 10 years, and how that was an asset to Goldcast • The risk they faced becoming a multi-product company and how he managed internal pushback • Entering the zeitgeist of B2B Marketers • The three key levers getting to $10M in revenue; including investing heavily in post-sales customer success • Why classic outbound doesn't work and more!       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Philippe Botteri, partner at Accel, who shares the 2024 Accel Europe: AI Eating Software. "Just look at the past couple of years, there's been $56 billion invested in AI companies and two thirds of that has gone into the top six companies of each region of the US and Europe, and also two thirds of that money has gone into foundation models. So what we're seeing is AI is really driving the growth and very concentrated in a very small number of companies both in the US and Europe." Philippe shares: • Capitalising on AI to drive growth • Increasing investment outside of foundational models • Why 2025 is going to be the year of the agentic revolution • Growth vs profitability: what's driving the momentum for software companies • The Game of AI Thrones - will it be a winner takes all market? and more!       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)

Amos Haggiag, Co-Founder & CEO of Optibus, shares how he scaled the company to a $1.3B valuation while tackling the unique challenges of public transportation software. He discusses the necessity of building trust with customers, shifting to local management, and insights from their funding journey. Amos reflects on the moment they hit $1M ARR, overcoming the pitfalls of leadership, and the complexities of U.S. expansion. His take on maintaining a long-term focus in a rapidly changing market is both enlightening and practical.

Muhammad Younas, the visionary Founder and CEO of vFairs, shares insights from his journey of bootstrapping the company to a remarkable $30M ARR. He emphasizes the power of customer experience, revealing that over half of their business comes from word-of-mouth referrals. Younas discusses achieving profitability from day one, investing in talent, and the importance of building long-term value for all stakeholders. He also highlights the evolution of virtual events and how maintaining strong customer relationships was key during challenging times.

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by SaaStock Europe 2024 speaker Angeley Mullins, Chief Commercial Officer at Resourcify, who shares Founder versus Company Brand. "A lot of founders don't actually understand what marketing is. You have performance marketers and content marketers and brand marketers. You have channel marketers, partner marketers, etc. So really identifying what your go to market strategy is, identifying who your ICP is, and these are just the fundamentals, and then what resonates to your ICP, and you have to identify that first and then back into the type of marketing that you want or need that will resonate." Angeley shares: • Can a company be founder-led and also do product-led branding • Where pre-Series B companies often struggle most when it comes to storytelling • Why step one for founders is taking an index on the things that A) you're passionate about and B) that you're good at • Where authenticity meets communication and what's most important at what stage of the growth cycle • Short term clickbait content versus long term strategic initiatives and long term customer loyalty • What early stage companies can do to build a strong brand • The secret sauce for founders wanting to 'make it' in Times Square and more.       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)

Tomasz Tunguz, General Partner at Theory Ventures and speaker at SaaStock Europe 2024, dives into the transformative impact of AI on SaaS. He discusses how AI integration is reshaping workflows, making traditional systems like Salesforce potentially obsolete. Insights are shared on what makes founders investable in today's market and the evolving strategies businesses must adopt for efficiency. Additionally, Tomasz highlights the commodity risks with AI and emphasizes the pressures facing horizontal SaaS companies. Prepare for a riveting look into the future of software!

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Job van der Voort, Co-Founder & CEO at Remote, who shares their hypergrowth journey and how they scaled Remote to hundreds of millions in ARR. "I would always say this is a great problem to have. If you grow really, really fast and it's a luxury problem, and if you just embrace it like that, then everything becomes much easier. Just embrace it in the most honest possible way, which is that, wow, we get so much interest that we have to solve these really difficult problems right now. It's for sake of, you know, our success, or at least the direction of success. To me, that was never difficult. What is difficult is how it affects the rest of your life." Job shares: • From $0 to $1M ARR in six months, and $1M ARR to hundreds of millions in three years: the operational and human problems Remote faced during rapid growth • His attitude towards increased responsibility and fighting fires - 'it's a great luxury to have problems to solve' • Why too many people get distracted by 'building for the sake of building' and deprioritise talking to customers and actively marketing the product • How to stay clear-headed during a period of hypergrowth • 'The sun will shine tomorrow', how he stays motivated when times get tough and more!       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Casber Wang, Partner at Sapphire Ventures, who shares the issues with AI startups and cash burn. "Let's just say we intentionally freeze the progress of technology. There's no ChatGPT five, there's no GPT six. It's only what we have today; GPT four and some of the other, call it 3.5. I believe the next five years we can just build applications on those existing technologies without underlying technological progress. So that's how much progress we made from the starting point. So to me it's less so 'why haven't we seen much progress yet', it's just all the systems take a little bit more time, right? People get used to a new thing and that just takes more time than folks had expected, just given how much attention there is around this topic." Casber shares: - What he's looking for in companies that Sapphire invests in - Why he favours founders who constantly think about talent valuation; from tracking talent to their talent bench - Why building a great software standalone is rarely enough - you need to be backwardly compatible with all the other tools on the stack and nail distribution - The watershed moment in AI and why its garnered so much attention from founders and media - Why specific fields like engineering are seeing a more accentuated economic impact from AI - The five or six prime investment areas where investors spend a lot of time making real bets on and more.       Check out the other ways SaaStock is helping SaaS founders move their business forward:  🇮🇪 SaaStock Europe: 14-15 October 2025 | Dublin, Ireland Book tickets: https://saastock-europe.com/tickets/ 🇺🇸 SaaStock USA 2025: April 2026 | Austin, Texas Book tickets: https://saastock-usa.com/ 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)