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Jason Lemkin (SaaStr), Eran Zinman & Roy Mann (monday.com) – Measuring SaaS companies in 2023

July 25th, 2023

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Let’s talk about SaaS metrics in 2023.

The last few years have turned the tables for many startups, and have also changed the way the market, and investors in particular, have evaluated startups. As part of this, many of the metrics we have worked with until then – such as ARR or CAC, have become much less relevant. The market wanted to focus on profitability and efficiency and had to find new metrics to support this.

In this week’s episode, Darya Wertheim spoke with Jason Lemkin, SaaStr founder & CEO, and with Eran Zinman and Roy Mann, the Co-Founders and Co-CEO of monday.com about SaaS metrics in 2023. They’ve discussed what has changed in the SaaS business model in recent years, how to look at ARR, CAC, and NDR today, and why it is not certain that these metrics serve us as well as they did in the past, and on many more topics that arise when we put three SaaS geeks in the same room (or in the same virtual conversation).

The episode dives deep into the business model of SaaS companies, so it is aimed at those who are familiar with concepts such as ARR, CAC and NDR.

Enjoy

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