Causal

In honour of the epic 4-hour Acquired $MSFT pod that just dropped, here's a look at the key stats behind the 50-year journey to $3T → https://lnkd.in/eUyufRVT Most surprising stats: 1️⃣ As of 2020, Azure generates more revenue than the Windows/PC biz 2️⃣ Even at 221k employees, revenue per employee is ~$1m 3️⃣ At the height of the dot-com bubble in 1999, $MSFT was trading at 30x revenue ($20b revenue) 😂 Thanks to Ben Gilbert and David Rosenthal for an awesome pod! Check out the episode and our full dashboard with more stats, links in the comments 👇

Enterprise software sucks!!! That's why going PLG can actually help you win at top-down sales: Bigger companies typically go through a top-down sales process to buy Causal, but surprisingly, the fact that we're a PLG company actually helps us in enterprise sales: 1️⃣ Try-before-you-buy: enterprise prospects can sign up and try the product just like anyone else can. This lets them know exactly what they're getting into before buying. 2️⃣ Easier to implement: knowing that 100s of our customers use us self-serve gives enterprise buyers the confidence that Causal won't require months of implementation and weeks of training 3️⃣ Enjoyable to use day-to-day: sales reps can make any product look slick and usable, but since we're PLG, buyers know that we're not just hiding behind a polished demo, and that we'll always invest in user experience Buyers' expectations are changing, and building a product that can be used self-serve might be the best thing you can do for your enterprise customers ✅

We worked together with Causal on a dashboard breaking down 12 of the fastest-growing companies in generative AI: Lambda Labs: $250M ARR (up 1,150%) CoreWeave: $465M ARR (up 1,760%) Hugging Face: $70M ARR (up 366%) Anthropic: $150M ARR (up 1,400%) Together AI: $10M ARR (up 900%) Photoroom: $50M ARR (up 150%) HeyGen: $19M ARR (up 1,800%) Hebbia: $10M ARR (up 2,045%) Harvey: $10M ARR (up 900%) Glean: $39M ARR (up 290%) For our analysis of growth, fundraising, and revenue multiples across each segment—from foundation models to infra to productivity apps to enterprise—check out the full dashboard on Causal (check comment below).

We've partnered with Sacra to share their juicy proprietary dataset on private Generative AI companies → https://go.causal.app/ai Some surprising stats: ◆ Growth rates are accelerating with scale — Anthropic grew 15x last year! ◆ Compute is king — CoreWeave's partnership with NVIDIA let them grow 18x in 2023 ◆ It's super early days for AI products — AI infrastructure companies (foundation models, cloud GPUs) have attracted 10x more VC $$$ than consumer/enterprise AI companies Check out the full dashboard for more: https://go.causal.app/ai

As long-time users of June.so, it was awesome to have Enzo Avigo over at Causal HQ last week! Hear why Enzo recently replaced June's ARR reporting spreadsheets with Causal:

We recently switched to Causal at Aline from Forecastr and I cannot say enough about how easy and powerful it is to use Causal to model all financials for a startup! Here's how Causal helped Aline get its financial projections in amazing shape for its Series Seed financing: Started with great templates for B2B SaaS, particularly the Startup Suite offered by Causal. Helped so much to be able to start with a base set of financial models for B2B SaaS and customize to Aline's particular use case. Don't start from scratch! The onboarding team at Causal was great in helping us customize the templates we used from the Startup Suite. We really liked the ability to expose our models publicly to investors and share the assumptions of the model. What's great is the Causal dashboard also lets an investor change those assumptions and do sensitivity analysis on the core assumptions of your model. We're working now to bring actuals into the financial modeling as a next step but just setting up forward-looking projections was great. Really recommend Causal to any early-stage founders that want to get a solid financial model together quickly. What modeling software do you use and what did you like/not like? Post in the comments.

😋 New favourite Slack channel, showing real-time MRR movements powered by Causal's new Stripe integration for SaaS reporting → https://lnkd.in/ecA4ktxt

I'm just constantly amazed by the tools we have these days! We recently added Causal to our finops suite! We now use: - Bluevine for banking (interest-bearing and integrated sweep network) plus an MMA account with Locus as secondary (because we <3 CDFIs) - Justworks for payroll and benefits (stellar customer support!) - The free Amex version of Airbase for virtual cards to make expense categorization a cinch - Quickbooks (for automated revenue recognition) and now - Causal for budgeting and monitoring spend and runway! After trying (hard!) with several other platform that were really made for finops pros at enterprise-scale operation or for accounting firms rather than #founders, I found it really easy to go from 0 to 1 on Causal with its set-up wizards. My one advice would be get up the learning curve with just QBO and some spreadsheets rather than trying to get all those juicy integrations working at once! h/t to Peter Nesbitt for bringing us Causal!

We just moved from ChartMogul to Causal for our SaaS metrics. Here's how our ARR reporting setup has evolved since we started the company: 1️⃣ Stage 1: Stripe dashboard — when we were getting our first customers, Stripe's dashboard was sufficient to track our ARR 2️⃣ Stage 2: SaaS metrics tools — once we had initial traction (~$500k ARR), we needed to start understanding more metrics: churn, expansion, NDR, etc. Stripe isn't great at these, so we needed to start using ChartMogul 3️⃣ Stage 3: Scaling — as we scaled, the nuances of ARR and metrics calculations became more important. We also needed to be able to slice these metrics by different dimensions, like customer segment and marketing channels. To get this flexibility, we switched to Causal. This has also let us now have all of our business' numbers and data in a single place (Causal) — our financial reporting, ARR reporting, forecasting, budgeting, and general BI. The icing on the cake? We saved hundreds of dollars per month. ChartMogul and other SaaS metrics tools charge based on your revenue, so this easily gets to $500-1000+ per month as your company scales. Read our full blog post here for more details: go.causal.app/chartmogul What are you using for ARR reporting right now? Would love to hear pros/cons of your setup!

Big congratulations to our co-founders Lukas Köbis and Taimur Abdaal for being mentioned in this year's Forbes 30 under 30 list for European Technology 👏 A special thank you to Zoya Hasan and the rest of the Forbes team for recognizing how Causal is helping startups and SMBs with all their business planning needs ranging from financial modeling to scenario planning to KPI tracking 📈 We are just getting started and have big plans to continue improving the product and customer experience in the coming months 👀 Congrats to all the other talented founders and operators who were also included in this list! Onwards and upwards 🚀 Read more here: https://lnkd.in/ek3S9VnM