{"id":263,"date":"2020-05-11T04:01:30","date_gmt":"2020-05-10T20:01:30","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=263"},"modified":"2024-05-29T18:08:45","modified_gmt":"2024-05-29T10:08:45","slug":"saas%e5%85%ac%e5%8f%b8%e7%9a%84%e8%b5%84%e6%9c%ac%e6%95%88%e7%8e%87","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=263","title":{"rendered":"SaaS\u516c\u53f8\u7684\u8d44\u672c\u6548\u7387"},"content":{"rendered":"\n

\n \u5728\u8fc7\u53bb\u7684 30 \u4e2a\u6708\uff082017 \u5e74\u4e0b\u534a\u5e74\u540e\uff09\uff0c\u603b\u5171\u6709 21 \u5bb6\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u3001\u4e14\u53d7 VC \u652f\u6301\u7684 SaaS \u516c\u53f8\u6210\u529f\u4e0a\u5e02\uff0c\u5176\u4e2d\u4fbf\u5305\u62ec Zoom\u3001Slack \u548c Datadog \u7b49\u3002\u672c\u6587\u4f1a\u5bf9 21 \u5bb6\u516c\u53f8\u8fdb\u884c\u5206\u6790\uff0c\u4ee5\u4e86\u89e3\u5b83\u4eec\u7684\u878d\u8d44\u548c\u521b\u6536\u60c5\u51b5\uff0c\u6df1\u5165\u7814\u7a76\u5404\u4e2a\u516c\u53f8\u7684\u53d1\u5c55\u8f68\u8ff9\u3002<\/span>\n<\/section>
\n \u4ee5\u4e0b\u662f\u4ece\u8fd9\u4e2a\u6570\u636e\u96c6\u4e2d\u83b7\u5f97\u7684\u4e00\u4e9b\u603b\u7ed3\uff1a<\/span>\n<\/section>
\n \n 1. <\/span>\n \n \u5904\u4e8e<\/span>\n <\/strong>\n \n \u4e2d\u4f4d\u6570<\/span>\n <\/strong>\n \n \u7684<\/span>\n <\/strong>\n \n \u516c\u53f8<\/span>\n <\/strong>\n \n IPO\u65f6<\/span>\n <\/strong>\n \n \u52df\u96c6\u8d44\u91d1<\/span>\n <\/strong>\n \n \u4f1a<\/span>\n <\/strong>\n \n \u7565\u9ad8\u4e8e<\/span>\n <\/strong>\n \n \u5176<\/span>\n <\/strong>\n \n ARR<\/span>\n <\/strong>\n <\/span>\n<\/section>
\n \n<\/section>
\n \u4e0a\u56fe\u4e3a\u6bcf\u5bb6\u516c\u53f8\u4e0a\u5e02\u65f6\u7684 ARR \u548c\u603b\u52df\u96c6\u8d44\u91d1\u7684\u6563\u70b9\u56fe\u3002\u5927\u591a\u6570\u516c\u53f8\u90fd\u805a\u96c6\u5728\u8868\u793a ARR \u548c\u7b79\u8d44\u5339\u914d\u7684\u5bf9\u89d2\u7ebf\u9644\u8fd1\u3002\u878d\u8d44\u603b\u989d\u901a\u5e38\u4e0e ARR \u6301\u5e73\u6216\u7565\u9ad8\u4e8e ARR\u3002<\/span>\n<\/section>
\n \u4f8b\u5982\uff0cZscaler \u5728 IPO \u65f6\uff0c\u5171\u52df\u96c6\u4e86 1.48 \u4ebf\u7f8e\u5143\uff0cARR \u8fbe\u5230 1.46 \u4ebf\u7f8e\u5143\uff1bSprout Social \u5219\u7b79\u8d44\u4e86 1.12 \u4ebf\u7f8e\u5143\uff0cARR \u8fbe\u5230 1.06 \u4ebf\u7f8e\u5143\u3002<\/span>\n<\/section>
\n \u8003\u8651\u5230\u6570\u636e\u96c6\u4e2d\u7684\u6bcf\u5bb6\u516c\u53f8\u7684\u6536\u5165\u5b58\u5728\u5de8\u5927\u5dee\u5f02\uff08\u4f8b\u5982\uff0cSprout Social \u7684 ARR \u4e3a1.06\u4ebf\u7f8e\u5143\uff0c\u800c Dropbox \u7684 ARR \u8fbe 12.22 \u4ebf\u7f8e\u5143\uff0c\u4e24\u8005\u76f8\u5dee 10 \u500d\u4ee5\u4e0a\uff09\uff0c\u56e0\u6b64\u4e0d\u770b\u603b\u6536\u5165\uff0c\u800c\u5f15\u5165\u4e00\u4e2a\u65b0\u7684\u6307\u6807\u662f\u5f88\u6709\u5fc5\u8981\u7684\u3002\u7b79\u96c6\u7684\u8d44\u91d1\u9664\u4ee5 ARR \u53ef\u4ee5\u4f7f\u8fd9\u4e2a\u65b9\u5dee\u6b63\u5e38\u5316\uff0c\u4e0b\u56fe\u4fbf\u662f\u8fd9\u4e00\u6307\u6807\u7684\u67f1\u72b6\u56fe\u5206\u5e03\u60c5\u51b5\u3002<\/span>\n<\/section>
\n \n<\/section>
\n \u8be5\u56fe\u663e\u793a\u4e86\u5927\u591a\u6570\u516c\u53f8\u4e3b\u8981\u96c6\u4e2d\u5728 1.00x-1.25x \u5de6\u53f3\uff0c\u5904\u4e8e\u4e2d\u4f4d\u6570\u7684\u516c\u53f8\uff0c\u5728\u5176 IPO \u65f6\uff0c\u516c\u53f8\u7684 ARR \u63d0\u9ad8\u4e86 1.23 \u500d\u3002<\/span>\n<\/section>
\n \u4e0a\u56fe\u7684\u6570\u636e\u4e24\u7aef\u5b58\u5728\u5f02\u5e38\u503c\u3002Domo \u662f\u4e00\u4e2a\u7279\u522b\u70e7\u94b1\u7684\u516c\u53f8\uff0c\u5728\u5176\u7b79\u96c6 6.9 \u4ebf\u7f8e\u5143\u540e\uff08ARR \u7684 5.4 \u500d\uff09\uff0c\u516c\u53f8\u7684 ARR \u8fbe\u5230\u4e86 1.28 \u4ebf\u7f8e\u5143\uff0c\u6ca1\u6709\u4e00\u5bb6\u516c\u53f8\u80fd\u591f\u4e0e\u4e4b\u76f8\u6bd4\u3002Zoom \u548c Datadog \u5177\u6709\u9ad8\u6548\u7684\u5f02\u5e38\u503c\uff0cZoom \u5728\u878d\u5f97 1.61 \u4ebf\u7f8e\u5143\u540e\uff0cARR \u8fbe 4.23 \u4ebf\u7f8e\u5143\uff0cDatadog \u5728\u878d\u5f97 1.48 \u4ebf\u7f8e\u5143\u540e\uff0cARR\u8fbe 3.33 \u4ebf\u7f8e\u5143\uff0c\u4e24\u8005\u90fd\u53ea\u5360 ARR \u7684 0.4 \u500d\u3002<\/span>\n<\/section>
\n \n 2.<\/span>\n \n \u73b0\u91d1\u6d88\u8017\u662f\u8861\u91cf\u8d44\u672c\u6548\u7387\u7684\u4e00\u4e2a\u66f4<\/span>\n <\/strong>\n \n \u7cbe\u786e<\/span>\n <\/strong>\n \n \u7684\u6307\u6807\uff0c<\/span>\n <\/strong>\n \n \u5b83<\/span>\n <\/strong>\n \n \u53ef\u80fd\u4e0e\u7b79\u96c6\u7684<\/span>\n <\/strong>\n \n \u8d44\u91d1\u4f1a<\/span>\n <\/strong>\n \n \u6709\u5f88\u5927\u7684\u5dee\u5f02<\/span>\n <\/strong>\n \n \u3002<\/span>\n <\/strong>\n <\/span>\n<\/section>
\n \u4e00\u5bb6\u516c\u53f8\u7b79\u96c6\u4e86\u591a\u5c11\u8d44\u91d1\u53ea\u53cd\u6620\u4e86\u8d44\u672c\u6548\u7387\u7684\u4e00\u534a\uff0c\u56e0\u4e3a\u8bb8\u591a\u516c\u53f8\u90fd\u62e5\u6709\u5927\u91cf\u7684\u73b0\u91d1\u3002\u4f8b\u5982\uff0cPagerDuty \u603b\u5171\u7b79\u96c6\u4e86 1.74 \u4ebf\u7f8e\u5143\uff0c\u4f46\u4e0a\u5e02\u65f6\u8fd8\u6709 1.28 \u4ebf\u7f8e\u5143\u73b0\u91d1\u3002\u53e6\u4e00\u4e2a\u4f8b\u5b50\u662f\uff0cSlack \u5728\u4e0a\u5e02\u524d\u603b\u5171\u7b79\u96c6\u4e86 13.9 \u4ebf\u7f8e\u5143\uff0c\u4f46\u6709 8.41 \u4ebf\u7f8e\u5143\u7684\u672a\u52a8\u7528\u73b0\u91d1\u3002<\/span>\n<\/section>
\n \u4e3a\u4ec0\u4e48\u6709\u4e9bSaaS\u516c\u53f8\u5728\u73b0\u6709\u80a1\u4e1c\u6743\u76ca\u88ab\u7a00\u91ca\u7684\u60c5\u51b5\u4e0b\uff0c\u4ecd\u80fd\u7b79\u96c6\u5230\u8d85\u51fa\u5f53\u524d\u73b0\u91d1\u9700\u6c42\u7684\u8d44\u91d1?<\/span>\n<\/section>
\n \u5176\u4e2d\u4e00\u4e2a\u539f\u56e0\u53ef\u80fd\u662f\u516c\u53f8\u5904\u4e8e\u673a\u4f1a\u4e3b\u4e49\u72b6\u6001\uff0c\u5728\u5e02\u573a\u6761\u4ef6\u6709\u5229\u7684\u65f6\u5019\u8fdb\u884c\u878d\u8d44\uff0c\u91d1\u989d\u4f1a\u8fdc\u8fdc\u8d85\u8fc7\u4e86\u5b9e\u9645\u9700\u6c42\u3002<\/span>\n<\/section>
\n \u53e6\u4e00\u4e2a\u539f\u56e0\u53ef\u80fd\u662f\u5e0c\u671b\u83b7\u5f97\u80a1\u6743\u7684\u98ce\u6295\u63a8\u52a8\u4e86\u66f4\u5927\u89c4\u6a21\u7684\u878d\u8d44\u3002\u4f8b\u5982\uff0c\u4e00\u5bb6\u6295\u524d\u4f30\u503c\u4e3a 4 \u4ebf\u7f8e\u5143\u7684\u516c\u53f8\u53ef\u80fd\u53ea\u9700\u8981 5000 \u4e07\u7f8e\u5143\u73b0\u91d1\uff0c\u4f46\u6700\u7ec8\u53ef\u80fd\u4f1a\u4ece\u4e00\u5bb6\u5e0c\u671b\u83b7\u5f97 20% \u6295\u540e\u80a1\u6743\u7684\u98ce\u6295\u90a3\u91cc\u83b7\u5f97 1 \u4ebf\u7f8e\u5143\u73b0\u91d1\u3002<\/span>\n<\/section>
\n \u8fd9\u4e9b\u590d\u6742\u56e0\u7d20\u4f7f\u5f97\u73b0\u91d1\u6d88\u8017\uff08\u7b79\u96c6\u7684\u603b\u8d44\u672c\u9664\u4ee5 ARR\uff09\uff0c\u6210\u4e3a\u6bd4\u7b79\u96c6\u603b\u8d44\u91d1\u66f4\u4e3a\u7cbe\u786e\u8861\u91cf\u8d44\u672c\u6548\u7387\u7684\u4e00\u4e2a\u6307\u6807\u3002\u4e0b\u56fe\u662f\u73b0\u91d1\u6d88\u8017\u4e0eARR\u7684\u5360\u6bd4\u60c5\u51b5\u3002<\/span>\n<\/section>
\n \n<\/section>
\n \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u56fe\u4e2d\u7684 Zoom \u5b9e\u73b0\u4e86\u8d1f\u73b0\u91d1\u6d88\u8017\uff0c\u8fd9\u8bf4\u660e Zoom \u4e0a\u5e02\u65f6\u8d44\u4ea7\u8d1f\u503a\u8868\u4e0a\u7684\u73b0\u91d1\u6bd4\u5b83\u7b79\u96c6\u7684\u6240\u6709\u8d44\u672c\u90fd\u8981\u591a\u3002<\/span>\n<\/section>
\n IPO\u516c\u53f8\u7684\u73b0\u91d1\u6d88\u8017\u4e2d\u503c\u662fARR\u7684 0.77 \u500d\uff0c\u8fdc\u4f4e\u4e8eIPO\u65f6\u52df\u96c6\u8d44\u91d1\u4e0e ARR \u7684\u6bd4\u503c 1.23 \u500d\u3002<\/span>\n<\/section>
\n \n 3. <\/span>\n \n \u6700\u5065\u5eb7\u7684SaaS\u516c\u53f8\uff08<\/span>\n <\/strong>\n \n Rule of 40<\/span>\n <\/strong>\n \n \uff09\u5f80\u5f80\u662f\u6700\u5177\u8d44\u672c\u6548\u7387\u7684\u516c\u53f8<\/span>\n <\/strong>\n <\/span>\n<\/section>
\n Rule of 40 \u662f\u8861\u91cf SaaS \u516c\u53f8\u4e1a\u52a1\u5065\u5eb7\u72b6\u51b5\u7684\u5e38\u7528\u89c4\u5219\u3002\u4e00\u4e2a\u5065\u5eb7\u7684 SaaS \u516c\u53f8\u7684\u6536\u5165\u589e\u957f\u7387\u548c\u5229\u6da6\u7387\u5e94\u8be5\u8fbe\u5230 40% \u4ee5\u4e0a\u3002\u4e0b\u9762\u7684\u56fe\u8868\u663e\u793a\u4e86\u8fd9 21 \u5bb6\u516c\u53f8\u5728 Rule of 40 \u4e2d\u7684\u5f97\u5206\u60c5\u51b5\u3002<\/span>\n<\/section>
\n \n<\/section>
\n \n \u5728\u8fd9 21 \u5bb6\u516c\u53f8\u4e2d\uff0c\u5171\u6709 8 \u5bb6\u516c\u53f8\u8d85\u8fc7\u4e86 40% \u7684\u95e8\u69db\uff1a\u5305\u62ec<\/span>\n  Zoom\uff08123%\uff09\u3001Crowdstrike\uff08119%\uff09\u3001Datadog\uff0876%\uff09\u3001Bill.com\uff0856%\uff09\u3001Elastic\uff0855%\uff09\u3001Slack\uff0852%\uff09\u3001Qual trics\uff0844%\uff09\u548c Send Grid\uff0841%\uff09\u3002<\/span>\n <\/span>\n<\/section>
\n \u6709\u8da3\u7684\u662f\uff0c\u5728\u73b0\u91d1\u6d88\u8017\u8861\u91cf\u8d44\u672c\u6548\u7387\u4e2d\u53d6\u5f97\u5f02\u5e38\u503c\u7684\u516c\u53f8\uff0c\u5728 Rule of 40 \u4e2d\u540c\u6837\u53d6\u5f97\u4e86\u5f02\u5e38\u503c\u3002Zoom \u548c Datadog \u8fd9\u4e24\u5bb6\u516c\u53f8\u7684\u8d44\u672c\u6548\u7387\u6700\u9ad8\uff0c\u5728 Rule of 40 \u4e2d\u5206\u522b\u83b7\u5f97\u4e86\u7b2c\u4e00\u548c\u7b2c\u4e09\u540d\u3002\u76f8\u53cd\uff0c\u8d44\u672c\u6548\u7387\u6700\u4f4e\u7684 Domo \u548c MongoDB \u5728 Rule of 40 \u4e0a\u7684\u5f97\u5206\u4e5f\u6700\u4f4e\u3002<\/span>\n<\/section>
\n \u8fd9\u5e76\u4e0d\u5947\u602a\uff0c\u56e0\u4e3a\u8fd9\u4e2a\u89c4\u5219\u548c\u8d44\u672c\u6548\u7387\u5b9e\u9645\u4e0a\u5177\u6709\u4e24\u9762\u6027\u3002\u5982\u679c\u4e00\u5bb6\u516c\u53f8\u80fd\u591f\u5728\u4e0d\u727a\u7272\u592a\u591a\u5229\u6da6\u7387\u7684\u60c5\u51b5\u4e0b\u4fdd\u6301\u9ad8\u901f\u589e\u957f(\u5373\u5728 Rule of 40 \u4e2d\u83b7\u5f97\u9ad8\u5206)\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u5b83\u81ea\u7136\u4f1a\u6bd4\u540c\u884c\u4e1a\u7684\u7ade\u4e89\u5bf9\u624b\u70e7\u7684\u94b1\u5c11\u3002<\/span>\n<\/section>
\n \n \n \u7ed3\u8bba<\/span>\n <\/strong>\n <\/span>\n<\/section>
\n \u8981\u5c06\u6240\u6709\u8fd9\u4e9b\u5e94\u7528\u5230\u60a8\u6700\u559c\u6b22\u7684 SaaS \u4e1a\u52a1\uff0c\u6211\u4eec\u8fd8\u9700\u8981\u8003\u8651\u4ee5\u4e0b\u51e0\u4e2a\u95ee\u9898\uff1a<\/span>\n<\/section>
\n 1. \u7b79\u96c6\u7684\u603b\u8d44\u672c\u662f ARR \u7684\u591a\u5c11\u500d\uff1f<\/span><\/span>\n<\/section>
\n 2. \u603b\u73b0\u91d1\u6d88\u8017\u662f ARR \u7684\u591a\u5c11\u500d\uff1f<\/span><\/span>\n<\/section>
\n 3. \u4e0e\u4e0a\u8ff0 21 \u5bb6\u516c\u53f8\u76f8\u6bd4\uff0c\u5b83\u7684\u6392\u540d\u5982\u4f55\uff1f\u662f\u66f4\u63a5\u8fd1 Zoom \u8fd8\u662f Domo\uff1f\u516c\u53f8\u5728 Rule of 40 \u4e2d\u7684\u5f97\u5206\u662f\u591a\u5c11\uff1f\u8fd9\u662f\u5426\u6709\u52a9\u4e8e\u89e3\u91ca\u516c\u53f8\u7684\u8d44\u672c\u6548\u7387?<\/span><\/span>\n<\/section><\/p>\n","protected":false},"excerpt":{"rendered":"

\u5728\u8fc7\u53bb\u7684 30 \u4e2a\u6708\uff082017 \u5e74\u4e0b\u534a\u5e74\u540e\uff09\uff0c\u603b\u5171\u6709 21 \u5bb6\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u3001\u4e14\u53d7 VC \u652f\u6301\u7684 SaaS \u516c\u53f8 […]<\/p>\n","protected":false},"author":1,"featured_media":1889,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23,18],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/263"}],"collection":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=263"}],"version-history":[{"count":1,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/263\/revisions"}],"predecessor-version":[{"id":266,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/263\/revisions\/266"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/media\/1889"}],"wp:attachment":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=263"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}