J
Americansaasb2b-softwareventure-capital

JASON LEMKIN

Founded SaaStr, the world’s largest SaaS community, and built a VC career entirely around B2B software

Netfigo Verdict
on Jason Lemkin

Jason Lemkin built SaaStr into the world’s largest community for SaaS founders — over 100,000 members, a massive annual conference, and a media empire of content about recurring revenue. He also runs a fund that’s backed companies like Algolia, Pipedrive, and Talkdesk. He’s basically the guy who turned "annual recurring revenue" into a religion and then became its pope.

Net Worth

$300 million

Nationality

American

Time Horizon

Long-Term

Risk Appetite

5 / 10

Net Worth Context

  • · 300x the average American's lifetime earnings, stacked and waiting.

CAREER & BACKGROUND

Lemkin co-founded EchoSign, an electronic signature company, and sold it to Adobe in 2011 for over $100 million. After the exit, he started blogging about SaaS metrics and business building.

The blog exploded.

In 2012, he founded SaaStr, which grew from a blog into the world’s largest SaaS community. The annual SaaStr conference draws over 15,000 attendees.

He became the go-to voice for B2B SaaS founders on topics like pricing, churn, CAC payback, and growth.

He also founded SaaStr Fund, investing in early-stage SaaS companies. Notable investments include Algolia (search-as-a-service), Pipedrive (CRM), Talkdesk (contact center), and dozens of other B2B software companies.

COMPANIES & ROLES

SaaStr — the world’s largest SaaS community, conference, and media platform. Over 100,000 members.

SaaStr Fund — early-stage VC fund focused exclusively on B2B SaaS.

EchoSign — electronic signature company sold to Adobe for $100M+ in 2011.

INVESTING STYLE & PHILOSOPHY

Lemkin invests exclusively in B2B SaaS. He evaluates companies on SaaS-specific metrics: ARR growth, net revenue retention, CAC payback period, and magic number.

He’s developed a framework that’s become industry standard.

His edge is the SaaStr community itself. Thousands of SaaS founders share data and insights through the platform, giving Lemkin proprietary deal flow and real-time market intelligence.

THE PLAYBOOK

Risk Approach

Moderate. B2B SaaS is one of the more predictable venture categories — recurring revenue provides visibility, and the metrics framework lets you assess risk quantitatively.

Lemkin’s investments are guided by data, not gut feeling.

Money Habits

Lemkin lives in the Bay Area and is extremely visible on social media. He answers thousands of questions from SaaS founders on Quora and Twitter.

He runs SaaStr like a media company — content-first, community-driven.

BIGGEST WIN

EchoSign to Adobe was the personal win. In investing, Algolia has grown into a major company valued at over $2.25 billion.

Talkdesk reached a $10 billion valuation. Pipedrive was acquired for $1.5 billion.

BIGGEST MISTAKE

Lemkin has been candid that some of his early SaaStr Fund investments didn’t work. B2B SaaS has a high failure rate despite the predictable metrics — many companies reach $1-5M ARR and then plateau.

He’s spoken about the difficulty of distinguishing companies that will scale from those that will stall.

FINANCIAL PHILOSOPHY

Lemkin believes that B2B SaaS is the best business model in software because recurring revenue creates predictable, compounding growth. His framework for evaluating SaaS companies — the "SaaStr benchmarks" — has become the industry standard.

FAMILY & PERSONAL LIFE

Lemkin is based in the Bay Area. He’s active in the SaaS community and transparent about his life, but keeps family details relatively private.

EDUCATION

Stanford University for undergrad, then Harvard Law School. He practiced law at Wilson Sonsini before founding EchoSign.

The law background gave him expertise in contracts that directly informed the electronic signature business.

BOOKS & RESOURCES

From Impossible to Inevitable by Aaron Ross and Jason Lemkin himself is their co

Authored guide to hypergrowth

As an Amazon Associate, Netfigo earns from qualifying purchases. Book links above may be affiliate links.

QUOTES (5)

If your net revenue retention is above 120%, you can screw up almost everything else and still build a big company.

growthmetricsSaaStr blog, 2019

I sold EchoSign to Adobe and thought I’d retire. Then I started answering questions on Quora and accidentally built the world’s largest SaaS community.

communityentrepreneurshipConference talk, 2018

SaaS is the greatest business model ever invented. Recurring revenue. Negative churn. 80% gross margins. What’s not to love?

business-modelinvestingSaaStr Annual keynote, 2020

The best SaaS founders are obsessed with one customer problem. The worst are obsessed with their competitor’s features.

focusfoundersTwitter/X, 2021

I answer 100 SaaS questions a week because every question teaches me something about what’s breaking in the market.

communityinvestingPodcast, 2019

NETFIGO SCORE

Proprietary 5-dimension investor rating

NETFIGO ORIGINAL

Risk Appetite

5
Treasury bondsLeveraged crypto

Contrarian Index

4
Pure consensusExtreme contrarian

Track Record

7
One-hit wonderDecades of wins

Accessibility

9
Billionaires onlyCopy-paste strategy

Time Horizon

Day Trader
Swing
Medium-Term
Long-Term
Generational

Head-to-Head

Compare Jason Lemkin vs another investor.

Are you a Jason type?