Series B Market Analysis

SaaS Series B Market Analysis Template

Professional template for SaaS companies conducting Series B market analysis. Focus on international expansion, market leadership positioning, and competitive moats for $15M-50M funding rounds.

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Series B SaaS Market Analysis Focus Areas

Critical analysis areas for SaaS companies at Series B stage, focusing on scale and international expansion

Global Expansion

International market entry and localization strategies

Platform Moats

Network effects and customer switching costs

Market Leadership

Category dominance and thought leadership

Team Scaling

Global team expansion and culture scaling

Comprehensive Template Sections

Each section includes SaaS-specific frameworks, competitive analysis tools, and Series B investor expectations

Executive Summary

  • Series B positioning and growth capital objectives
  • International expansion roadmap and priorities
  • Market category leadership thesis
  • Platform differentiation and network effects

Global SaaS Market Analysis

  • International SaaS market sizing ($400B+ by 2025)
  • Regional market penetration analysis
  • Data sovereignty and compliance requirements
  • Channel partner and reseller strategies

Competitive Intelligence

  • Competitive feature matrix and positioning
  • Platform network effects and switching costs
  • Market share trends and customer wins/losses
  • Pricing strategy and value-based positioning

Customer Expansion Strategy

  • Net revenue retention optimization (130%+ target)
  • Upsell and cross-sell product development
  • Customer success and retention programs
  • Enterprise account expansion playbooks

Product & Platform Development

  • Platform architecture and scalability roadmap
  • API ecosystem and third-party integrations
  • Customer-driven feature prioritization
  • Enterprise security and compliance features

Financial Performance

  • ARR growth projections and milestone tracking
  • International revenue contribution modeling
  • SaaS metrics optimization (LTV/CAC, churn, NPS)
  • Path to profitability and Series C readiness

Series B SaaS Investor Expectations

Understanding what Series B investors look for in SaaS companies seeking growth capital

International Scalability

Proven ability to expand globally with strong unit economics and market-specific go-to-market strategies

Platform Network Effects

Strong network effects, API ecosystem, and high customer switching costs that create sustainable moats

Best-in-Class Metrics

Top-quartile SaaS metrics including ARR growth, NRR, customer acquisition efficiency, and retention rates

Frequently Asked Questions

Common questions about SaaS Series B market analysis and fundraising

What SaaS metrics are most important for Series B investors?

Key metrics include ARR growth rate (100%+ annually), net revenue retention (130%+), gross revenue retention (90%+), LTV/CAC ratio (3:1+), payback period (<18 months), and gross margins (75%+). International expansion metrics and market penetration rates are also critical.

How do I demonstrate competitive moats in a crowded SaaS market?

Focus on network effects, data advantages, integration ecosystems, customer switching costs, and brand recognition. Quantify these with customer retention rates, expansion revenue, integration dependencies, and competitive win/loss analysis.

What international expansion factors should SaaS companies analyze?

Consider data localization requirements, compliance frameworks (GDPR, SOC 2), local payment methods, currency fluctuations, market-specific feature requirements, and competitive landscapes. Include cost analysis for localization, support, and go-to-market investments.

How should I position against established enterprise software players?

Emphasize modern architecture, user experience advantages, faster deployment, better integrations, and customer-centric innovation. Highlight specific use cases where legacy solutions fall short and demonstrate customer migration patterns from incumbents.

What market size should Series B SaaS companies target?

Target addressable markets of $5B+ with demonstrated 15%+ annual growth rates. Show clear market category definition, competitive positioning within broader markets, and realistic market share capture assumptions based on current traction and expansion plans.

How do I model international revenue contribution?

Model market entry timelines, local sales ramp periods, currency impacts, and market-specific pricing strategies. Include customer acquisition costs, support requirements, and competitive dynamics for each target market. Show realistic penetration rates based on comparable company data.

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