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.
Critical analysis areas for SaaS companies at Series B stage, focusing on scale and international expansion
International market entry and localization strategies
Network effects and customer switching costs
Category dominance and thought leadership
Global team expansion and culture scaling
Each section includes SaaS-specific frameworks, competitive analysis tools, and Series B investor expectations
Understanding what Series B investors look for in SaaS companies seeking growth capital
Proven ability to expand globally with strong unit economics and market-specific go-to-market strategies
Strong network effects, API ecosystem, and high customer switching costs that create sustainable moats
Top-quartile SaaS metrics including ARR growth, NRR, customer acquisition efficiency, and retention rates
Common questions about SaaS Series B market analysis and fundraising
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.
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.
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.
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.
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.
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.
Download our comprehensive SaaS Series B template and access additional resources for your fundraising journey.