White Paper


Could 2020-2030 be the Golden Age?

In the past few years, the number of enterprise Software-as-a-Service (SaaS) companies going public has increased significantly. Once a nascent and unproven way of serving and selling software, we believe SaaS has become the de-facto business model for both startups and incumbents. While not new, its addressable market and growth seems to have caught many investors by surprise. In this paper, we review the state of the public SaaS market today and aim to answer three questions:

  • Why do so many public SaaS companies exist today?
  • How do SaaS companies today differ?
  • What’s the investment opportunity for SaaS over the next decade?

Download ARK’s white paper to learn more about “Software-as-a-Service” (SaaS) and its potential impact on future business models.

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