Best SaaS Valuations Newsletters in 2026

NewsletterFIT tracks 7 newsletters that cover SaaS valuations as a primary topic, 5 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Clouded Judgement (89K), Next Big Teng (9K) and Breaking Metrics (1K).

Updated Nov 7, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    Clouded Judgement89K subscribers

    SubstackWeekly · last post 8 days ago

    From recent posts: Clouded Judgement publishes weekly long-form essays analyzing emerging AI architectures, safety proposals, and market dynamics, paired with quarterly financial analyses of SaaS valuation multiples. The publication…

    Likely audience: ML engineers

  2. 2
    Next Big Teng9K subscribers

    SubstackMonthly or less · last post Aug 7, 2026

    From recent posts: Next Big Teng analyzes late-stage venture trends, covering SaaS valuation resets, commercial space IPOs, and defense maritime technology. It targets investors tracking specific corporate events and emerging…

    Likely audience: SaaS founders

  3. 3
    Breaking Metrics1K subscribers

    Substacklast post Jul 16, 2026

    Civil engineer and investor writing about markets, geopolitics, and how real-world systems break.

    Likely audience: Infrastructure investors

  4. 4
    Founder Weekly—

    beehiivEvery two weeks · last post 3 days ago

    From recent posts: Founder Weekly publishes weekly reports on AI productivity, startup economics, and venture capital trends for founders and investors. The publication mixes original articles on product development and business…

    Likely audience: Venture capitalists and investors

  5. 5
    Expanse Stocks—

    SubstackEvery two weeks · last post 15 days ago

    Knowledge Base for Quality & Growth Investing

    Likely audience: Private equity investors

  6. 6
    bizalmanac—

    SubstackMonthly or less · last post Aug 26, 2026

    Growing, competitively advantaged businesses, run by returns focused managers

    Likely audience: Individual investors

  7. 7
    Ev's Prime Meridian 4K subscribers

    Substacklast post May 10, 2023

    From recent posts: Ev's Prime Meridian publishes weekly articles on SaaS metrics, fintech funding, and venture capital strategy for investors and industry professionals. The publication mixes in-depth analysis of specific companies and…

    Likely audience: SaaS founders

Latest posts from these newsletters

Browse all topics