SaaS pricing shifted faster in 2026 than in the previous five years. ServiceNow, Salesforce, HubSpot and Docusign rebuilt their billing around credits and outcomes — but buyer spend hasn't caught up, with usage-based pricing still just 4-6% of software spend. This report breaks down what actually replaced the seat, why usage-priced companies retain 108% of revenue versus 98% for seat-priced ones, and the real levers (retention, pricing uplifts, packaging) most SaaS CEOs are leaving on the table.
The SaaSpocalypse is over. Data on why investors are back to paying for 80% gross margins — recovery, multiples, AI margins, and retention through July 2026.
Venture came back in 2026, but not for everyone. 83% of software dollars went to AI. Here's the real bar at seed, Series A and Series B for everyone else.
August 21, 2026
A data-backed guide for SaaS CEOs preparing to sell, covering the 24-month prep timeline, the 8 metrics that drive your multiple, NRR improvement plays, deal killers to avoid, and how competitive process design adds 20–40% to net proceeds.
Evaluating whether to build AI-powered SaaS products and agentic workflows on top of proprietary models from Anthropic, OpenAI, and Google, or on open-weight alternatives like DeepSeek, GLM, Qwen, Kimi, Llama, and Mistral
Founders can now access liquidity without selling or waiting for an IPO. A complete guide to the four liquidity structures, valuation multiples, and deal playbooks for selling secondary shares and completing minority recaps when at $10M to $200M in ARR
Ranking the Top 250 Saas Venture Capital Firms, plus valuations, revenue multiples, M&A deals, and so much more
