Invictus Growth Partners announced that Erik Nierenberg has joined the firm as a Partner, bringing more than 20 years of B2B software leadership. Nierenberg most recently served as CEO of Litmus, scaling direct sales at a 55% compound annual growth rate and EBITDA at 63% before its acquisition by Validity. The firm also expanded its Invictus Guild with four senior operating advisors, bolstering its hands‑on value‑creation capabilities. Invictus manages over $1 billion in assets and is deploying $574 million from newly closed funds, leveraging its AI‑driven DIANE platform for portfolio growth.
🚨 New 2026 Andreessen Horowitz prediction. A turning point is coming to financial services & insurance 👇 By 2026, the risk of *not* replacing legacy systems will exceed the risk of change. Major institutions will let long-standing contracts expire and...
Enterprises are adopting two distinct context databases—operational and analytical—to serve as the new system of record for AI agents. Operational databases capture procedural knowledge and trade secrets, while analytical databases encode metric definitions and reasoning logic. The article emphasizes that...
it was a blast to back Nir Zicherman a second time, and we're not surprised to see another round get done so quickly. Thanks for including Homebrew https://lnkd.in/gEgWQAXE
In just a few years, James Hawkins (@james406) took PostHog from an idea hacked together right before YC's W20 deadline to a unicorn powering product analytics for thousands of teams. He joins YC's @bradflora to talk about surviving six months of...
I had CEOs at 2 @saastrfund portfolio companies turn down M&A offers this year that would have made them nine figures. I would have been equally proud of them either way. In fact, I told both to seriously consider the deals....
Founding B Capital partner Kabir Narang has left the firm to create a new investment platform slated for 2026 that will target AI‑driven technology and global capital flows. Narang, who joined B Capital in 2017 and helped back Indian unicorns such as...
If you want proof of what a good deal YC is for founders, I just told a UK startup I've invested several million pounds in that I'd be happy if they wanted to do YC. I'd get diluted alongside them,...
We just helped a founder get acquired for $1,650,000 on @acquiredotcom. Business was a bootstrapped SaaS. Multiple 4.8x profit. Took about 85 days from listing to close. 100% cash at closing. This was a life changing outcome for an amazing entrepreneur. https://t.co/zI8Ght5LNS
Marketing Evolution, a marketing‑analytics specialist, announced a new financing round led by existing investor Insight Partners. The capital will accelerate development of its AI‑ready data infrastructure and expand the go‑to‑market effort for the Mevo platform. Mevo is positioned as an...
What people think is core - the biggest asset - to their business is often not what they think it is. For example: for Uber, is the core the app? Not really. The core is their supply and demand sides.
A new OpenAI study finds AI saves white‑collar workers 54 minutes daily, translating to roughly $7,282 of recovered productivity per seat each year. Current SaaS pricing—ChatGPT Plus, Microsoft 365 Copilot, Google Workspace AI, and Gamma—captures only 3‑5% of that value,...

In this episode, Siobhan Nolan Mangini, Bob Kocher, and Bryan Roberts review their 2026 healthcare forecasts, highlighting where their AI predictions have already proven accurate and outlining upcoming challenges such as inflation pressures and the controversial "TrumpRx" policy. They assess...
Strong agree + And an Iron stomach when you are wrong which happens a lot. Venture capitalists live in low probability-high impact equations that are filled with uncertainty. Hence you need courage.
.@Veriff is the identity layer for the internet: matching people to government-issued IDs with a selfie so companies can verify users instantly and stop fraud at global scale. What began in Estonia has grown into one of the world’s leading identity...
In this episode, Charles Dunn and Ruth McKernan of SV Health Investors discuss their hybrid model of creating biotech companies and making later‑stage venture investments, highlighting how this structure diversifies risk for LPs and enables cross‑stage learning. They showcase recent successes,...
I get 10+ LPs per day email me stating they listen and love our weekly show with @jasonlk and @rodriscoll. Continues to amaze me how few truly see the strategic value of targeted content.

A new study from OpenAI shows AI saves the average white-collar worker 54 minutes per day. Where does all that value go? BLS data shows median weekly earnings for full-time workers hit $1,165 in Q3 2024, or $60,580 annually. Across 2,080...
People don’t want to buy software or platforms or even products They want to buy outcomes
Unpopular opinion: You cannot sell AI to large enterprises and expect usage and retention without an FDE model managing implementation and customisation. They will not buy and apply. The art is in implementation.

Come learn for FREE each week from the best in B2B AI! Sign up for FREE SaaStr AI Workshop Wednesdays here . I see this pattern every single financial planning season. I’m seeing it right now. And honestly, it drives...
I’m going to be straight with you. I don’t know the “right” way to calculate Rule of 40. I’m a metrics sensei by many standards, but this one sparks religious debates with CFOs, FP&A directors, and VC friends across stages....
How @Polymarket @shayne_coplan Made @Kalshi @mansourtarek_ Raise Their Game: " An industry truly becomes an industry when there's a rivalry. Without Polymarket, we wouldn't have pushed our marketing and pushed our product as hard. Without us, they wouldn't have pushed their marketing and...
Questom (https://t.co/Q2E0SQDDAz) builds AI agents that answer inbound B2B calls, emails, chat, and SMS, collect order details, and generate quotes and updates, so customers get faster answers and teams close more deals. https://t.co/oR2FjXphN5 https://t.co/Ik1N9LLYOo
Having invested in RedNote in 2014 and Musical.ly back in 2015 which turned into TikTok, I had a front row seat to watch the rise of social media and its transformation into web 2.0. Now is the time for generative...

Solve Intelligence (@SolveIntel) has raised a $40M Series B to build the AI platform for patents and launch Charts, a new product for patent claims charts. Since last year, they’ve grown ARR more than 10x to reach 8 figures, are profitable,...

embodied ai is clearly undergoing a renaissance driven by progress in foundation models in this essay, i dive into substantive progress in the last 12 months, anchoring on @stateofaireport, with case studies from @SereactAI @wayve_ai @nvidia @allen_ai https://t.co/qHsMlJckuu
Why it makes sense that PR experts are starting venture firms Veteran flack Lulu Meservey , the author of the viral “Go Direct” manifesto, is launching a VC fund. But does the industry really need comms experts funding companies? On...
Big Picture: Does this $NFLX-$WBD “mega-deal” even matter? On TWiST, I suggest that these much-hyped media consolidation deals are essentially re-arranging the deck chairs on the Titanic, the equivalent to a bunch of high-profile magazines and publications swapping hands just...
Been working on something new at @acquiredotcom. After helping 1000+ founders exit, we’re hoping to also help startups grow next. Coming soon! https://t.co/pVBggapdgh
Here’s how Zapier managed an entirely-remote workforce YEARS before COVID lockdowns made them mandatory. On our latest TWiST Flashback, Lon Harris and Alex Wilhelm check out a 2016 chat between me and Zapier mastermind Wade Foster. Back then, the automation...

What's your start-up worth? And what are the odds you'll get funded? Find out in seconds with SaaStr AI Valuation Calculator -> https://t.co/jvgsU2zIKA https://t.co/jUHBqpNXte

right there, a state of ai report prediction, done imagine the alpha you get reading those 300 slides… https://t.co/ziEeEhZm1I
I sat down with Sequoia's new stewards, @gradypb and @Alfred_Lin. Maybe a bit selfishly, I spent almost the entire time asking them about the tactics of how to do venture capital well. I got a ton out of it and hope...

Is Harvey cheap or expensive at $8B? If it triples again in 2026, may be "cheap" We'll see https://t.co/Hx5bmcTbeU
Took a process that typically takes 6 years down to 1 month. Solugen is bringing software timelines to the chemicals industry.
People fall in love with ideas because ideas never fight back. Execution does. It exposes your blind spots, your patience, your habits and your excuses. Most founders learn more from the first week of doing than the first year of...
The best founders treat ideas like hypotheses. Execution is their science. They run experiments, gather evidence, and adjust without getting sentimental. That discipline compounds faster than inspiration.
EquipmentShare filed their S-1 today
$1M to $100M in 2 years is an incredible run
It is so straightforward to get money signed and wired on a SAFE that many founders are thrown for a loop when they do their first priced round. That process can take several months from term sheet to redlines to...
What Makes @Alfred_Lin @sequoia So Good? "Alfred is a very unique investor in many dimensions 1. He's not the type of investor to make strong, simplistic statements. Alfred's answer to everything is very nuanced, uninteresting and uninspiring. But it tends to be the...
We Version One Ventures often get asked what’s our AI investment strategy is so we thought we’d share these reflections that we prepared for our LPs recently. At a high-level: - We’re seeing a slower take off toward super intelligence...
Investors, when you put down a term sheet as a lead for the round and you only commit to 50% or less of the round, you are just showing a lack of commitment. That simple. Be bold.

Nothing beats a one on one catch up but damn it's cool to hear a portfolio founder update via a live earnings call. $334M annual run rate. 117% YoY Q3 revenue growth. 70% gross margins. GAAP profitable company-wide. What a company. https://t.co/2SlwkNCLz0
A role of a pre-seed investor is to guide your founders to VCs that are most likely to do the deal. Throwing them into Sequoia, Accel and Index too early is like throwing SBF into the compliance team, shouting “good...
Raising money from Lulu is like having a reality distortion field conjurer in your corner. Highly prized, incredibly rare.
One of the tougher reads in venture, at least for me, is the Larger Than Life CEO. The one so compelling, so driven, so charismatic, that you basically assume the product has to be as good. Vs. the introvert CEO...
Anyone building going through a low moment - this thread is for you. What incredible tenacity. And a reminder as an investor that the people make all the difference. Early stories over overcoming hardship aren’t necessarily...
Releasing an Uncapped pod tomorrow with @gradypb and @Alfred_Lin. By far the most detailed episode we've ever done about the craft of venture and I loved it. https://t.co/tzoq4gsVOw