Know What's Happening in SaaS
Perfios posts 46% profit jump and 20% revenue growth in FY25
Bengaluru‑based fintech SaaS unicorn Perfios reported a 46% rise in consolidated net profit to ₹104.3 cr and a 20% increase in operating revenue to ₹669.5 cr for FY25, with SaaS services making up over 95% of its revenue. The company also completed three strategic acquisitions in 2025 and appointed a former SBI executive to its leadership team.
Also developing:
By the numbers: Beautiful.ai raises $45M from General Catalyst’s CVF fund
In this solo episode, Rob Walling tackles listener questions about product positioning, debating vertical, orthogonal, and horizontal strategies for bootstrapped SaaS founders, and examines whether AI now makes inventing a new category viable. He stresses evaluating how much a product must change and the founder's market reach before shifting focus, and advises on updating positioning post‑launch. The episode also covers breaking mental blocks to launch, choosing between local and global marketing, and a brief look at reverse statistics using self‑driving car predictions.
In the episode, Jakob Lilholm, CEO of Formalize, explains how the company timed its transition from a single‑point whistleblowing tool to a multi‑product GRC platform by leveraging EU regulatory trends and an S‑curve model to launch product 2 before product 1 peaked....
I've got a new job. Not leaving my old ones, but... alongside my friends @adamdoppelt & Nathan Kriege, we're launching https://alertmouse.com today -- just think "what if Google Alerts was really good at tracking web mentions, instead of completely useless?" We built...
The post teaches B2B SaaS founders how to combine LinkedIn Sales Navigator’s up‑to‑date professional data with Clay’s enrichment and automation to create high‑quality, verified ABM lead lists. It walks through precise LinkedIn searches, exporting via Chrome extensions, email verification, then...
The post outlines a step‑by‑step framework for turning SaaS leads into paying, retained customers by building five interlocking systems—ABM lead sourcing, content creation, advertising, sales, and customer success—and measuring unit economics before scaling. It emphasizes calculating target CAC and CPL,...
The post argues that measurable data is the foundation of predictable SaaS growth, urging marketers to build comprehensive dashboards and weekly KPI sheets that track revenue, CAC, NRR, and funnel metrics. It outlines a step‑by‑step process—from setting up visual revenue...
This edition of “This Week in SaaS” surveys the latest wave of AI‑centric funding, high‑profile M&A and SPAC filings, underscoring how investors are gravitating toward vertical AI integration and secure enterprise orchestration. The author highlights key takeaways for founders—building modular,...
The SaasRise CEO Mastermind recap for the week of October 19‑23, 2025 distills ten actionable insights from founders on scaling smarter—ranging from holiday sales tactics and M&A fee negotiations to hyper‑personalized outreach, PLG‑driven vertical SaaS, and AI‑accelerated product development. Across...
The post explains why mastering SaaS unit economics—especially CAC, LTV, ARPA, churn, and lifespan—is essential for predictable, scalable growth, showing how these metrics determine the LTV:CAC ratio and payback period. It walks readers through calculating each metric, setting target CAC...
The post outlines how SaaS and B2B companies can create a repeatable "content machine" that delivers one high‑quality piece of content each week, repurposes it across email, LinkedIn, blogs, ads, and SDR outreach, and tracks brand impressions to reach a...
The post explains that SaaS founders can dramatically lower Customer Acquisition Cost and scale ads by focusing on conversion rate optimization (CRO) across the entire funnel, not just on generating leads. It outlines a step‑by‑step framework—tracking the right metrics, improving...
The Oct 21, 2025 Enterprise SaaS Mastermind call covered five practical themes: optimizing holiday‑season sales pipelines with early‑sign incentives and deferred starts; evolving content personalization using AI‑driven cold emails and segmented newsletters; launching a low‑friction PLG product for hotel reputation management as...
“Many of the projects I do with Claude day to day I just wouldn't have done at all pre-Claude.” One of the underestimated impacts of AI agents will be the fact that work will just change in unexpected ways because we’ve...
The latest data from @cartainc is brutal. Of 547 Series B deals in 2018: - Figma did 100x ... but - 39% are worth 1x or less - Only 34% are worth 2x or more after 7 years But - 11.7% do achieve...
Human Interest, a $1.4 billion‑valued 401(k) admin startup, sued rival Guideline in Utah federal court alleging that three Sterri brothers, two of whom were junior sales reps at Human Interest and one a Guideline employee, stole confidential lead data, partnership information...
The #1 mistake I see founders hiring their first VP of Sales? Hiring someone they like. That talks the talk. But that never understands the product. https://t.co/xqO0h14EFc
Founder: I’ve got 35 AI agents now. They're making me 100x more productive! Me: And you’re still on Zoom calls all day??? [Founder nods.] Me: Then you’re missing the whole point of AI. Founder: What do you mean? Me: You’re trying to bend AI to...
LexisNexis CEO Sean Fitzpatrick announced that the company’s new AI platform, Protégé, is moving beyond research to generate draft legal documents, promising higher accuracy by grounding output in its 160 billion‑document corpus and a built‑in citator to prevent hallucinated citations. The...
Mantle (https://t.co/acxDq4HklH) is the operating system for every company. Tell Mantle about the grunt work you do and it does it for you in the background, exactly how you would, directly in your stack. Let Mantle do the boring stuff for...
As the world follows every whisper & rumor from AI, what has happened to public SaaS? The answer is not much! All the fun is in the private markets. Multiples haven’t moved outside of a narrow band since the post-Covid crash in...
Datadog Security Labs identified a new phishing method called CoPhish that hijacks Microsoft Copilot Studio agents (called Topics) to present fake login or consent flows, tricking users into granting OAuth permissions and handing attackers tokens that provide access to email,...
PlayVision (@playvisionai) is the AI Moneyball for Sports: the future for scouting, recruiting, and playing the game. After scouting for Cal Athletics, the team built PlayVision to automatically analyze film for basketball teams, giving them 10x more insights— in 10% of...
My biggest takeaways from Dhanji Prasanna, CTO of @Blocks: 1. Block’s internal AI agent "Goose" is saving employees on average 8 to 10 hours per week. The company built an open-source tool called Goose that handles tasks from organizing files to...
Companies are facing a surge in AI‑generated fake expense receipts that are increasingly indistinguishable from real documents, forcing businesses to rework expense verification. AppZen says AI‑generated expenses rose to 14% of fraudulent submissions in September 2025 from 0% in 2024,...
Bonfire Ventures partner Brett Queener warns that AI‑driven “agentic” software forces a new SaaS playbook: companies must ship major product updates roughly every 30 days or risk being outcompeted. He advises starting small with demos and rapid trials, embedding continual...
Strength-training app Ladder has launched Ladder Nutrition, a built-in calorie and macronutrient tracker that lets users log food via photo, barcode scan, text or voice and includes a protein mode, streaks and gamified reminders. The tool uses multiple AI models...
Australia’s competition regulator has sued Microsoft, alleging it misled up to 2.7 million Microsoft 365 Personal and Family subscribers by pushing auto‑renewals after adding Copilot and failing to disclose a lower‑priced “Classic” option. The ACCC says emails and a blog...
Dennis Yang, Chime’s principal product manager for generative AI, says he uses Cursor as a no‑code product‑management hub to generate PRDs, push documentation to Confluence/Notion, create Jira tickets, and automate status reports and comment replies. His workflow leverages Model Context...
While this may be a more extreme exaggeration, there is a substantial capability overhang in the form of things that AI models can do but have not been uniformly adopted for yet. When I talk to enterprises, it’s clear that most...
Today your B2B product has to deliver immediate "WTF" value now. Not "interesting." Not "I'll think about it." Holy Cr*p, Almost Instant Value. The old playbook of annual releases, 12-month enterprise rollouts, and quarterly webinars? Dead. 🧵Here's what's replacing it...
Microsoft said CEO Satya Nadella will receive $96.5 million in total compensation for fiscal 2025, a 22% increase from the prior year, with $84 million in performance‑based stock awards emphasizing long‑term value creation. The raise comes amid blockbuster company results...
AI startups are printing cash. Live on @acquiredotcom: AI platform helping marketers maximize every dollar. Automating research, creative testing and scaling campaigns. > $1.15M ARR > $798K TTM revenue > $678K TTM profit > 997% YoY growth Full listing: https://t.co/jNAVKv3ABY https://t.co/GOthuI0JQl
Selling to customers is so much nicer than selling to investors.
Higgsfield, a mobile‑first AI video and image platform, is gaining rapid traction with a “click‑to‑video” UX that eliminates prompting and produces cinematic short clips via curated presets. The startup has attracted over 11 million users and 1.2 billion social impressions...
Strategy isn't just a trendy term—it's about making a series of courageous, coordinated decisions. In our newest Playing to Win: Practitioners Insight, @RogerLMartin and I explore why effective strategy begins with a distinct aspiration, a strategic playing field, and a...
RPO reveals your future revenue. 📈 Track it. Grow it. Use it to tell a stronger story. New SaaS Metrics School episode is live 👇 https://t.co/gchRtmCwJr #SaaS #SaaSMetrics https://t.co/IIQl3eHxfb
Veteran founder Jason Lemkin offers practical advice for first‑time founders pitching VCs: rehearse with experienced founders, craft a compelling opener that highlights your top growth metrics, be candid about weaknesses without leading with them, and deliver a strong product demo....
Play Health (@playhealthco) is setting a new standard for perimenopause care through comprehensive in-app tracking combined with hormone testing to provide data-driven insights that support faster care and improved outcomes. https://t.co/Sff2rkedc7 Congrats on the launch, @a_mazzocchi and Ian!
Before $10m ARR, Do not hire a VP of Sales that mainly talks about process You are too early for them
At Dreamforce 2025 Slack pitched an upgraded Slackbot and an agents-first vision that positions Slack as the workplace operating system and front end for Salesforce’s Agentforce/CRM stack. The company says Slackbot’s contextual awareness—pulling team and channel data—lets agents live alongside...
My favorite part of running @acquiredotcom is seeing entrepreneurs win. The founders who bootstrapped through hard months. The ones who landed their 1st customer. The ones who just sold their startup and changed their life. Every win reminds me of why this...
Either sell extremely expensive to a select few or sell something super cheap to everyone. The middle is where people die.
We all know how much AI has already changed customer support But it's not cheap Across all my investments in the space, the average price to resolve or reflect a ticket is about $1 For complex issues, around $5 in tokens etc That's much...
Software is waking up again. Ten years ago, apps were the frontier. Screens were canvases. Curiosity was the culture. Then the App Store froze. The same grids, the same playbooks and the same incentives repeated endlessly. We optimized everything except imagination. For a while,...
Yes, ‘prosumer’ vibe coding apps like @Replit are best at CRUD and CRUD+AI apps today. But that also means if you have some experience building CRUD apps … that you can just fly when you ‘vibe’ your next one. All the stuff...
"A 75% fit with @altosvc + @20vcFund? That's huge. It was exactly who we'd hoped for." Sign up for waitlist for SaaStr AI VC -> https://t.co/Eg5TFmnXmm https://t.co/r9Ct5KFhbP
If your ARR is flatlining, the problem is simpler than you think..
The new SaaStr AI VC Matchmaking tool has already made 116 VC intros in https://t.co/P5GuMbTEG9 https://t.co/RzkMeULyjI
I vibe coded a simple CRUD app that is now generating a little bit of revenues using @lovable_dev. It took me about 5 days to build. Here's what it does, and how it came together...
If you’re looking to build an AI business in 2025… Here’s something you need to know. Everyone’s been chasing the $300Bn SaaS industry. But that’s not the real prize. The real prize, the real disruption for new AI businesses? It's the $6Trillion knowledge worker Industry.
