Today's SaaS Pulse
Salesforce Launches AgentExchange, a Unified AI Marketplace with $50M Builder Fund
Salesforce has merged its three app and AI stores into a single AgentExchange marketplace, offering over 13,000 ready‑made apps, AI agents, and automation components. The platform features intent‑aware search, one‑click buying, and instant activation within Salesforce or Slack, and includes a $50 million builder fund to encourage partner development.
Also developing:
By the numbers: Loop raises $95M to scale its supply‑chain AI platform
Will The Trade Desk Right-Size Its Margins?
The episode dissects the Trade Desk’s ongoing tension over its OpenPath platform, agency relationships, and high margin model, especially in light of recent earnings and competition from Amazon DSP. Guest Sarah Caputo argues that the Trade Desk’s effective take rate of around 20% is unfair, citing hidden fees, lack of transparency, and the impact on advertisers’ ROI. Panelists discuss the trade‑off between the platform’s premium service and its cost structure, and whether the industry should demand lower, more transparent margins. The conversation also highlights how agencies and brands are grappling with undisclosed add‑on fees that can erode campaign performance and credibility.
AI Founders Are a Tiny Minority—Run Past the Rest
I'm really excited for young founders right now. If you're building with AI today, you're the yellow and red on this chart. Tiny sliver of the population. The green and the gray are the 84% of people who have never touched...
Exclusive: LucidLink Enables Collaboration Directly on Object Storage
LucidLink Corp. launched LucidLink Connect, a feature that lets enterprises mount S3‑compatible object storage as a live file system, enabling real‑time collaboration without data migration. The platform streams files on demand, using byte‑range reads, caching and parallel TCP streams to...
Credit‑Card Trials Double Revenue Efficiency vs Freemium
If 1,000 people land on your website… How much revenue do you actually generate? Kyle Poyar , ChartMogul and ProductLed analyzed 200 SaaS & AI companies for our 2026 Funnel Report. Here’s what happens with 1,000 visitors: Freemium 1,000 visitors...
Building the ROI Case for AP Automation – Webinar Highlights
Controllers Council hosted a webinar, sponsored by AvidXchange, on building a data‑driven ROI case for accounts‑payable (AP) automation. Speakers highlighted the hidden costs of paper‑based AP, from lost invoices to error‑driven delays, and outlined six ROI categories such as labor...
Cloud-Based EHR Systems: Achieving Security and Migration Success
Cloud‑based electronic health records (EHR) are replacing costly on‑premises systems, as illustrated by Franciscan Health’s migration to Azure. The shift enables pay‑as‑you‑go pricing, continuous vendor‑managed software updates, and built‑in backup and disaster‑recovery capabilities. Security is now designed from the ground...
Veeva FY4Q'26 Update
Veeva Systems posted a strong FY4Q’26, reporting $836 million in revenue versus the $811 million consensus. Revenue grew 16% year‑over‑year, outpacing operating expense growth of roughly 7%, which helped lift the LTM GAAP operating margin to a record 28.7%. Gross margin dipped...
Customers Can't Define Your Next Big Feature
Hot take that's actually not that hot: Your customers can’t tell you what to build. I know. You've been collecting feature requests. You've got a Notion doc or a Monday board full of them. You send surveys. You read every...
7shifts Accelerates Growth and Industry Leadership with Major Customer Expansions, Product Innovation, and Workplace Recognition
7shifts announced a wave of enterprise rollouts, adding marquee franchise partners such as IHOP and HCI Hospitality while expanding its payroll and compliance suite. The company introduced Multi‑EIN payroll, ADP Workforce Now integration, and the Clair Earned Wage Access feature...
Codenotary Trust Delivers Autonomous AI Security for Linux and Kubernetes
Codenotary unveiled Codenotary Trust, a SaaS platform that leverages artificial intelligence to detect, prioritize, and autonomously remediate security, configuration, and performance issues across Linux, containers, VMs, and applications. The solution is built for junior and mid‑level administrators, addressing the talent gap...
Validio Closes $30M Series A to Address Enterprise Data Quality Challenges
Validio secured a $30 million Series A round led by Plural, bringing total funding to $47 million, to scale its AI‑focused data‑quality platform. The solution automates monitoring, anomaly detection, and lineage cataloguing, replacing thousands of manual checks for enterprises in regulated sectors. Customers...
SaaSpocalypse: What’s Next for Europe’s SaaS Scaleups and Investors?
A new Claude AI tool for the legal sector triggered a sell‑off in major SaaS stocks, reviving fears that AI‑native startups could displace traditional software giants. The Sifted podcast examines whether Europe’s VC‑backed SaaS scale‑ups can survive this “SaaSpocalypse” and...
How Ledge Reached $1M ARR with 24 Customers Paying $3K/Month | Tal Kirschenbaum
In this episode, Tal Kirschenbaum, co‑founder and CEO of Ledge, explains how his AI‑native financial close platform reached $1M ARR by serving roughly 24 mid‑market enterprise customers at an average of $3,000 per month. He details Ledge’s focus on automating...
Exclusive: Founded By 2 Brothers In Their 20s, YC-Backed Denki Raises $4.1M To Automate Financial Audits
Denki, a YC‑backed AI startup founded by two brothers, raised $4.1 million to automate financial audits for public companies. The funding, led by Base10 Partners and Shine Capital, comes as fintech AI investment surged 27 % in 2025. Denki’s platform replaces manual,...
Meta Will Allow Rival AI Chatbots on WhatsApp in Europe, but for a Fee
Meta announced it will permit third‑party general‑purpose AI chatbots on the WhatsApp Business API in Europe for the next 12 months, aiming to ease pressure from an EU antitrust investigation. The company will charge a usage fee of €0.049 to...
Salesforce Announces 6 New Agentforce Health Agents and Integrations with Verily, HealthEx, and Viz.ai
Salesforce has launched Agentforce Health, a suite of six autonomous AI agents designed to relieve the administrative load on clinicians, payers, and public‑health agencies. The platform embeds deep integrations with HealthEx, Verily, Viz.ai, Informatica, MuleSoft and adheres to FHIR/TEFCA standards,...
PTC Adds Cloud-Native MBD Tools to Onshape Platform
PTC has embedded cloud‑native Model‑Based Definition (MBD) capabilities into its Onshape CAD and PDM platform, allowing engineers to attach manufacturing data directly to 3D models. The new tools include 3D GD&T annotations, a filterable PMI inspection panel, shareable URL‑based MBD...
Ivo 6x’s Revenue, Opens in London + NY
Ivo, a San Francisco‑based contract intelligence platform, announced the opening of new offices in London and New York after reporting a six‑fold revenue increase over the past year. The growth follows a recent $55 million funding round and a plan to...
How 1,000+ Customer Calls Shaped a Breakout Enterprise AI Startup
Narada, an enterprise AI startup founded by veteran entrepreneur David Park, built its product by conducting more than 1,000 customer calls to pinpoint workflow automation pain points. The team deliberately postponed fundraising, preferring bootstrapped growth to stay lean and avoid...
Personal Relationships Beat Giants: Customers Stay with You
3 years of nights and weekends. $500K in ARR. Finally quits his job. Then Google launched the exact same product. That was Joel Griffith's reality at browserless. He'd built a product while working a full-time job and raising a newborn. Finally...
Irish-Founded Startup Evervault Raises €21 Million to Advance Encrypted Data Orchestration
Irish‑founded Evervault announced a €21 million Series B round, led by Ribbit Capital with Sequoia Capital and Index Ventures participating, bringing its total financing to €39 million. The developer‑first platform encrypts and orchestrates sensitive data, chiefly for card‑payment workflows, and now processes over...
Bundledocs Unveils Bundledocs Review Collaboration Platform
Bundledocs announced Bundledocs Review, a real‑time collaboration layer built into its cloud‑based document bundling platform for legal teams. The new solution adds secure shared workspaces, granular permission controls, live commenting, annotation and a full audit trail, eliminating the need for...
Lack of Regulatory Action on Hyperscaler Dominance Prompts Inquiry Chair to Quit
Kip Meek, chair of the UK Competition and Markets Authority's cloud inquiry, resigned in protest over the regulator's sluggish response to hyperscaler dominance. The CMA’s report highlighted that Microsoft Azure and Amazon Web Services control roughly 70‑90% of the UK...
Veeva Sustains 16% YoY Growth, Beats Guidance
My thoughts on $VEEV Revenue growth has remained around +16% YoY over the last four quarters. Veeva beat its own Q4 revenue guidance by 3.2%, and if it similarly beats the forecast next quarter, growth could accelerate to +16.7%. Subscription services non-GAAP...
Your AI Agents Can Talk to Each Other - but Are They Saying Anything Useful? Confluent Intelligence Aims for Insight
Confluent announced that its Streaming Agents now support Anthropic’s Model Context Protocol (MCP) and the Agent2Agent (A2A) protocol, creating a dual‑layer for real‑time data ingestion and inter‑agent coordination. The platform also introduced multivariate anomaly detection powered by Apache Flink, offering...
How AI Is 'Terraforming' A New Grindr - the Internal and External Impact of a Tech Revolution in Action
Grindr CEO George Arison says the dating app is rapidly becoming an AI‑native organization, with roughly 70% of its code now produced by AI agents. The AI‑driven workflow has boosted engineer productivity by about 1.5 times and enables features like Edge’s...
All Lines Insurance Selects EZLynx to Enable Employee Productivity From Day One
All Lines Insurance Associates has selected EZLynx’s integrated agency management platform to replace its fragmented technology stack. The migration consolidates quoting, policy administration, client communications, and renewals into a single cloud‑based system, simplifying new‑hire onboarding and boosting staff productivity. EZLynx’s...
207. Adam Dorrell, CEO & Co-Founder of CustomerGaige - Founder-Led Sales vs Scaling: The Hard Transition Nobody Talks About
In this episode, Adam Dorrell, CEO and co‑founder of CustomerGauge, discusses the challenges of transitioning from founder‑led sales to a scalable commercial organization. He shares how he and his co‑founder initially handled sales themselves, the pitfalls they faced hiring sales...
O.C. Tanner Recognized Among G2’s Top Software Companies for 2026
O.C. Tanner has been named one of G2’s Top Software Companies for 2026, earning a No. 16 ranking in the Best HR Software category. The company also appears on G2’s Best Enterprise Software and Best Software Companies lists, reflecting strong customer...
M3ter Expands Integration With Salesforce to Support Advanced Usage Monetization in Agentforce Revenue Management
m3ter announced that its Connector for Salesforce now integrates with Revenue Cloud Advanced and Revenue Cloud Billing, extending support beyond Agentforce Sales and CPQ. Salesforce has appointed m3ter as an advanced metering and rating partner for both RCA and RCB,...
A QUICker SASE Client: Re-Building Proxy Mode
Cloudflare has rebuilt the proxy mode of its Cloudflare One client, swapping the WireGuard‑based L3 tunnel for direct L4 proxying over QUIC. By leveraging HTTP/3 CONNECT and MASQUE, traffic remains at the transport layer, eliminating the smoltcp conversion step. Internal...
AI‑savvy CEOs Keep SaaS Alive, Others Fade
I think the "SaaS is dead" debate is dumb. "SaaS with CEO's who don't get AI" is dead. SaaS with CEO's who are still clearly as in love with technology and agents as they were on Day 1 of their startup will...
Free, Open‑Source Campfire Beats Paid Slack Alternatives
Didjaknow Campfire is totally free and open source? If you're paying big bucks for Slack (or equivalent) it's really worth giving Campfire a shot. And you should see what the folks at https://t.co/e7RtY6XSrx have done with it. Major, major customization....
Quanex Building Products Corp (NX) Q1 2026 Earnings Call Transcript
Figma reported $250 million revenue for fiscal Q2 2025, a 41% year‑over‑year increase and a new quarterly record. The company posted a 129% non‑GAAP net dollar retention rate, 90% gross margin, and a 5% operating margin, while noting near‑term margin compression from...
Coaching Strategies to Jump From $1M to $5M ARR
Stuck at $1M ARR. But the goal is to reach $5M. In this episode, I coach @MSliwinski on how to get his software company unstuck. Search "Nathan Barry Show" to watch. https://t.co/NAMZTWA7Ww
Bootstrapped SaaS: Profit First Month via Community Outreach
First customer: $200/month plan. Infrastructure bill: $50. Profitable in month one. Found by answering questions on Stack Overflow, GitHub, and Reddit. Joel Griffith bootstrapped Browserless to nearly $4M ARR. https://t.co/hPZB3qTqRL
Data Center Intelligence at the Price of a Laptop
Alibaba’s Qwen3.5-9B open‑source model can run on a standard 12 GB RAM laptop, delivering performance comparable to Claude Opus 4.1. The author’s token‑usage analysis shows that a $5,000 laptop pays for itself after processing roughly 556 million tokens—about a month of typical workload—making...
Elon Musk Announces BAAS Beta Test for X Money
Elon Musk confirms the BAAS setup for X money as beta testing has shyly started https://t.co/2l00gddeOG
Claude AI Critiques Google Workspace CLI’s New Capabilities
I've asked @claudeai: ❯ have a look at the new CLI from Google Workspace https://t.co/3hGuXCM1nX with these new capabilities, would you suggest any changes to the system? Its response ... (see below). Do you guys agree? https://t.co/HrbfqfWnqG
Now GA: Up to 20x Faster Pulumi Operations for Everyone
Pulumi has moved its journaling performance enhancement to general availability, making it the default for all Pulumi Cloud operations when using CLI version 3.225.0 or later. The change replaces full‑snapshot state saves with incremental journaling, enabling parallel updates and delivering up to...
Cloud Migration Boosts Relevance, Not Savings
Modernizing your tech stack and investing in new platforms might not save you money long-term. Moving to the cloud can keep you relevant, but expect increased costs. #CloudMigration #TechCosts https://t.co/A83D0Fky42
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SaasRise Mastermind Recap - Mar 4, 2026
The SaasRise Mastermind on March 4, 2026 tackled churn mitigation for usage‑based SaaS, the evolving role of integrators, and building AI‑driven competitive moats. Participants were urged to monitor 20‑25% usage drops, set custom alerts, and run Quarterly Business Reviews to protect net...
Four Decision Gates Before Renewing Your LMS
NEW: Do you use an #LMS for #training? Eventually, you'll face contract renewal. But what should you do before you re-up? Take a beat. Here's my renewal advice as a longtime consultant: "Should You Renew Your LMS? Navigating 4 Decision Gates"➡️https://t.co/DQ4MXQo5oG #B2B #ATD...
Phoenix Taps Adobe DX To Unify Websites, Streamline Services
Phoenix consolidated 44 department websites into a single phoenix.gov portal using Adobe Experience Manager, completing a four‑year transformation that shifted the site to a resident‑first model. The new platform lets roughly 60 departments manage content directly, cutting page‑update times from...
OPIA LAUNCHES CLIENT GIFT CONCIERGE TO MODERNIZE CLIENT GIFTING FOR REAL ESTATE & SERVICE PROFESSIONALS
Opia has introduced Client Gift Concierge™, a premium‑built digital gifting platform tailored for real‑estate agents and other service professionals. The solution replaces manual gift‑giving with instant, compliant, and retention‑focused rewards, offering access to more than 250 gift‑card options and automated...
Comfy Cloud Is Out of Beta — and It's Just Getting Started
Comfy Cloud announced it has left private beta, delivering the full ComfyUI experience as a hosted service. The platform now includes the majority of custom nodes used in local workflows, on‑demand GPU billing that charges only for active processing, and...
Microsoft Expands Sovereign Cloud Capabilities to Support AI Models
Microsoft announced a major expansion of its sovereign‑cloud portfolio, adding Foundry Local for on‑device AI inference and making Azure Local and Microsoft 365 Local globally available in disconnected environments. The new services let qualified customers run large AI models and core...
Circana Launches Complete Why Analytics Platform for CPG Sales Performance
Circana unveiled Complete Why, an AI‑driven analytics platform for the consumer packaged goods sector, embedded in its Unify+ visualization suite. The tool models sales performance at store‑ and week‑level, evaluating up to 60 drivers such as price, promotions, distribution, competition,...
CIOs Must Enable AI with Automated Guardrails
CIOs can't be the "office of no" on AI. Boards want efficiency, employees want LLMs, SaaS apps ship embedded agents. The only viable path: safe acceleration with automated guardrails, not manual blockers. #AI #GenAI #CIO #SaaS #ITStrategy https://t.co/8OLLAWNSNL
OpenAI's Codex App Lands on Windows After Topping a Million Mac Downloads in Its First Week
OpenAI has launched a native Windows version of its Codex app, featuring a custom OS‑level sandbox that isolates AI agents and enforces token and file‑system permissions. The Mac release previously achieved over one million downloads in its first week, and...