Today's SaaS Pulse
Fresho snaps up Nation Wilcox to dominate UK food‑wholesale software
Fresho, the Australian‑origin order‑management platform, has acquired UK ERP specialist Nation Wilcox, creating the largest software suite for British food wholesalers. The combined offering now supports more than 400 wholesalers and caterers and processes over £2 billion (≈ $2.5 billion) in annual GMV.
Also developing:
By the numbers: NinjaOne raises $400M Series C extension
Dayforce Shares Jump After Q1 2026 Earnings and Outlook Upgrade
Dayforce reported year‑over‑year revenue growth for the quarter ended March 31, 2026 and lifted its full‑year guidance, sending the shares higher. The results underscore continued demand for integrated HCM platforms amid a cautious enterprise‑software cycle.
Adams Street Partners Dumps Paymentus Stake for $5.9 M, Signaling Shift in SaaS Investment
Adams Street Partners LLC sold its full 223,506‑share position in Paymentus Holdings for an estimated $5.88 million, a move that underscores growing caution among private‑equity investors toward mid‑market SaaS companies despite the firm’s recent revenue surge.
GEOKey Debuts Next-Gen SaaS Platform to Standardize Generative Engine Optimization
Generative AI is reshaping search, prompting brands to seek visibility inside AI-generated answers. GEOKey has launched a SaaS platform that standardizes Generative Engine Optimization (GEO) into a repeatable SOP, offering tools for AI visibility analysis, website audits with an LLMs.txt...
Triple Whale Still Leads DTC Attribution in 2026 Amid Rising Competition
Triple Whale, the Columbus‑based DTC attribution platform, remains the market leader in 2026 after rolling out its AI assistant Moby and expanded creative analytics. The move comes as rivals like Northbeam and Elevar sharpen their own offerings and Shopify deepens...
Two Engineers Exit Niche SaaS Inbox Cleaner for $4 Million
Software engineers David Emelianov and Jordan Gaston sold their AI‑enhanced inbox‑cleaner SaaS application for $4 million at the end of 2025. The deal came after the product grew to $232,000 in monthly recurring revenue while the founders kept full‑time jobs, underscoring...
Curate Launches Venue CRM to Centralize Event Messaging and Bookings
Curate introduced a built-in CRM with event‑linked messaging, giving venues a single platform to manage bookings, client chats, and vendor coordination. The tool ties every conversation to the relevant event record, eliminating scattered inboxes and spreadsheets for venues that handle...
Fortinet’s Subscription Revenue Jumps 41% as SaaS Security Gains Momentum
Fortinet posted a 41% jump in product revenue and a 20% year‑over‑year sales increase to $1.8 billion, signaling a rapid shift toward subscription‑based security services. The growth outpaces Palo Alto Networks, whose fiscal second‑quarter revenue rose 15% to $2.6 billion, highlighting a...
Laminar Names Sanjay Rajan CRO as It Tightens Industrial AI Strategy
Laminar, the industrial AI startup formerly known as H2Ok Innovations, announced Sanjay Rajan as its new chief revenue officer. The appointment is part of a broader effort to scale its Chemical-Process AI platform for cleaning‑in‑place (CIP) operations across food, beverage,...
Commvault Faces $1.7B Market Cap Wipeout After Securities Class Action Over SaaS ARR Claims
Commvault Systems (NASDAQ: CVLT) is confronting a securities class‑action lawsuit after its shares tumbled 31% on Jan. 27, 2026, following Q3 results that showed SaaS ARR growth slowing to 40% year‑over‑year. Plaintiffs allege the company hid a shift to lower‑priced, heavily...
Salesforce Deploys Agentforce AI Coworker to Slash 1.8‑Hour Daily Search Tax
Salesforce announced on May 21 that its Agentforce AI coworker is now in beta across all its search interfaces, promising to eliminate the 1.8‑hour daily search tax for sales and service teams. The rollout leverages the Headless 360 architecture and follows...
Delicate Software Rolls Out Mobile Attendance & WPS Payroll Platform for UAE SMEs
Delicate Software Solutions announced the launch of an integrated mobile attendance and Wage Protection System (WPS) payroll suite designed for small and medium‑size enterprises in the UAE. The cloud‑based product eliminates biometric hardware, syncs real‑time check‑ins with payroll, and embeds...
Anthropic Buys AI‑Code Generator Stainless for $300 Million, Shutting Down Shared SDK Service
Anthropic announced a $300 million acquisition of New York‑based Stainless, the startup that built SDKs for major AI labs. The deal will see the hosted SDK generator shut down, leaving competitors like OpenAI and Google to rebuild or replace the tooling...
DocuSign Launches AI Agents and Low‑Code Studio to Automate Contract Negotiations
DocuSign rolled out reusable AI agents and a low‑code Agent Studio on May 21, 2026, promising to negotiate contracts autonomously. The suite, available in early U.S. access and slated for a broader rollout in July, marks the e‑signature leader’s push...
Remote’s Payroll Platform Hits $300M ARR, Posts 300% YoY Growth in APAC Push
Remote announced its payroll business grew more than 300% year over year, reaching $300 million in annual recurring revenue and becoming cash‑flow positive. The company is now opening its global employment infrastructure to partners, developers and AI agents, with a focus...
ShipStation Deploys AI‑Powered Carrier Intelligence, Cutting Shipping Costs 11% for DTC Merchants
ShipStation rolled out Carrier Intelligence on May 12, 2026, a machine‑learning routing layer that automatically picks the optimal carrier for each order. Beta users reported an 11% drop in cost‑per‑shipment and a 0.4‑day reduction in median transit time, promising tighter...
Klaviyo Board Member Sells 9,334 Shares for $133,000 Amid 55% Stock Decline
Klaviyo director Susan St. Ledger disposed of 9,334 Series A shares for roughly $133,000, cutting her direct stake by 46%. The sale, executed under a Rule 10b5‑1 plan, comes as the company's stock sits near a 52‑week low after a 55.9%...
ShengShu Technology Launches Vidu Claw AI CMO, Promising Ads at 1% of Traditional Cost
ShengShu Technology introduced Vidu Claw, an AI‑driven chief marketing officer that can turn a brief into a finished ad in hours, cutting production costs to roughly 1% of conventional methods. The platform uses a subscription model that charges for completed...
Berlin’s Peec AI Hits $10 Million ARR, Doubling Revenue in Months
Peec AI, a Berlin‑based B2B SaaS that helps brands monitor generative‑engine search visibility, announced an annualized revenue run‑rate of $10 million, more than double its figure a few months earlier. The surge follows a $21 million Series A and a new office...
GSA Picks Snowflake for OneGov Cloud Platform, Offering Up to 50% Compute Savings
The U.S. General Services Administration announced a one‑year OneGov contract with Snowflake that provides a 20% discount on compute, a 26.67% discount on storage and tiered incentives that can cut compute costs by as much as 50%. The deal, effective...
Zoom Posts $1.24 Bn Q1 FY2027 Revenue as AI Companion Usage Soars 184%
Zoom Video Communications announced Q1 FY2027 revenue of $1.239 bn, a 5.5% increase that beat guidance, while AI Companion paid users grew 184% and My Notes reached 1.5 m licenses. The results underscore AI‑driven add‑ons as a new growth engine for the...
Anthropic Launches Claude for Legal to Embed AI in Law Firm Workflows
Anthropic introduced Claude for Legal on May 22, 2026, a version of its Claude chatbot built for law firms and corporate legal teams. The tool promises to automate document review, research and drafting, but immediately raised data‑privacy and professional‑responsibility concerns...
Google Pits AI Mode Against Gemini in Dual SaaS Chat Rollout
Google unveiled two AI chat experiences—AI Mode and Gemini—targeting different user needs. AI Mode leans on live web results and personal data, while Gemini focuses on complex reasoning, coding, and file analysis. The split strategy signals Google’s bid to dominate...
I Stopped Paying for OneDrive by Switching to This Free Alternative that Does Everything It Does
The article recommends Box Drive as a free alternative to Microsoft OneDrive, which charges $99.99 per year for 1 TB of storage. Box’s free tier provides 10 GB of cloud space that appears as a local drive in File Explorer, with on‑demand streaming to...
Fello Deploys Felix AI Agent to Automate Lead Outreach for Real‑Estate Brokers
Fello, the SaaS platform used by roughly 3,000 real‑estate groups, announced that its Felix AI agent is moving from beta to a public launch within 30 days. The agent autonomously contacts, texts and emails leads, handing qualified prospects to human...
Conifer Management Puts $38 M Into monday.com as Shares Sink 75%
Conifer Management disclosed a $38.39 million purchase of 400,000 monday.com shares, representing about 5% of its reportable assets. The bet comes as the work‑OS stock has fallen roughly 75% over the past year, but the SaaS firm posted 24% revenue growth...
![A 0.44 Recall Collapse That Looked Like 0.81 Global Success [Edition #10]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!INXp!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F486d4b79-6177-4bf3-b025-c4abbc2aa8c4_944x944.png)
A 0.44 Recall Collapse That Looked Like 0.81 Global Success [Edition #10]
LexiSearch, a Series A legal‑tech SaaS, hit 50,000 enterprise seats and logged 300% year‑over‑year growth in document ingestion, now indexing 25 million files. Its dual‑tower bi‑encoder search engine processes an average 120 queries per second, peaking at 350 QPS, with a...
Keepit Hires James Dwyer as CRO to Accelerate Global SaaS Expansion
Keepit, the cloud‑based data protection provider, announced James Dwyer as its new chief revenue officer. Dwyer will oversee global sales, channel partnerships and customer success as the company scales its SaaS offering worldwide.
VCs and Founders Accused of Inflating AI Startup ARR Figures
Spellbook co‑founder and CEO Scott Stevenson publicly accused AI startups of inflating annual recurring revenue (ARR) in a viral X post. The allegation has drawn responses from peers, investors and industry observers, who say the practice—often substituting contracted ARR (CARR)...
Procore Deploys AI Workflow Agents to Automate RFIs, Submittals and Daily Logs
Procore Technologies introduced a suite of AI workflow agents that can review submittals, check RFIs, draft daily logs and respond to project events within its platform. The tools, built on the Datagrid intelligence layer, move from private beta to a...
OpenAI Mulls $1 Trillion IPO, Raising Stakes for AI SaaS Valuations
OpenAI is weighing a confidential SEC filing that could lead to a $1 trillion initial public offering, the largest ever for an AI SaaS company. The prospect forces investors to confront the firm’s $852 billion last‑round valuation, massive cash burn and the...
-May-23-2026-05-30-16-7940-AM.png)
The Clay Blueprint for Post-Sale Revenue and NRR Optimization
Clay, traditionally a prospect‑generation tool, is being repositioned as a post‑sale revenue engine that boosts Net Revenue Retention (NRR). By pulling real‑time external signals—job changes, hiring trends, and market shifts—Clay alerts account teams to churn risks and upsell cues before...
Workday Extends Sana AI to IT Service Management, Linking HR, Finance and IT
Workday announced that its generative AI assistant, Sana, will now handle IT service management (ITSM) requests, adding to its existing HR and finance capabilities. The move lets employees submit tickets, track incidents and receive automated guidance through a single conversational...
Archon Capital Buys $10.9M Stake in Cybersecurity SaaS Leader Tenable
Archon Capital Management disclosed a new $10.89 million investment in Tenable, acquiring 519,002 shares that represent roughly 5% of its 13F assets. The move comes as Tenable posts improving earnings and expands its AI‑powered security platform, despite a 21% share‑price decline...
Subscription Analytics Explained: Top Metrics To Track (2026) – Shopify
Shopify’s 2026 guide outlines why subscription analytics are essential for recurring‑revenue businesses, detailing the core metrics that signal health and growth. It highlights monthly recurring revenue (MRR), churn, customer lifetime value (CLV), acquisition cost (CAC) and related KPIs such as...
C3.ai Shares Rally on Founder Thomas Siebel's Return Amid 36% YTD Drop
C3.ai's shares have steadied after founder Thomas Siebel reclaimed the CEO role on May 8, even as the AI‑focused SaaS firm posted a 35% revenue decline and a $498 million net loss for fiscal 2026. Investors are weighing the turnaround potential against...
Calix Adds Agents and Agentic Workflows to Calix One
Calix announced the addition of secure, private agents and agentic workflows to the third‑generation Calix One platform, leveraging Google Cloud infrastructure. The new Calix Agent Workforce Cloud spans Service, Engagement, and Operations Clouds, enabling dynamic, context‑rich automation for marketing, support,...
Webflow Rolls Out Enterprise AEO Platform to Boost AI Search Optimization
Webflow has launched its Answer Engine Optimization (AEO) suite for enterprise customers, pairing AI‑powered analytics with execution agents to automate SEO at scale. The move follows a company‑wide AI transformation and a study showing 93% of marketing leaders view AEO...
GitHub’s Survival at Risk Amid Outages, Talent Drain and Security Breach
GitHub, the $7.5 billion Microsoft acquisition, is battling a cascade of service outages, a major supply‑chain breach that compromised nearly 4,000 repositories, and a wave of leadership departures. The turmoil has sparked an internal sense that the platform’s identity is eroding...
Ep. 198 - How to Make Your SaaS Company More Fundable
In this episode, host Jason Myers talks with Anthony Nitsos, founder of SaaS Gurus, about turning financial operations into a strategic asset for SaaS founders. Nitsos explains the difference between accounting (backward‑looking) and strategic finance (forward‑looking) and why founders often...
Forward‑Deployed Engineers Deliver ROI, Insight, Not Quick Fixes
In 2020, we worked with Stanford's Graduate School of Business to write a case on Customer Success and Gainsight . And each term since, I've had the pleasure of joining the class "Building & Managing Sales Orgs" for a day....
DocuSign Deploys AI Assistant and Agents to Accelerate Agreement Workflows
DocuSign announced its AI Assistant and Agents at the Momentum conference, rolling out early‑access in the U.S. today and promising faster agreement creation. The launch leverages the Iris engine and follows a Deloitte study showing AI‑driven workflows can deliver nearly...
Workday Posts $2.54B Q1 Revenue, AI‑Driven ACV Jumps Over 200%
Workday announced Q1 fiscal 2027 revenue of $2.542 billion, with subscription revenue climbing 14% to $2.354 billion. New annual contract value from its agentic AI products surged more than 200%, pushing AI‑related ARR toward $500 million and setting a new growth baseline for...
Runtime Launches Sandboxed AI Coding Agents for Cross‑team DevOps Automation
Runtime, a Y Combinator batch 26 startup, has introduced a sandboxed coding‑agent platform that enables any team to automate tasks via AI in secure, isolated environments. The service integrates with major data, billing, HR, and engineering tools, and can run...
Untitled
European ERP vendor ERP.net unveiled App Builder, an AI‑native low‑code platform that lets users create custom applications, automations, and workflows directly inside the ERP system using natural language commands. The tool leverages AI agents to translate text or voice prompts...
Substack’s CEO on AI Slop, Free Speech, and Taking on YouTube
In this episode, Substack CEO Chris Best discusses the platform’s steady growth, the launch of the Substack app, and its ambition to become the internet’s intellectual and cultural hub. He addresses concerns about creator payouts, AI‑generated content, moderation, and free‑speech...
Keepit Hires James Dwyer as CRO to Accelerate Global SaaS Data‑protection Growth
Keepit announced James Dwyer as its new chief revenue officer, tasking him with scaling the company’s global revenue organization amid rising SaaS adoption and AI‑related data risk. The hire underscores Keepit’s push to convert growing demand for cloud‑native backup into...
Ciphr Rolls Out AI‑Powered HR Assistant to Streamline Workforce Management
Ciphr has launched an AI‑driven HR assistant for its software customers, rolling out the chat‑based tool this month. The assistant lets staff check holiday balances, book time off and pull workforce analytics in natural language, promising faster self‑service and reduced...
Zendesk Expands AI Agents to ChatGPT, Gemini, Voice and Messaging, Adds Outcome‑Based Pricing
Zendesk announced that its generative‑AI agents will now operate on third‑party platforms such as ChatGPT, Gemini, voice assistants and popular messaging apps. At the same event the company unveiled an outcome‑based pricing model that bills only for successfully resolved interactions,...
Zoom Beats Q1 2027 Revenue Forecast, Posts 5.5% YoY Growth
Zoom Video Communications posted Q1 2027 revenue of $1.24 billion, a 5.5% year‑over‑year increase that topped the high end of its guidance by $14 million. The company highlighted strong enterprise adoption, AI Companion usage growth and an expanded share‑repurchase program.
IRIS Launches Practice Management Platform as Firms Battle 105-Day Billing Gaps and Rising Write-Offs
IRIS Software Group unveiled IRIS Firm Management (IFM), a unified practice‑management platform for mid‑to‑large UK accounting firms. The solution tackles a 105‑day average billing gap and rising write‑offs by integrating time‑recording, WIP, billing and financial reporting. Early adopters report up...