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
The definitive guide to software venture capital — investment trends, top VC firms, valuations, geographic distribution, and the AI-driven transformation of the SaaS investment landscape. Full-year 2025 data with Q1 2026 updates.
A concise look at the 2026 SaaS M&A market, the AI-driven SaaSpocalypse, and the valuation shifts reshaping software deals, private multiples, and exit strategy.
Our annual ranking of the top 400 software venture capital firms.
Our 2nd Annual SaaS M&A Report showing revenue multiples, EBITDA multiples, public vs. private multiples, multiples by geography and sector, the impact of The Rule of 40 and NRR on multiples, the top deals of 2024, and the top investment banks in SaaS.
Who's #1 for 2024? Ranking ChartMogul, Baremetrics, Profitwell, SaasGrid & Founderpath across ten key SaaS visualizations
The top software M&A deals and investment banks -- plus how to sell your company for top dollar
