GET funded ➡ $200m https://nitter.gq/t.co/AVvPIrIdFP🦄🦄🦄🦄🦄🦄🦄 Seed/Early A AI+B2B The Agentic Life
Palo Alto, CA
Joined April 2007
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Boom!!!
Proud to have led seed at @saastrfund
If you can't afford to support smaller customres ... maybe just let them use you for free
New!! Why You Don't Want Humans Doing Outbound Anymore
A rep pitched me with a 2024 sequence nobody had read since.
At volume, humans stop reading what they send. Agents read every account, every time.
saastr.com/why-you-dont-want…
✅ Your LPs will forgive you for:
- A Fund I that took 10+ years to return capital
- A couple of zeroes in a concentrated portfolio
- Marks that stayed flat while the market reset
- Missing the hottest deal of the vintage
❌ Your LPs will NOT forgive you for:
90% of VCs won’t invest in you if they don’t think can get to $100M in 4-ish years or less
It just is what it is
But 10% still will
One bit of advice for that 10%: price the round, and the size, very reasonably, without games or drama
The fundraising market right now feels as polarised as I've seen it in a long time.
It's becoming a story of extremes - either traction or vision. Arguably, this is what venture has always been for. The difference now is how fast the bar for each is rising. Every week brings new "fastest to $100m ARR" or another announcement of a collection of incredbily credentialed individuals raising a first round at a Bn+ valuation.
We are living through a technology revolution that is opening the doors to both potential extreme scenarios. And as such, VC is crowding into these narratives. However, history of startups tells us that raising the largest round or having the swiftest fundraise often does not exclusively correlate with the ultimate most successful companies. There are going to be incredible founders building generational companies that do not satisfy this dynamic or the current venture zeitgeist. Such founders who can successfuly navigate this period of time may be the ones who benefit the most by building enduring companies.
Need ~1000 top B2B + AI leads?
We got 'em
No. 6: OpenRouter, 915 leads at SaaStr AI Annual 2026. Sponsor SaaStr AI Annual 2027: saastrannual.com/sponsors
"Stop selling slides. The messaging is all identical, anyway.
Show them the solution you've built for them, or can build for them as fast as possible with an FDE motion." @databricks CRO Rob Gabrisko with @samdblond
Full deep dive and convo here: saastr.com/databricks-cro-ro…
A pitch deck is a filter, not a story. A VC decides in about 3 minutes whether to take the meeting.
SaaStr AI reads your deck the way that first pass actually happens and tells you where you lose them.
saastr.ai/ai-vc
Anthropic's Q3, from today's amended S-1: $16.96B in revenue, +47% Q/Q.
But the dollar add shrank for the first time:
- Q2 added $6.84B
- Q3 added $5.40B
That's still about a Snowflake's full year of revenue added in one quarter.
But hitting the $110B year-end run-rate investors expect would take a Q4 add more than 2x Q3's.
You might not be a great CEO, especially not yet
But anyone else:
- wouldn't really know the product cold
- wouldn't really know the customers
- wouldn't really know crazy nuances of the market
- wouldn't see the future
- wouldn't care so much
So you are probably the right CEO
If you charge agents for every API call, they won't use you as often
And they may well route around you
Make sure you are OK with that before you start charging for agent access
New!! Jason's Takes on This Week's 20VC: Anthropic's S-1, Microsoft's 27% Buyout, and My 100-Day Rule
The bar for 2027 raises: show your path to $1B.
saastr.com/jasons-takes-on-t…
If you need training,
Do not join an early stage start-up
If you need help setting up your computer,
Do not join an early stage start-up
If you want to spend your first month ‘getting up to speed’,
Do not join an early stage start-up
If you want max out your time off,
Do not join an early stage start-up
If you can’t ship in week one,
Do not join an early stage start-up
If you can’t sell without a brand behind you,
Do not join an early stage start-up
If you need kudos for just doing the basics,
Do not join an early stage start-up
More on all our AI agents here: SaaStr.ai/agents
Grab FREE guide to AI Sales Agents here: saastr.ai/ai-agents-playbook
When growth slows, the #1 idea from most CROs is: Raise Prices on Existing Customers.
It’s extra revenue without having to close more net new customers.
It’s also often punishing those that bet on you, and bet on you to treat them fairly.
There is a time and place for pricing increases.
But whatever you do, don’t let it be a crutch to prop up slowing growth.
It solves nothing there, in the end.
Fundraising in B2B + AI right now: VCs want to see revenue quality, retention, and why you win on more than price.
If your deck doesn’t make that case in the first 5 slides, you won’t get to slide 6.
Get it graded by SaaStr AI: saastr.ai/pitch-deck-analyze…
"I want our sales team to have 60% of their time in front of customers.
Everything else, we want AI to automate." @databricks CRO Ron Gabrisko
"Monday and Friday do all your admin stuff with AI. Tuesday through Thursday, on the road with your customers."
New!! The Lastest CRO Confidential with @databricks CRO on Ron Gabrisko and @samdblond CEO @MonacoGTM
youtube.com/watch?v=Pb9JiWvx…
And SaaStr post here: saastr.com/databricks-cro-ro…
The best GTM use case for Muse?
Just ask it to do something that isn't getting done
You may be surprised it can just ... do it
At least some of it
More on all our AI agents here: SaaStr.ai/agents
Grab FREE guide to AI Sales Agents here: saastr.ai/ai-agents-playbook