Adam Jay

One AI-native CS Agent replaced a $200K SaaS platform …and unlocked a GTM advantage the old stack never could. SaaS-native GTM is breaking — too many tools, gaps, and headcount. Teams react instead of prevent. We saw it with a $250M ARR SaaS company: ❌ NRR falling, retention weak, no usage visibility ❌ CSMs firefighting daily, planning to hire 8 more We replaced their $200K CS platform with: ⚡ GTM Intelligence Infrastructure 🧠 AI-native CS Agent Now they have: ✅ Unified context across CRM, usage, support, calls ✅ Real-time risk & expansion signals ✅ Agents orchestrating action with compounding memory Impact: 📈 +45% CSM capacity (no hiring) 📈 +250% expansion pipeline 💰 $200K saved This isn’t another tool. It’s a system that thinks. 🔔 Follow Revenue Labs for more AI-native GTM.

2

Scaling companies make foundational software decisions that can impact their financial health for years. That’s why SpendHound is partnering with Rooled to give seed through Series B startups free visibility into SaaS and cloud spend. Through this partnership, Rooled can help clients: • Understand where software dollars are going • Benchmark vendor pricing against real market data • Get ahead of renewals before costs spiral Just clarity and control from day one. Read more here: https://lnkd.in/gC7T2PQg

22

2 Comments

🌟 The SaaS world moves fast, and scaling efficiently requires strategic alignment, operational rigor, and cross-functional coordination. Fractional COOs are helping early- and mid-stage SaaS companies grow seamlessly while maintaining agility. At 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗥𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲, we’re committed to 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆—spotlighting leaders who combine operational expertise with strategic insight to drive measurable results. 👋 𝗠𝗲𝗲𝘁 Dawn Strobel, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗢𝗢 Dawn helps SaaS companies align strategic objectives with day-to-day execution, ensuring scalable growth without sacrificing agility. She specializes in operational strategy, cross-functional alignment, process optimization, and efficiency audits. Here’s what she’s known for: ✅ Operational strategy for scaling 🏷️ Cross-functional alignment 🌟 SaaS process optimization 🔎 Operational efficiency audits Dawn empowers SaaS teams to scale smarter, improve performance, and operate with clarity—turning strategy into action at every level. 🔗 Learn more about Dawn Strobel and other Fractional COO professionals for SaaS companies here: https://lnkd.in/dSzCuv-R

1

Founders rarely struggle because of a lack of tools. They struggle because of a lack of visibility. Software and cloud spend quietly compound in the background, often escaping scrutiny until budgets tighten or runway shortens. By partnering with SpendHound, we’re helping startups replace guesswork with data: clearer vendor insights, smarter renewal decisions, and tighter cost control from the earliest stages of growth. Startups shouldn’t have to wait for financial pain to understand their SaaS economics. We're making that clarity accessible from day one. Read more here: https://lnkd.in/gWUYnnKE

7

Most SaaS conferences are a big distraction. They sell the dream of growth and velocity...Back it up with fear stats like “only 0.4% get to $10M ARR”… And then offer the same recycled speaker lineups you could learn from on YouTube or LinkedIn with a quick search. These events do work but just not for the attendees. They work for the event organizer, the venue, and the speakers promoting their own products and services. But for most founders it’s a 3-day vacation dressed up as business development. You don’t get velocity from panel talks. You get velocity from better strategy, clearer messaging, stronger targeting, and relentless market validation. Until then, no amount of “connecting with peers” will help you escape the valley of death. #b2bsales #saleseffectiveness #marketingeffectiveness #salesandmarketing #founders #cofounder #salesdevelopment #salesgrowth #newbusiness #startups #b2b #CEO

1

Why are Referrals becoming the forgotten growth channel? Too many SaaS execs build 2025 pipeline plans without even mentioning them. 😬 Why? ❌ “They’re not scalable.” ❌ “They’re not repeatable.” ❌ “They take too long.” But here’s the thing: ✅ Referrals work. ✅ They close faster. ✅ They convert better. ✅ They cost less. 💸 According to Aaron Ross, inbound and outbound strategies have led for decades. Yet in today’s competitive landscape, word-of-mouth has become equally essential." 👂 🔥 2025 growth leaders will systematize referrals — not sideline them. Full Episode: https://lnkd.in/dEBuSBb9 #SaaS #B2B #SalesStrategy #DemandGen #PipelineGrowth #Referrals #GrowthHacking #affliatemarketing #MarketingStrategy #LeadGeneration #CustomerAcquisition #BusinessGrowth #WordOfMouth #SalesFunnel #Networking #ClientRetention

3

🚀 Why most SaaS founders struggle with tech (and how to fix it) We keep hearing this from SaaS founders — - “Our features are always behind schedule.” - “Cloud bills are rising faster than revenue.” - “Our users churn before they see value.” Truth is, these aren’t just “tech” problems. They’re growth blockers. Here’s what usually happens 👇 1. The in-house dev team is overloaded, focused on firefighting. 2. New features get delayed. 3. The founder’s vision outpaces the team’s bandwidth. 4. And soon… competitors start shipping faster. At Boltec Pros, we’ve seen this pattern across SaaS companies in NYC and beyond. Our AI-first development approach help founders: ⚙️ Ship features faster (without burning out your team) ☁️ Cut cloud costs with smarter infra setups 🤖 Add AI-driven features your users actually love 📈 Improve onboarding → reduce churn We’re not another IT agency — we act as your extended product engineering team, guided by 18+ years of CTO expertise, 13+ years AI and Tech heads, 7+ years experienced developers. If you’re a SaaS founder scaling up and any of this feels familiar — it might be time to talk about how to move faster with the right tech setup. 👉 Curious if your challenges fall in the same pattern? Let’s chat. #SaaS #AI #Startup #ProductDevelopment #Scaling #TechLeadership #Cloud #SoftwareDevelopment #BoltecPros #saasproblems #Needhelpinsaas #saashelp #saasfounders #saasfounderhelp

2

Is your company still paying an onboarding tax? SaaS leaders think churn is a retention problem. It’s not. It starts on day one. Every “How do I…?” Every abandoned flow. Every unnecessary onboarding call. The default fix? Hire more people. But you can’t out-hire bad onboarding. The real move: kill friction at inception. Comment “Guide” and we'll walk you through how to assess how big of a tax you're paying onboarding clients.

19

1 Comment

🚀 Most business owners chase a high valuation... but here’s the hard truth: that’s just a snapshot. What really matters is whether your business is ready. Ready to grow. Ready to be sold. Ready to last. That’s where the Readiness Quotient™ (RQ) comes in: it’s proactive, repeatable, and confidence-building. In our latest blog post, “Why Your Readiness Score Matters More Than Your Valuation,” we break down how RQ works across 7 vital categories (financials, leadership, operations, etc.), how it gives you a roadmap to close gaps, and why that’s more powerful than any single valuation number. 👉 Want to stop chasing a number, and start building something sustainable and sellable? https://lnkd.in/gxggEbF3 #BusinessStrategy #Valuation #ReadinessQuotient #Entrepreneurship #GrowthMindset

3

A lot of SaaS companies once looked unstoppable. Funding secured. User numbers climbing. Growth charts going up and to the right. From the outside, everything looked perfect. Then suddenly...they disappeared. What happened? But they didn't run out of money. They might not have run out of money, but they disappeared because the growth they were celebrating wasn't real. Here's something Web3 founders should pay attention to. Most SaaS companies didn't fail because they lacked ambition. They did because they tried to scale too early. They celebrated sign-ups but ignored whether people actually stayed. They spent heavily on ads but never fixed the experience for new users. They kept launching new features nobody really asked for. On the surface, it looked like progress. But on the inside, it was nothing but noise. Now look at Web3. Tokens launching before there's real use for them. Communities growing mostly because of rewards. Long roadmaps but very little actually shipped. Different industry. Same pattern. The uncomfortable truth is: If people don't stay, you don't have growth. If rewards disappear and everyone leaves, it was never loyalty. Getting people in the door feels exciting. But keeping them there is the real work. It's slower. Less flashy. Sometimes almost invisible. But that's where real companies are built. Web3 doesn't need louder launches. It needs stronger foundations. Because when you scale something that isn't solid yet, the cracks only get bigger. At ToriaX, we help Founders build growth that actually lasts, not just numbers that look good on a dashboard.

5

𝗧𝗼𝘅𝗶𝗰 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 😡 Toxic customers can derail startups by demanding custom solutions that don’t scale. Lucas J. Pols, GP at Pegasus, shares why focusing on repeatable, scalable customer needs is key to long-term success. Not all revenue is good revenue—don’t let the wrong customers drain your resources. #Startup

26

2 Comments

🚨 Are your SaaS metrics broken—and you don’t even know it? If you’re netting expansion and contraction in your MRR schedule, you're likely reporting flawed retention metrics. And that can seriously mislead your team, board, and investors. In this latest episode of SaaS Metrics School, I walk through: ✅ Why MRR layering is critical ✅ How to properly structure your MRR waterfall ✅ The impact on Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) ✅ How to segment and analyze MRR data for true insight This question came directly from my SaaS community—where we’re always digging into the nuances of SaaS financial maturity. If you're serious about getting SaaS metrics right, this episode is a must-watch. 📺 Watch here → https://lnkd.in/gANVnH5y 🎓 And join the conversation in the SaaS CFO community! #SaaSMetrics #SaaSFinance #SaaSAccounting #SaaSCFO #MRR #NetRevenueRetention #GrossRevenueRetention #MRRWaterfall #RecurringRevenue #SaaSBenchmarks #FinanceLeadership #SaaSReporting #StartupFinance #RevenueOperations #SaaSCommunity #SaaSInsights #B2BFinance #SaaSAnalytics #SaaSMath #FinanceTips

1

Tune In..... In this new episode, Evan Steele, founder of rater8, will discuss: ✅ The moment a bad hotel check-in sparked a business idea ✅ How to scale feedback into operational excellence ✅ What 30M data points say about service and growth ✅ Building a remote culture and keeping it strong 🎧 MUST LISTEN Available now on Apple Podcasts, Spotify & YouTube. #healthcaretech #remotework #customerexperience #growthcapital

26

Your vendors all get paid differently ACH, checks, cards but your software shouldn’t make that confusing. At ControlQore, we built vendor payment preferences directly into the platform so construction teams can approve bills and pay them in one smooth workflow. Here’s how it works: Store every vendor’s payment method right inside accounting settings, no more hunting for details. Pay by ACH or check, with credit card payments coming soon through our Corpay integration. Automate ACH payments once bills are approved. If a vendor has an account number on file, ControlQore queues, processes, and notifies them automatically. Support check payments now, with future plans to connect to third-party printing/mailing services. Centralize everything with our upcoming Payment Center, designed to unify approvals, payment methods, and processing into one clear workflow. Construction teams shouldn’t have to juggle disconnected tools just to pay bills. With ControlQore, vendor payments become organized, transparent, and fully built into your project finances. If your current payment process feels messy, we’d love to show you a cleaner way.

7

SaaS founders: You might be underclaiming R&D tax credits (and it’s costing you more than you think). We’ve seen it happen across early-stage startups and high-growth SaaS companies alike: ✅ Teams are building, fixing, and deploying weekly ✅ Product is constantly evolving ✅ Dev sprints are well-documented And yet... the R&D credit on paper doesn’t reflect the actual innovation happening. Here’s why: → Not all CPAs understand the nuances of tech and development workflows → Documentation is inconsistent or misaligned with IRS guidelines → Founders assume they don’t qualify unless they’re inventing something new If your team is coding, testing, refactoring, or rolling out new features—you may qualify for tens (or hundreds) of thousands in tax credits. Most companies we talk to are leaving a lot behind. This is your sign to take a second look. At Tax Hack, we specialize in helping SaaS founders capture the full value of their innovation—without the fluff, jargon, or last-minute panic. Want to talk through what qualifies? Let’s connect. #rndtaxcredits #saasgrowth #taxstrategy #founderfinance #techstartup #scalingstartups #startupfinance #taxhack #taxadvisory #softwarefounders

4