Advisory · SaaS and vertical AI
Pricing, go-to-market and unit economics for B2B SaaS and vertical AI founders, at a time when AI is changing how software is bought and priced.
01
Buyers and boards now ask for pricing tied to usage or outcomes, as AI agents replace seats. IDC, Feb 2026
What we do
Move from seats to a model that fits, often a platform fee plus usage, tested on a few accounts before a full roll-out.
02
70% of surveyed SaaS companies have launched AI features, but only 41% earn revenue from them. High Alpha via Orb, 2026
What we do
Decide what is core, what is an add-on and what is bundled, and price each one.
03
Early-stage gross margins fell nearly 10 points in a year, likely from AI costs. High Alpha 2025 SaaS Benchmarks
What we do
Build unit economics that include inference cost, and set price floors from them.
04
Companies with high net revenue retention and short payback on acquisition cost grew 71% on average, against 10% for those with neither. High Alpha 2025 SaaS Benchmarks
What we do
Measure those two numbers from early on, and shape the go-to-market motion around them.
Selling AI to regulated European buyers also means a clear story on GDPR, the EU AI Act and data residency. We build it into the sales pack and pricing tiers.
Before you change your pricing · one of our four forcing functions
It sets the growth model you built beside an evidence-adjusted version. For SaaS, the gap usually sits in conversion, retention or payback assumptions.
How the four checks workGradually, and account by account. New customers go on the new model first, existing ones move at renewal with a clear comparison, and nobody's bill jumps without warning.
We design them, test them with you on real accounts, and help the team roll them out.
Yes. For vertical AI, pricing and the margin cost of inference are usually the first questions we work on.
A two-week diagnostic of pricing, retention and go-to-market, ending in a 90-day plan.
