SaaS 2.0 · AI-empowered software

AI is rewriting the economics of SaaS.

We help B2B software companies rebuild product, pricing, margin and the build itself for AI — and show investors and buyers a business that still clears the Rule of 40.

What changes in SaaS 2.0

Five things every SaaS board is now asking about.

Product

AI doing the customer’s work inside the product, not a chat window bolted on.

Pricing

From seats to usage and outcomes; pick the unit your customer values.

Margin

Inference cost lands in gross margin. Design for it before it lands in the board pack.

The build

Small senior teams shipping through a disciplined, AI-native delivery pipeline.

Value

What the next investor or buyer will test, and the story that holds up.

How we help

The Arc, run for a software company.

We start from the outcome — the next raise, a scaled platform or a sale — then rework the product and the operating model to get there. BlueParadigm, our AI and build company, delivers the engineering.

01
Diagnose on Utiliti.ioRule of 40, Durability and PMF first, with AI readiness next. Re-take them to track progress.
02
Product and pricing redesignWhere AI does the work, and the unit you charge for it.
03
AI delivery architectureA disciplined SDLC with AI and DevOps built in. How we do it →
04
Raise or exitThe numbers and the story for the next investor or buyer.

Our SaaS portfolio

Software companies we back, moving to SaaS 2.0.

Yellow CanaryHutlyOutstafferOrdermentumZaptzPowour

Placeholder list from the current portfolio page — confirm which companies to name here.

See the SaaS portfolio →

Leadership

Led by Ja, with the BlueParadigm team.

Ja leads SaaS 2.0 across the portfolio, with BlueParadigm — our AI and build company — delivering the engineering.

Placeholder — confirm who leads the SaaS 2.0 vertical publicly.

Insights

Reading on SaaS 2.0.

All insights →
Coming soon

The 90% gross margin era is over

Coming to Insights — LinkedIn carousel to be published as a post.

Coming soon

Pricing AI: pick the unit

Coming to Insights — LinkedIn carousel to be published as a post.

Coming soon

Cheaper tokens, bigger bill

Coming to Insights — LinkedIn carousel to be published as a post.

Coming soon

The 10-person software factory

Coming to Insights — LinkedIn carousel to be published as a post.

Where does your software business stand on AI?

Start with a diagnostic