Munish Gandhi

We're launching the inaugural edition of Beyond Benchmarks, a deep dive into the metrics and trends observed across the early-stage enterprise cloud market. This is the first look at some of the business data around GenAI in SaaS. Some initial observations: 1) 60% of SaaS companies have already integrated GenAI into their offerings (60% of these as part of their current product and 40% as a new product), and an additional 20% are planning to do so this year. Almost half aren't monetizing these features. Those that are are primarily experimenting with both usage-based and flat fee pricing models. 2) Most companies are utilizing OpenAI as their primary LLM, but many are experimenting with multiple models - and we are noticing an early trend towards intelligently routing GenAI inference requests to different models based on cost, performance, and security. 3) Though we are in the initial innings of GenAI, we are seeing some positive signals - companies that implemented GenAI had 7% higher NDR than those that did not. Still early days, but we'll be doing this benchmarking report regularly to track and share how things progress in this new era. Link to report in comments.

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I participated in a “SMART MANUFACTURING” panel with Gayathri Radhakrishnan, Rohini Chakravarthy and Abhijit Supekar (moderator) last week at TIECon 2024. The coolest part of the panel was 3 Women VCs talking about a topic that has not traditionally been discussed by women. I never imagined I’d see this in my lifetime. Things have indeed changed! We had a very lively discussion of whether we can expect lights out factory in 5-10 years. Automation is happening in all stages but full automation manufacturing is tough because it requires human like adaptability. It is not converting text into instruction or code - it is about precision. Robotics + AI is making this happen and we will get there. AI is going to bring the cost down for complete solution for example: there are robotic arms that can do more tasks and learn like a human and not just some specific tasks. Also check out our portfolio companies Micropsi Industries and RGo Robotics that are making it happen in this space. Thanks to Anshu Bahadur Hrishikesh Sathawane Nilesh Dixit for organizing the panel and Anita Manwani and Surbhi Kaul for making this happen! #TiECon2024 #AIUbiquity

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Last week, I sat down with Fazal Gupta, co-founder of Logik.io, to talk about monetization in digital businesses. Having worked for BigMachines, then Oracle, then Workday, prior to co-founding Logik, Fazal has observed firsthand the evolution of software monetization over the last 15 years. 🕒 Every time I speak with Fazal, I gain insights, not just about building & monetizing enterprise SaaS, but also about the deep consideration he gives to the customer experience. In this 3-minute snippet, we discuss: 1️⃣ The 3 pillars of complexity SaaS businesses must manage. 2️⃣ Introducing products to customers in commercially viable ways. 3️⃣ Why monetization approaches must vary for different customer segments. 🎥 The full episode is live on youtube. Link in comments. 🔗 #pricing #packaging #b2bsaas #monetization #cpq #q2c

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The best part of the venture business is the opportunity to work with amazing founders over the course of many companies. We are thrilled that Amit Aggarwal chose to build his new AI startup with us and BCV Labs in Palo Alto. Check out this terrific interview with Amit!

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An insightful piece by Akash Gupta on Position Market fit versus Product-Market fit delves into the transition from Software Scarcity to Software Abundance. It offers strategies for pricing and positioning in this evolving landscape. Check it out here: https://lnkd.in/ewDgaYjy

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So excited about this newsletter that was written by Neha Paranjpe. A lot is happening at Lyzr AI and we are excited to bring it to you. 1) Launching the Enterprise AI stack Course. 2) 100+ Gen AI Use Cases across 15+ industries (Free & Downloadable) 3) Webinars coming up 4) Launch of Jason, our AI Automation Sales Agent 5) Launch of AI studio: The Dashboard for AI Agents 6) 50+ Use cases that have been built on Lyzr. 7) New Office 8) We all meeting in person for the first time. 9) How is Lyzr different from other players in the market. #newsletter

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Really enjoyed chatting with Fynn Glover about the packaging challenges in the B2B SaaS space! With AI on the rise, we're looking at a future where packaging and monetization get more complex. It's a headache and an opportunity rolled into one! 🚀💡 #SaaS #AI #Innovation #B2B

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Relationship depth, health, and relevance! They're critical in delineating transactional contacts from real, authentic, meaningful, and mutually value-based relationships. They're instrumental in your performance, execution, and results, with agility, through lasting change and material impact in your organization. Unfortunately, relationship depth, health, and relevance are also critical insights most of us can't get from the current platforms where we capture our contacts. After reading over 100 books on business relationships, I realized there was a gap. No existing scale could accurately measure the depth and relevancy of my relationships. That's when I created the Relationship Value Pyramid, a unique tool that has been guiding my relationship-building for almost two decades. And now, with the launch of Avnir, we've introduced the Relationship Signature Index, a revolutionary approach to understanding and enhancing the value of our relationships. Read more about both in my latest The Nour Group, Inc. blog: https://lnkd.in/eGHFFsGG

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When the theme's a delight, we double our insight! We covered a lot of topics on creating a differentiated and winning GTM strategy for AI companies in this conversation with Poorvi Vijay. - Positioning and differentiation - Building a brand beyond the product - Focusing on ICP - Marketing channels - Hiring the right talent - Pricing to balance value and cost - How to get POCs going - and more.. :)

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Exciting news! I've joined the OneGuide expert network! OneGuide is an all-in-one platform for PE & VC firms to connect with subject matter experts. Looking forward to continuing to partner with PE firms to use Revenue Technologies to grow EBITDA ↗️ #PrivateEquity #Cepture #B2B #Sales #Technology

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Sanjay Nagaraj, Co-Founder & CTO of Traceable, joined the Zero Hallucinations podcast to discuss Traceable's recent fundraising, partnerships, and the future of API security. Key Takeaways: 💰 Traceable recently raised a $30M strategic round led by IVP with participation from CitiVentures, bringing our total funding to over $100M. Partnerships with investors like CitiVentures provide valuable insight into large enterprise needs. 🌱 The current fundraising environment prioritizes sustainable growth and fiscal responsibility. Investors are looking for platforms vs point solutions, sales efficiency, customer retention, and a clear path to profitability. 🚀 The API security market is rapidly expanding as APIs handle more critical traffic. Over the next 5 years, we can expect to see end-to-end API security platforms cover the full lifecycle from discovery and testing to runtime protection and threat hunting. 🎧 Watch the full podcast episode to dive deeper into these insights and learn more about Traceable's journey:

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🎙️The latest episode of Arta Finance "Live Long and Prosper," features the incredible Rahul Roy-Chowdhury, CEO of Grammarly! In this episode, we cover topics that resonate deeply with me: AI in business, investing on a personal level, and hard-earned career wisdom. Here are three key takeaways: AI Innovations and Business Impact: Rahul shares how AI stands as the most disruptive technological force of our time, highlighting its immense potential to revolutionize productivity and interaction. He offers insights from the front lines on leveraging AI to enhance human communication, business operations and the critical need to stay adaptable in a fast-evolving tech landscape. Personal Finance and Investing: Rahul shares his financial journey, underscoring the importance of simplifying investment strategies. He advocates for consistent investing, preferring index funds over stock picking, and maintaining a disciplined, long-term approach to wealth building. Career Lessons: One of Rahul's most profound pieces of advice is the importance of tuning out external noise when making significant life decisions. He emphasizes the need to trust your inner voice, align your choices with your core values, and embrace the support of loved ones in your professional journey. This conversation is brimming with wisdom and inspiration. Thank you Rahul Roy-Chowdhury for doing this. I’m so lucky to host these conversations - and even more so to share it with the world. I hope you enjoy it! 🖖🎧

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🎙 🎧 All things #productleadership & #executiverecruiting with Chris Johnson, Founder & Managing Partner of Artisanal Talent! That's the next episode of Product Leader's Journey which drops this coming week. In this short, Chris talks about the relevance of domain experience in hiring. We cover many important topics in the full episode about how to craft a well structured narrative about your experience, addressing weak spots on the resume, and more! Watch this space!

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In the true spirit of embodying one of the defining leadership principles of Haas, "Student Always", I went back to school last week to learn more about how the combination of right strategy and culture can drive great outcomes for the organization. Prof. Jenny Chatman is the best in distilling the intricacies and challenges that executive leaders face today in an ever changing work environment. She gave us very valuable, actionable insights on how to become better leaders. I hope to employ these insights and awareness to help my organization achieve even better outcomes.

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If you're looking for inspiration and advice on how to grow your business from its early stages to scaling it at incredible rates, have a listen below. The Hiveway Inc. founders sit down with CanadianSME Small Business Magazine to discuss the highs and lows, and perseverance required - to take an idea to becoming a leader in a global partner ecosystem.

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Just finished an interview with CNBC at SuperReturn in Berlin, where we discussed opportunities in enterprise software and how GenAI will revolutionize the software sector. At Thoma Bravo, we see AI as an opportunity, not a threat, and software incumbents are in a great position to benefit from this technology. Over the years, we've seen enterprise #software evolve from the limitations of on-premise to the flexibility of SaaS, and now, GenAI is set to redefine business operations. We're actively embracing #GenAI's transformative power and are already seeing products emerge within our portfolio companies. Focusing on #AI is more important than ever, and we're excited and optimistic about what this means for the future of enterprise software. https://lnkd.in/ePHUTjNe

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Amazing lessons from a humble visionary Jay Chaudhry in our space. A few of my thoughts - Dont keep getting inspired by the competition ! May lead you in the wrong direction - Startups have a lot of ups and downs. Choose the right members of the team who can be strong during those down times. - An intern with -2y of experience or a senior member with 25y of industry experience in the team should breathe Customer obsession and all decisions should be driven by customer value realization. The impact matters not the amount of work put in. - My partner Jyoti Bansal always talks about the mindset of Get s**t Done/No Politics/No BS. #entrepreneurship #cybersecurity #tiecon2024 #leadership

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Interesting and relatable piece by Nutgraf / The Ken Praveen Gopal Krishnan in my inbox today. Few VCs balance this line well, even fewer can project an authentic narrative of what they actually do. In my observation of actions, a VC is a financier first and last, and anything else is marketing until proven otherwise. #vc #startups #india #founder

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New on First Round Capital Review, Will Larson digs into why common management practices have become anti patterns, and which ones engineering execs should lean into to sharpen their team strategy. Always fun to learn from old Stripe co-workers :)

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