Writing

We occasionally publish our work in an effort to help advance thinking in topics we care about and to learn alongside the people we most want to work with.

August 5, 2026

Go-To-Market in the AI Era

Go-to-market looks a lot different in the era of AI. What was once a predictable playbook, has become a dynamic landscape. Starting first with the broad strokes. With the barrier to entry on creating new products at zero and increasingly available to those that are non-technical, for the first time ever, it has become harder to get products noticed. There’s more competition, and the aggregate number of products released into the market will only increase from here, likely exponentially. This puts more pressure on distribution.

July 14, 2026

Private or Public Market SaaS Valuations: Which is Right?

In February, the public software market erased $285 billion in value in 48 hours. That slide has largely continued over the course of the year, with fears of AI displacement overtaking fundamental analysis. The median public SaaS company now trades at 3.2 to 3.4x revenue, most with double digit revenue growth, down from 6.2x two years ago — a decade low. Over that same window, private SaaS valuations barely moved.

June 30, 2026

Your VC is Lying to You

Most founders don't realize that their paper valuation, their board's advice, and their investors' interests are all working against them when it comes time to exit — and by the time they do, it's often too late to change the math.

June 11, 2026

Built to Last: Episode 2

This episode we focus on the modern GTM playbook for a candid conversation on what's actually working in go-to-market today — and what isn't. We get into PLG loops, referral flywheels, outbound fatigue, and how AI and MCPs are reshaping the way companies grow.

June 1, 2026

The Banker-Optional Exit

Banker-led M&A processes are failing smaller SaaS companies — not because bankers are bad, but because a playbook built for $50M+ deals creates more problems than it solves at a few million in ARR. For most founders, a handful of direct conversations with the right buyers gets to a better outcome faster than eight months and half a million in fees.

April 1, 2026

Still Here

Many of the tools that shaped modern software didn’t disappear, they simply fell out of the spotlight. We explore how a generation of SaaS companies quietly endured, building lasting products and loyal customer bases while the industry moved on to chase growth and headlines, and why that kind of longevity deserves more attention.

March 24, 2026

The Abandoned Middle

There's a version of the startup story that gets told constantly. Founder has idea. Founder raises money. Company grows fast. Company raises more money. Repeat until IPO or acquisition by a tech giant. That story is true for a very small number of companies. Maybe 5-10% of the ones that ever raise venture capital, depending on how generous you're being with your definition of success. The rest? They exist in the abandoned middle.

January 20, 2026

Shaping Insight: Uservoice Brand Evolution

When we set out to refresh Uservoice’s brand and website, the goal of the exercise wasn’t just around visual polish. It was also around stronger alignment. We wanted to bring the brand and its product into sharper focus through direct messaging and more intentional design.