What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026
AI SaaS, NRR, SaaS

What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026

by Pedro Guillén | Jan 9, 2026 | AI SaaS, NRR, SaaS

In the first two articles of this series, I looked at SaaS economics from the inside: how ARR, ARPU, churn, CAC, LTV and CAC payback work in...

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Are SaaS Models Still Viable in 2026? A Practical Look at the Economics Behind “Recurring Revenue”

Are SaaS Models Still Viable in 2026? A Practical Look at the Economics Behind “Recurring Revenue”

by Pedro Guillén | Nov 28, 2025 | SaaS

Over the last decade, “SaaS” has been almost synonymous with “the future of software”. In 2026, the conversation is more nuanced. Higher interest rates, tougher fundraising...

Recent posts

  • What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026
  • The Hidden Economics of AI SaaS: Compute, Tokens and Real Margins in 2026
  • Are SaaS Models Still Viable in 2026? A Practical Look at the Economics Behind “Recurring Revenue”

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