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PricingSaaS

1.2k members • Free

5 contributions to PricingSaaS
Bending Spoons acquires Miro - reflection of AI monetization strategy?
Interesting news. Bending Spoons acquires Miro for about $1.35B at a roughly 2.25x multiple. From the outside looking in, I thought Miro had a pretty solid AI monetization strategy bundling AI credits in their self-serve plans and allowing people to buy more when they ran out. Maybe the strategy was sound but the execution missed? Anyone have thoughts? My head is thinking if their AI revenue was clicking Miro should have gotten a better deal?
0 likes • 1d
Andrew I just read about that deal need to reflect more later in it. Here is what I read The Miro deal is a dramatic valuation reset: 2022 valuation: $17.5 billion on roughly $420 million revenue—about 42× revenue. - 2026 sale to Bending Spoons: $1.355 billion enterprise value on roughly $600 million ARR—about 2.3× ARR. - Valuation decline: approximately 92%, even though revenue increased. Which seems weird considering nearly 90% of its ARR now comes from business and enterprise accounts—but that did not protect its valuation. Needless to mention the original valuation was too high. Like Garrick's analogy there, I too remember when they took over Evernote. Buyers apparently viewed its collaboration software as increasingly substitutable, particularly as AI makes it easier to reproduce features. To maintain the lead, we have to create differentiation and embed into their ecosystem (love Porters 5 forces as guidance for that). It seems like the product investment failed; it is that more features are not the same as greater strategic value. It's still a lot of money, but it's important for our board and investors not to confuse a temporary market multiple with permanent enterprise value.
[Update] Office Hours: Selling & Renewing 7-Figure Deals
Howdy pricing people! We've locked in a new date for this session next week. If you already registered, you should have already seen an update come through over email. If not, register at the link below: Details: Tuesday, September 22nd @ 10:00 AM EST Register 👉 https://luma.com/8xcyvtu4 Quick reminder on the guests and topic: I’ll be joined by Ulrik Lehrskov-Schmidt (CEO, Willingness to Pay) and Manu Mehra (Strategic Deal Pricing, Databricks) to talk about selling and renewing 7-figure deals. A few things we're going to dig into: - How do you structure commit and ramp when the usage forecast is uncertain? - When and how should you discount? - How is AI showing up in enterprise agreements right now? Between Manu and Ulrik, you’ll get both sides of the equation: Ulrik has spent years building these deal structures with vendors, while Manu has spent years running strategic deal pricing at Google Cloud and Databricks. Hope to see you there! Rob
0 likes • 1d
Love this. Isn't it what we all want. I have Ulriks book on audio and physical, and it maintains a special spot on my bookshelf along with the classic Strategy and Tactics of Pricing by Holden and Reed, Rob thank you for this forum you have created for us all to connect.
Office Hours: Selling and Renewing 7-Figure Deals
Howdy pricing people! Next week we've got a great session planned. I’ll be joined by Ulrik Lehrskov-Schmidt (CEO, Willingness to Pay) and Manu Mehra (Strategic Deal Pricing, Databricks) to talk about selling and renewing 7-figure deals. Enterprise has always been its own animal. Custom terms, committed spend, discounts that get negotiated line by line. But usage-based pricing and AI have increased the complexity. You're committing to a number for consumption nobody can predict, on a product that keeps changing underneath the contract. Between Manu and Ulrik, you’ll get both sides of the equation: Ulrik has spent years building these deal structures with vendors, while Manu has spent years running strategic deal pricing at Google Cloud and Databricks. A few things we're going to dig into: - How do you structure commit and ramp when the usage forecast is uncertain? - When and how should you discount? - How is AI showing up in enterprise agreements right now? This is a topic I get asked about a lot and almost nobody writes about it, so I'm glad we're finally doing it. Details below: Thursday, September 3rd @ 11:00 AM EST Register here 👉 https://luma.com/8xcyvtu4 Hope to see you there! Rob
Office Hours: Selling and Renewing 7-Figure Deals
1 like • 22d
Rob Ulrik is excellent - I have the audio plus the hard copy of his book. Looking forward to this discussion as it is paired with your excellent reports and State of the Market.
Office Hours: How to Build Trust Around Usage Based Pricing
Howdy pricing people! @Fynn Glover, CEO of Schematic, is back for another session to talk about the part of usage-based pricing nobody talks about enough: trust. Schematic powers entitlements and metering for a lot of companies shipping UBP and hybrid models, so Fynn has a clear view of what teams actually build versus what they promise the customer at signature. Usually there's a gap, and it shows up at renewal. A few things we're going to dig into: - What buyers need to see before they'll commit to a usage-based contract - Where guardrails build trust vs. where they cap your own expansion revenue - Why visibility, spend controls, and admin have gone from nice-to-have to tablestakes This is the biggest objection I get from folks mid-migration to UBP, so I'm glad we're finally doing a full session on it. Details below: Thursday, 8/27 @ 12pm EST Register here 👉 https://luma.com/5c5lr4cz Hope to see you there! Rob
0 likes • 22d
I would like to come this is so interesting. I wrote about this last week and created a Usage Pricing Playbook from the CFO Lens An AI tool reduced a week of work to half a day. The usage meter recorded one document Post | LinkedIn i also just wrote an article on how to save on Tokens - this was based on a conversation I had with a CFO who said she is not recommending using AI for al processes as she is aware of the costs increasing. https://lnkd.in/p/e6Hd4Raa
Pricing • Deal Desk • Value Engineering • Finance • AI Monetization
Rob Littehurst — thank you for setting this up. Appreciate connecting with peers and brainstorming real‑world pricing scenarios. I recently shared a Four‑Part CFO Framework on how to price AI services as an alternative to usage‑based pricing — designed to help leaders manage cost volatility while protecting margin. The framework covers: 1️⃣ Challenging the meter — every model moves risk. 2️⃣ Proving value — capacity, not consumption. 3️⃣ Testing the 80/20 — protect margin. 4️⃣ Designing the price corridor — predictable, fair, and CFO‑ready. If you’re exploring how to align product, finance, and GTM teams around predictable pricing and protected margins, feel free to reach out. Always happy to compare notes and share what I’m seeing across SaaS, fintech, and data‑intelligence companies and learn from everyone.
Pricing • Deal Desk • Value Engineering • Finance • AI Monetization
0 likes • 29d
It would depend on the situation at hand. Can you be more specific in your example - what is the from and to?
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Ann-Marie Klein
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@ann-marie-klein-7712
Building Commercial Systems that Help Growing B2B Companies Scale Profitably. Simplify Selling. Pricing Deal Desk • Value Engineering AI Monetization

Active 10h ago
Joined Aug 18, 2026
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