From on-prem to SaaS. From SaaS to AI-native.

Designing B2B software's second growth curve.

Brought in when the product or go-to-market playbook stops working.

Resets, repositioning, capital discipline, AI-era transitions.

Tata Consultancy Services, Microsoft, Accenture, Adobe, Sitecore, Salsify, Emplifi, and SoftwareValue.ai.

Over USD 1.02 billion in revenue, delivered.

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Vijayanta Gupta

Advise

Long partnerships with founders, CEOs, and investment partners on product, pricing, and growth.

Speak

Keynotes, fireside chats, and executive briefings on AI, go-to-market, and category creation.

Serve

Selective board and interim leadership engagements where outcomes are non-negotiable.

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Ideas

Investor note · May 2026

AI roadmap theatre: why most B2B software AI strategies will not move the growth curve

Most software boards treat an AI roadmap as an AI strategy, but the first two years of disclosed shipping show the feature inventory has not moved revenue, retention, margin, or category position.

Investor note · May 2026

Software multiples in the agentic era

The SaaS multiple framework assumed durable recurring revenue, low cost to serve, and 80-point gross margins, and agentic AI tests all three at once, splitting the category into three cohorts that should be priced separately.

All ideas

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