Most SaaS CEOs are about 40% of the way through rebuilding their companies for the age of AI, according to saastr.com. While some firms like Fin, formerly Intercom, have achieved major exits such as its $3.6 billion sale to Salesforce, the majority of B2B companies are still struggling to fully integrate AI into their core operations. Growth rates remain modest, typically between 10% and 30%, despite launching multiple AI features and deploying some AI agents in production.
The rebuilding process involves more than adding AI features; it requires rethinking product design, pricing models, sales strategies, and organizational structures. Many companies have introduced AI capabilities, but these have not yet fundamentally changed their growth trajectories. Public SaaS companies, which must report growth metrics, show a wide distribution with a significant number growing below 10%. The challenge of scaling AI impact is causing some leaders to exit the market, while others continue to push forward with substantial effort.
This situation highlights the difficulty of transforming established SaaS businesses in the AI era. While a few firms have demonstrated successful AI-driven growth and exits, most are still navigating the complex process of embedding AI deeply into their value propositions. The current growth rates reflect that AI adoption is still in an early phase for many, with meaningful returns on investment yet to materialize. The market is watching how these companies evolve as AI becomes more central to software offerings.
The SaaS Capital Index, which tracks 58 public SaaS companies as of June 30, 2026, provides data on growth and valuation multiples, underscoring the varied progress across the sector. This index serves as a benchmark for understanding how far companies have advanced in their AI transformations and the impact on their financial performance.