Results

Two operational restructures. The AI worked before the commercial model did.

iAdvize

$0 to $10M+ AI ARR in 24 months. Collapsed 18 products into two: one vertical AI agent, one SaaS add-on, deployed inside a B2B vertical SaaS platform. Sales cycles compressed from 9 months to 60 days. Trial-to-paid conversion tripled. AI ARR overtook legacy SaaS revenue within the hold period.

$0→$10M

AI ARR

18→2

Product reset

9mo→60d

Sales cycle

3x

Trial-to-paid

Consumption

Pricing model

AI-first

GTM rebuilt

Directly

Promoted to CEO when obligations exceeded cash. Rebuilt cost architecture and deployed AI automation contributing an estimated 50% of EBITDA at exit. 22% EBITDA margin, sustained for two years. Led the complete exit process as CEO, from advisor selection through diligence, negotiation, and board coordination. Asset sale to a PE-backed acquirer.

$3.7M→$8.1M

ARR

22%

EBITDA margin

~50%

EBITDA at exit

PE exit

Asset sale

Outcome

Per-resolution pricing

PE-backed

Acquirer

Principles

  1. 01

    The AI transition is a re-founding, not an upgrade.

  2. 02

    The bottleneck is commercial infrastructure that converts AI into revenue quality.

  3. 03

    Outcome pricing is the destination. Usage pricing is the bridge.

  4. 04

    The renewal is the new sale. AI only renews when it moves a line on the customer’s P&L.

  5. 05

    Durable EBITDA comes from aligning price to value.

If your portfolio company has AI that isn't driving EBITDA, I've solved that problem twice.