

White Paper: Capturing Value in Private Equity
8 Signs Your B2B SaaS Portfolio Company Needs a Pricing Transformation

New Book: Capturing Value by James D. Wilton
The Definitive Guide to Transforming SaaS Pricing and Unshackling Growth

Monetization vs. Simplicity: Evaluating the Trade-Offs
When we begin a new pricing transformation with a client, we often ask: do you want your pricing strategy to focus on monetization or simplicity?
Scale-Ups
Series B, $10M-$50M Revenue
You have proven market fit and are now focused on scaling sales and marketing efficiently. Expansion beyond your initial customer base is key, and you are hiring sales teams, investing in customer acquisition, and expanding internationally. The challenge is shifting from “how do we sell?” to “how do we sell profitably?” while leveraging usage-based pricing and hybrid models to optimize revenue.
customer segments
Growth-Stage
Series C, $50M-$100M Revenue
You have a proven revenue model and are expanding into enterprise sales, new geographies, and strategic partnerships. Operational efficiency is becoming a priority, and your pricing must support both revenue growth and long-term profitability. Many companies at this stage optimize hybrid pricing models to accommodate SaaS + GenAI offerings.
your initial focus
avoid revenue leakage
revenue capture
multi-product portfolio
and increase ACV
Late-Stage Growth
Series D+, $100M-$250M Revenue
You are focused on monetization efficiency, increasing net dollar retention (NDR), and preparing for an IPO or strategic exit. Expansion into international markets and forming strategic partnerships are key priorities. Pricing must enable scalable growth while maximizing revenue capture. Companies in this stage often optimize product-led growth strategies and advanced hybrid pricing for enterprise AI-driven solutions.
+ usage-based pricing)
global opportunities
Enterprise
Public or $250M+ Revenue
At your level, pricing is a profitability lever rather than just a growth tool. You are focused on global pricing strategies, customer retention, and long-term monetization. You are also launching new product lines and business units, requiring careful monetization strategies to avoid cannibalization and maximize revenue potential. Companies in this stage are leveraging GenAI, SaaS ecosystems, and AI-driven pricing automation to refine their revenue strategies.
optimize global revenue

