About this episode

Ben Murray discusses the Q1 2026 funding landscape for SaaS companies, highlighting key trends in AI infrastructure and vertical SaaS.

Is your SaaS company competing for funding in a market that's already decided AI wins? The Q1 2026 data is in — and the numbers are decisive. If you're a SaaS founder thinking about your next raise — or a CFO modeling out valuation scenarios — understanding where investors are actually writing checks matters more than ever. In epsiode #363, Ben Murray covers: Which software categories dominated Q1 funding — AI infrastructure and vertical SaaS led at $4.6B and $4.5B respectively, and knowing why could sharpen your positioning Why enterprise pricing is the investor favorite — 59% of all capital flowed into enterprise-model companies, signaling exactly what target customer story VCs want to hear How Seed vs. Series A funding differs by category — Series A flipped toward vertical software and GRC, while Seed stayed heavy on AI infrastructure and DevOps What AI native vs. AI embedded actually means for classification — and why the distinction is shaping how investors evaluate your product Where to get the full Q1 2026 funding report — with searchable data across 552 rounds and $20B+ in tracked investment Listen now to get the Q1 2026 funding breakdown — then download the full PDF…

People in this episode

Host: Ben Murray

Topics covered

• tech funding
• SaaS
• AI infrastructure
• vertical SaaS
• enterprise pricing
• investment trends

Keywords

• SaaS funding
• AI infrastructure
• vertical SaaS
• enterprise pricing
• investment
• Series A
• Seed funding
• GRC
• DevOps

Mentioned in this episode

Organizations: AI infrastructure, vertical SaaS, enterprise-model companies, GRC, DevOps, Ben's newsletter

Books & works: Q1 2026 Funding Report PDF

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