AI x SaaS: How PrimeVP Thinks About the Next Wave of Enterprise Innovation

May 7, 2025

In this explosive episode, PrimeVP Founder & Partner Shripati Acharya and Principal Gaurav Ranjan unpack how AI is reshaping B2B software—and what that means for evaluating and investing in early-stage startups.

What you’ll learn:
⚙️ The rise of Enterprise AI and its real-world applications
📈 Prime’s investment thesis in AI-first SaaS startups
🧠 What separates hype from defensible value in AI
🚀 Advice for founders building in vertical SaaS, AI agents, and more

Timestamps:

00:00 – Introduction
02:00 – AI’s impact on startup scaling and team size
03:20 – Faster sales cycles with enterprise AI
07:26 – Will AI unlock India’s SaaS market?
13:36 – Has AI neutralised India’s cost advantage?
20:19 – Models vs APIs: Where’s the real business?
25:52 – Why UI still wins in enterprise software
27:27 – Building moats through workflow depth
34:38 – How to price AI products right
39:43 – Prime’s investment themes in enterprise AI
44:58 – Final thoughts

💡 Key Takeaways:

Where AI is driving real enterprise value today
Prime's active investment thesis in AI + SaaS
The rise of function-specific AI agents across verticals
Shifts in software buying behavior—from IT to HR budgets

This is your tactical guide to the next generation of enterprise innovation.

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