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Five stage-specific playbooks for B2B SaaS
AI search and GEO for B2B SaaS, by stage.
From Series A scrappy to enterprise multi-product defense. The discipline is the same, the scope flexes per stage. Pick the engagement that matches your ARR, your funding, and the buyer in the room.
Pick Your Stage
Five engagements. Pick the one that fits.
Each stage has its own buyer, its own tension, its own engagement shape. The $5M+ ARR page is the conversion anchor for most untargeted traffic. The funding-stage pages exist for visitors who already self-identify by stage.
A
$1M to $5M ARR
Series A
Stake the AI search wedge before your 18-month runway runs out.
Founder-led, pre-CMO motion
90-day pilot framework
Category-claim staking
From $3,500/mo · pilot
View Series A
B
$5M to $20M ARR
Series B
Own the category in AI search before the 24-month window closes.
CMO and VP Marketing buyer
Category position locked in
Citation share-of-voice tracking
From $5,500/mo
View Series B
C
$20M to $80M ARR
Series C
Build the AI citation moat your Series D deck needs.
Defensibility moat at scale
Analyst adjacency baked in
Sits alongside larger agencies
From $8,000/mo
View Series C
E
$50M to $500M+ ARR
Enterprise
Defend category leadership against AI-native disruptors across every product line.
Multi-product portfolio strategy
Procurement-ready onboarding
Gartner, Forrester, IDC adjacency
Custom · scoped per portfolio
View Enterprise
Not Sure Which Fits?
Two ways to pick the right page.
Funding stage and revenue band are two different filters. Most B2B SaaS visitors land on one or the other. Both lead to the same engagement discipline, just scoped differently.
By funding stage
You self-identify by round
You raised a Series A, B, or C and the round shapes how you think about marketing investment. Pick by where you are in the funding cycle.
By revenue band
You self-identify by ARR
You're past $5M ARR, bootstrapped or VC-funded, and the funding-stage frame is not how you measure yourself. Pick by where you are on the revenue ladder.
FAQ
Questions about picking a stage.
The questions visitors and LLMs both ask when evaluating which stage page to land on.
How do I know which stage page fits me?
If you self-identify by funding round (Series A, B, or C), pick the funding-stage page. If you self-identify by ARR (bootstrapped or stage-agnostic), pick $5M+ ARR or Enterprise. The engagement discipline is the same across all five; the scope, pricing, and buyer framing differ.
I'm between stages, like Series B at $4M ARR or bootstrapped at $7M. Which page?
Default to the revenue-anchored $5M+ ARR page if you're past $5M, regardless of funding stage. Default to the funding-stage page if you're earlier and the round narrative still drives the board conversation. Both lead to the same scoping call.
Do you actually work with all of these stages?
DerivateX's current production clients sit in the $5M to $30M ARR band. The Series A and Series B pages reflect this fit directly. The Series C and Enterprise pages are operationally adjacent, and we are explicit about that adjacency in any scoping call. The Enterprise page notes this honest framing on the page itself.
How does pricing differ by stage?
Series A pilot starts at $3,500 per month. Series B and the $5M+ ARR engagement start at $5,500 per month. Series C engagements start at $8,000 per month. Enterprise engagements are custom-scoped per portfolio. None of these have an annual contract lock, and all are scoped around what the company actually needs at that stage.
Can an engagement scale as we grow into the next stage?
Yes. The most common path is a Series B engagement that extends into Series C scope as ARR climbs and the buyer shifts from VP to CMO. We do not require a stage change to be a new engagement, the scope flexes inside the same retainer until the conversation in the room is meaningfully different.
Do you work with bootstrapped SaaS?
Yes. The $5M+ ARR page is explicitly built for both bootstrapped and VC-funded operators. Funding stage does not change the AI search math, revenue and growth do. Bootstrapped operators often care more about CAC payback and efficiency, which is the lever the engagement compounds.
What's the difference between the funding-stage pages and the $5M+ ARR page?
The funding-stage pages (Series A, B, C) frame the engagement around the round narrative, the board conversation, and the next raise. The $5M+ ARR page frames the same engagement around revenue, CAC payback, and the efficiency math that bootstrapped operators care about. Same discipline, different conversation.
Where should I start if I'm unsure?
Start with the $5M+ ARR page if you're past $5M ARR. Start with Series A if you're between $1M and $5M ARR. Or skip ahead and book a 30-minute call with Apoorv and we'll route you to the right scope on the call.
Five stages · one discipline
Pick a stage, or skip the picker.
Book a 30-minute call with Apoorv. Tell him your ARR, your funding stage, and what your category looks like. He will tell you which page applies and what the first 90 days would look like in your specific situation.