Case study: Gumlet turned ChatGPT mentions into 20% of inbound revenue. Read it →
Enterprise B2B SaaS · $50M to $500M+ ARR
Not at $50M+ ARR yet? See the $5M+ ARR page →
Enterprise SaaS in 2026: your buying committee is researching in AI. Make sure your name is the default answer.
DerivateX is the AI search agency built for enterprise B2B SaaS. We help CMOs defend category leadership against AI-native disruptors, across every product line in the portfolio, with analyst alignment baked into the work.
$50M to $500M+
Enterprise ARR range where the playbook fits
8 to 12
Stakeholders per enterprise deal, each researching in AI
80%
Of tech-sector buyers use LLMs as much as search engines
Production case studies · methodology adapts to enterprise scale
current proofs sit $5M to $30M ARR · enterprise engagements are an active capability build
The Enterprise Reality
Multi-product portfolios fragment in AI search. Each product is a separate strategy.
At enterprise scale, your company is not one category. It is four, six, sometimes ten. Each product line has its own buyer, its own competitors, its own LLM citation landscape. The board sees a portfolio. The LLM sees fragments.
The CMOs winning AI search at this scale stopped treating it as a single positioning exercise. They map citation share per product, identify which sub-categories are losing to AI-native disruptors, and defend those first.
40 to 200+ person marketing org
90 to 270 day sales cycles
15 to 25% mktg budget of ARR
Portfolio · AI citation share by product line
illustrative · 5 product lines
Product line Aflagship
38%Lead
Product line Bexpansion
22%Hold
Product line Ccontested
11%At risk
Product line DAI-native pressure
4%Losing
Product line Erecent launch
18%Hold
Five products, five different citation realities. Defending the portfolio is five separate strategies running in parallel, not one.
The Enterprise Failure Mode
Brand inertia is not brand defense.
The category leader assumes the brand will hold. The AI-native challenger ships a comparison article into ChatGPT's training data and the category vocabulary starts moving. By the time the analyst report reflects it, two quarters of citation share are gone.
The wrong bet
Run the enterprise playbook from 2022
It defended you in a Google-only world. In an AI-cited world, it is structurally insufficient.
Bigger brand campaign budgetAbove-the-line spend that does not reshape LLM training data
Analyst relations onlyReports update annually, citations move quarterly
One AI strategy for the companyTreats five product categories as a single positioning
Defer AI search to 2027Citation share migrates to whoever stakes it in 2026
Ignore the AI-native challengerThe wedge they enter on becomes the wedge they expand on
Defend it
The right bet
AI citation defense as a programmatic capability
Per-product strategies, analyst alignment, brand defense vs AI-native disruptors, ran as a programmatic discipline next to your existing agency stack.
What enterprise defense looks like
A programmatic capability, not a campaign. Sits alongside your existing roster, not in place of it.
Per-product citation strategy, not one positioning
Analyst report alignment with Gartner, Forrester, IDC
Brand defense against AI-native disruptors
Procurement-ready engagement workflow
Sits alongside Edelman, FleishmanHillard, big consulting
Programmatic, not promotional. A monitored, defended layer that runs continuously, not a quarterly campaign.
The Enterprise Deal in 2026
Eight stakeholders. Each researching in AI.
An enterprise deal is not one buyer with one shortlist. It is eight to twelve stakeholders, each researching a different angle, each turning to ChatGPT, Claude, or Perplexity at some point in the cycle. AI citation visibility is not a marketing metric anymore. It is a deal-influencing one.
CIOExecutive
Researches
best enterprise [category] vendors for a 200-person org
CISOSecurity
Researches
[vendor] security posture, SOC 2, breach history
ProcurementOperations
Researches
[vendor] enterprise readiness, MSA standards, vendor onboarding time
LegalCounsel
Researches
[vendor] standard contract terms, liability caps, data residency
FinanceFP&A
Researches
[vendor] enterprise pricing benchmarks, TCO over 3 years
LOB BuyerStakeholder
Researches
[vendor] outcomes for [our industry], peer references
EngineeringTechnical
Researches
[vendor] API depth, SDK quality, integration patterns
IT OperationsDay-2
Researches
[vendor] support quality, SLA terms, incident response history
AI citation visibility affects every touchpoint in the cycle. Each stakeholder forms an opinion before they ever speak to your sales team. The opinion is shaped by what the LLM cites.
First 90 Days
Four phases. Multi-product. Defensibility baselined by week 12.
Built for the enterprise CMO who needs to walk into the next leadership review with a per-product citation map, the AI-native disruptor threats named, and the defense plan funded.
01
Weeks 1 to 3
Portfolio audit & analyst landscape
AI citation share baselined per product line. Analyst report landscape mapped. AI-native disruptor threats named per category.
02
Weeks 4 to 6
Per-product position & foundation
Positioning shaped product line by product line. GEO technical foundation laid across the portfolio at scale.
03
Weeks 7 to 9
Authority content & analyst alignment
Executive-credible content shipped across the formats LLMs cite. Analyst-adjacent third-party seeding initiated.
04
Weeks 10 to 12
Defense monitor & leadership brief
Share-of-voice monitoring live across products and LLMs. Leadership brief with per-product moves, ready for the executive review.
Engagement Structure
Custom-scoped. Procurement-ready.
Enterprise engagements are scoped per portfolio, not priced off a list. Number of product lines, analyst report adjacency, depth of brand defense, and procurement workflow all shape the engagement. We size it with you.
Enterprise engagement
Custom
Scoped per portfolio
The Enterprise Defense Engagement
A programmatic AI citation defense capability built for enterprise scale. Scope and depth shaped around the number of product lines, the analyst report landscape, the AI-native disruptor pressure, and the procurement workflow your org runs. Designed to sit alongside your existing agency roster, not in place of it.
- Per-product AI citation share audit across leading LLMs
- Multi-product positioning and content strategy
- GEO technical foundation across the portfolio at scale
- Authority content production across the formats LLMs cite
- Analyst report adjacency (Gartner, Forrester, IDC)
- Third-party citation seeding into operator and trade sources
- Share-of-voice monitoring per product line
- Quarterly leadership briefings, executive-grade
Alternative · Large traditional agency
$40K to $80K / month
Edelman, FleishmanHillard, Hill+Knowlton. Annual commit, broad scope. AI citation defense is a feature, not the discipline.
Alternative · Specialist analyst relations
$20K to $50K / month
Spotlight AR, IIAR, Knowledge Capital Group. Owns the analyst report side. Does not own the LLM citation work.
Alternative · Big 4 consulting marketing
$100K+ / month
Accenture Interactive, Deloitte Digital, IBM iX. Built for transformation engagements, not citation-share defense.
How we fit at enterprise
A specialist capability layer that sits next to the agencies and consultancies you already work with. We own the AI citation discipline cleanly. They keep owning what they own. Procurement workflow, MSA review, and security questionnaire response are part of the onboarding, not a delay to it.
Production Proof & Adjacency
Where the methodology is already shipping.
Wins from clients in the $5M to $30M ARR range. The discipline that produced them, applied at enterprise scale, is the engagement above.
Honest adjacency. DerivateX's published case studies in 2026 sit in the $5M to $30M ARR band. The methodology, citation engineering, multi-product positioning, analyst alignment, scales to enterprise but is an active capability build at that scale. We are explicit about this in any enterprise scoping call.
Video infrastructure SaaS
Gumlet
~20% of inbound revenue, attributed to LLMs in Mixpanel.
Built the AI citation position for the technical buyer Gumlet sells to. Attribution wired directly to revenue. The CMO walks every leadership meeting with a defensibility line tied to real ARR.
~20%
Inbound revenue from LLMs
Mixpanel
Revenue-grade attribution
4 LLMs
Citation share tracked
Active
Ongoing defense
Real estate investor SaaS
REsimpli
The #1 cited CRM in ChatGPT for real estate investors.
Took a crowded category and staked the AI citation position before the incumbents knew the race was on. The category-leader question has one answer in their vertical now.
+54%
ChatGPT sessions · 90 days
3
ChatGPT #1 placements
#1
Cited CRM in category
90 days
To measurable lift
Cloud hosting for tax firms
Verito
+159% non-branded organic clicks, compounding into AI citations.
SEO foundation rebuilt to support the AI citation layer above it. Non-branded clicks more than doubled, and the long tail is now feeding LLM citations for the buyer Verito sells to.
+159%
Non-branded organic clicks
Full-funnel
SEO + GEO engagement
Compounding
Quarter over quarter
Active
Ongoing engagement
Honest Answers
Four things every enterprise CMO says first.
You run a roster of agencies, a procurement function with sharp teeth, and a portfolio with stakeholders in every conversation. Here is how DerivateX fits.
We work with Edelman, Accenture, and our analyst relations team already.
Good. We partner alongside large agencies and consultancies, we do not compete with them. They handle the brand, demand, transformation, and analyst work they were built for. We handle the AI citation defense layer, which is the layer none of them are yet staffed to own. Clean ownership lines on each side, written into the engagement.
AI search is too new for an enterprise marketing investment.
Roughly 80 percent of tech-sector buyers now use LLMs as much as search engines, per Spotlight Analyst Relations 2026. Your CIO, CISO, and procurement leads are summarizing vendor PDFs and security questionnaires in ChatGPT today. AI citation visibility is not a forward bet at enterprise anymore, it is a present-tense deal-influencing variable.
We have procurement requirements. Vendor onboarding is 60 days minimum.
Procurement workflow is treated as part of the engagement, not an obstacle to it. We respond to security questionnaires, negotiate MSAs, and meet vendor management requirements as standard. Onboarding readiness is an active capability build, and we are explicit about current state in any enterprise scoping call so the legal and procurement timeline maps cleanly to your cycle.
Our portfolio is too complex. Five products, multiple categories, multi-region.
That is exactly the work. We treat each product line as a separate citation strategy, map analyst landscape per category, and run defense programmatically across the portfolio. Multi-product complexity is the discipline, not an obstacle to it. Single-product agencies tend to flatten the portfolio into one positioning, which is the failure mode this page exists to name.
Built for Enterprise B2B SaaS
The AI citation defense layer is the one your roster does not yet own.
Book a 30-minute call with Apoorv. We will tell you where each of your product lines currently sits in AI search, which AI-native disruptor is staking which category, and what the first 90 days of defense would look like across the portfolio.