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Bigger deal sizes as a test of ‘agentic ROI’ in AI B2B software
An investor says he won’t back agentic B2B software unless it unlocks substantially more than traditional software budgets.
TLDR
An investor argued that making a B2B product 10 times better with AI can win customers without bringing in spending beyond existing software budgets. He said he looks for “agentic ROI” through customer gains, major cost savings or better insights, with deal sizes at least twice those of pre-AI competitors as a sign. In a category where deals are typically $20,000, he pointed to AI deals of $60,000–$200,000 as an example.
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