SAAS Operators

SAAS Operators

3 CEOs from some of the fastest growing software brands and Jack trying to get as much information out of them as possible.

  1. 3D AGO

    E49: How To Build An App That’s Worth Buying with Varun Kundra

    In this episode of the SaaS Operators Podcast, Varun Kundra , co-founder of AfterSell, talks about how the business was built around post-purchase upsells on Shopify. The core product sits in the window between checkout and the order confirmation page, a moment where conversion rates on relevant offers can hit 5-15% when set up properly, and where the highest-performing stores see the biggest AOV lift. Varun walks through how AfterSell eventually caught the attention of ROKT, a much larger company running third-party offers in the same post-purchase space, which ultimately led to an acquisition. We talk about the decision to sell at 23 years old, and what drove it. AfterSell had incredible traction, but there’s a belief that the Shopify ecosystem has a ceiling. The list of companies that have scaled to meaningful size inside it is short, Klaviyo, Recharge, a handful of others. The exit to ROKT gave Varun and his co-founders liquidity and something arguably more valuable, a front-row seat to how a larger, well-run business actually operates. Management, performance reviews, culture building, commercial strategy. None of that existed inside AfterSell before the deal. The back half of the episode opens up into a broader conversation about management philosophy in a fast-moving environment. Rishabh makes the case that a lot of traditional management principles, like giving criticism in private, were built for a world where information moved slowly. That world is gone. Jack and Rishabh talk through what it looks like to run a team where almost everything happens in public channels, why top performers tend to self-select in that environment, and where the ethical lines still hold. Varun ties it back to the meta-skill that survives any wave of technology: learning how to run a business where the value you deliver exceeds what you charge, and what you charge exceeds what it costs to deliver.

    53 min
  2. MAR 23

    E48: From Service to SaaS with Aaron Schwartz & Daniel Brady

    In this episode Aaron Schwartz and Daniel Brady, co-founders of Orita, joined us and we talked about how they built an ML-powered audience intelligence product for e-commerce brands. Orita tells you which customers on your list want to hear from you, when and what about. It started as a consulting project where 5 out of 6 cold-outreached brands booked a meeting in under thirty minutes, it grew entirely through word of mouth, and the founding team was only 2 machine learning engineers. A near-perfect close rate was a pricing signal they couldn’t ignore. DB and Zach were only charging $50 a month to manage a brand's entire email strategy. Aaron doubled the price on the next three pitches and closed all three. We talk about how every retention tool hits a ceiling eventually. How retention as a category has a budget, which determines what a founder or CFO approves, regardless of the ROI in the dashboard. For some brands, Orita generated a 17x return and still got cut because the line item looked too big for a retention budget. That's what pushed the team into performance marketing, ads and direct mail, where buyers think in multiples of spend and the ceiling moves with results. Rishabh makes the case that Shopify warps the ecommerce founder's expectation of the cost of SaaS, because the real cost is buried in payment processing fees, and that gap shapes what merchants are happy to pay for every tool around it. DB talks about how he makes the every day decision on what to build and what to ignore, which features get commoditized in 3 to 6 months, and which ones require years of domain data, expertise and ML depth to replicate. The answer is some mixture of stay on the hard problem, build something durable, and outlast the noisy low value competition.

    1h 5m
  3. MAR 17

    E47: Building The World’s First AI Creative Strategist with Alex Cooper & Maneesh Apte

    In this episode Alex Cooper and Maneesh Apte, two of the co-founders of Parker, joined us to talk about building an AI creative strategist that lives inside your Slack channel. Parker feels like a senior hire on your team. It sends you ideas without you asking. It tells you when something is a bad fit for your brand. It’s the product Alex Cooper was asking for, built by marketers that ran creative strategy for some of the fastest growing consumer brands, and you can feel it when you use it. We talk about how the Parker launch did 1.4 million views in 24 hours. How X took the post down all because a launch partner congratulated the team publicly and someone at X flagged it as a paid promotion. Alex Cooper had to speak to Nikita at X and  Elon Musk’s brother to get his account reinstated. They hired 3 people in 12 hours to handle all the sales calls and blew past 1 million dollars in annual recurring revenue almost overnight. Rishabh brings up a piece from a16z about cornered resources and network effects being the only 2 moats that still matter and we get into where Parker's moat actually is. The integration layer is commoditized. Anyone can connect Reddit, TikTok and YouTube to a dashboard over a weekend with Claude Code. But documenting how top strategists actually think takes years. That's the layer Parker is building on. We talk about why dashboard-only tools and workflow-only tools are both going to struggle. Why most companies are further behind on AI than you'd think, and why marketing agencies are becoming Parker's best customers.

    1h 7m
  4. MAR 2

    E45: Swiping Left on Ads Like Tinder with John Gargiulo

    In this episode we talked to John Gargiulo, the founder of Airpost. Airpost makes new video ads every week for enterprise advertisers spending $1M or more a month on Facebook ads. They've got human creative strategists using a UGC footage library, AI generated clips, and an engine that orchestrates all of it into 10-40 net new ads per client per week. Some of his clients never open the platform. They get a Slack message saying ads are ready, upload them, and run. It’s an agency with full agency, and a little bit of saas. Everyone tried something new with AI. Rishabh talks about how he built an MCP in an afternoon, started using Claude to interact with his own product, and said it was better than the UI his team built. Zach used Cowork to do 3 years of tax credit documentation that would've cost $65K through Deloitte and it only took him half a day. John was running 10 Cowork windows at once, and compared it to running 8 slow cookers in a kitchen. We talked about per-seat pricing dying once customers demand MCPs. The 10/80/10 model came up too. 10% is direction, 80% is execution, 10% is evaluation. That 80% of leverage might be headed toward 98%. The only part that doesn't get handed to an agent is the judgment call. What to build, where to aim, and whether it's actually good. We talked about how AI is actually making your day harder. When the busywork disappears, every hour is focused on real decisions. You become the bottleneck to your own agents. And the people pumping the brakes? Usually working through something emotional. The question everyone keeps circling is what do humans do when AI can do the work?

    54 min
  5. FEB 23

    E44: 3,500 Customers and Zero Outbound with Shaan Arora

    In this episode we talked to Shaan Arora, the co-founder of Alia, about bootstrapping Alia Popups from $1M to $9M ARR in a year, bootstrapped, with zero outbound, and no venture capital. He started building Alia when he was 20, because he interned at Credit Suisse and decided he would do whatever it took to work for himself. Two customers, $20 a month, getting Etsy accounts blocked from cold outreach that most people would be embarrassed to do. Now he's got 3,500 customers, up from 1,100 last year, a 30 person team, and the freedom to design whatever he wants next. 60% of their revenue comes from agency partners. The rest is word of mouth and referrals. People literally right click to inspect element on sites they like, see Alia in the code, and sign up. Their ACV 3x'd in the same period because bigger brands started showing up. Rishabh shared a stat that three enterprise customers at their company represent the same GMV as thousands of Shopify brands combined, making the case that depth of scale teaches you more than breadth of scale. We talked about whether Alia should expand outside Shopify or go deeper. Rishabh's take is the business is already telling you what to do, just follow the line. Jeremiah talked about expectations being lower outside Shopify and how that might actually be a good thing. We got into the agents conversation. What happens when someone spins up an LLM, connects it to Shopify and Twilio, and just does the thing your software does for pennies. Rishabh's counter is that the real job of a software vendor was always economies of scale and knowledge across customers, and that doesn't go away. Jack talked about wanting software that just does everything for him, the supremely lazy version of agentic commerce. We also talked about why taking capital might be the move right now, why the window to use it as a weapon doesn't stay open forever, and why Shaan can basically design whatever deal he wants at this stage.

    53 min

About

3 CEOs from some of the fastest growing software brands and Jack trying to get as much information out of them as possible.

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