Situation
Two B2B SaaS platforms — one serving private equity firms, one serving commercial real estate and lending brokers — had grown their feature sets faster than their pricing. Value delivered and value captured had drifted apart.
What I built
- A value-based pricing and packaging framework across the private equity platform's CRM, investor portal and deal-flow products, built to drive expansion revenue and lifetime value.
- Redesigned pricing tiers and add-on modules for the real estate platform, so customers could grow into higher-value packages.
- Operating cadence to sustain it: structured planning cycles, roadmap transparency and cross-functional steering so pricing, product and customer success stayed aligned.
Result
- +35% ARPU from the real estate platform's repricing.
- +30% net new annual revenue on the private equity platform.
- 4x user growth within 12 months of the real estate platform's relaunch.
Takeaway
Packaging is a product decision, not a finance afterthought. The same discipline now applies to AI features, where every query has a real marginal cost.
Have an AI bet you can't size?
30 minutes. No pitch deck. If I'm not the right fit, I'll say so.