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Where Tech Funding Is Flowing in 1Q26: AI Infrastructure, Vertical SaaS, and Enterprise Wins
Published 1 month, 1 week ago
Description
Is your SaaS company competing for funding in a market that's already decided AI wins? The Q1 2026 data is in — and the numbers are decisive.
If you're a SaaS founder thinking about your next raise — or a CFO modeling out valuation scenarios — understanding where investors are actually writing checks matters more than ever. In epsiode #363, Ben Murray covers:
- Which software categories dominated Q1 funding — AI infrastructure and vertical SaaS led at $4.6B and $4.5B respectively, and knowing why could sharpen your positioning
- Why enterprise pricing is the investor favorite — 59% of all capital flowed into enterprise-model companies, signaling exactly what target customer story VCs want to hear
- How Seed vs. Series A funding differs by category — Series A flipped toward vertical software and GRC, while Seed stayed heavy on AI infrastructure and DevOps
- What AI native vs. AI embedded actually means for classification — and why the distinction is shaping how investors evaluate your product
- Where to get the full Q1 2026 funding report — with searchable data across 552 rounds and $20B+ in tracked investment
Listen now to get the Q1 2026 funding breakdown — then download the full PDF report to see exactly where smart money is going before your next raise.
Resources Mentioned
- Q1 2026 Funding Report PDF — available via Ben's newsletter: https://mailchi.mp/thesaascfo.com/investors-sent-a-message-in-1q26-ai-or-bust