PitchLens

What Insight Partners looks for in a pitch deck

Insight Partners is a software-only investor that backs 'ScaleUps' from the earliest institutional check through IPO, prioritizing exceptional technology and teams with strong SaaS unit economics. Insight is stage-agnostic ('We prioritize opportunity over how many rounds of funding a company has taken') and pairs capital with Insight Onsite, its in-house operating engine. In the AI era it looks for companies that embed AI where the work happens, build a system of record, and compound an advantage from proprietary data.

Stage focus: Series A · Sectors: b2b saas, enterprise software, ai ml, data analytics, cybersecurity, fintech, healthtech, devtools

What Insight Partners wants on each slide

Problem

Not just a problem but an acute, urgent pain point in a large software market, paired with market tailwinds on the company's side. Insight wants founders who have identified where existing tools fail (e.g. built for billing/finance rather than the actual work).

“rapid growth requires more than a solution to a problem—it requires identifying an acute pain point” — The new pitch imperatives for early-stage startups
“Professional services automation tools on the market are generally designed from the back office outward, built to satisfy finance and billing.” — Why we invested in Rocketlane
“In many businesses, there is a large gap between the data they have and the answers they need.” — The next generation of analytics: Why we invested in Golden Analytics

Solution

A product so deeply embedded in the customer's day-to-day that it becomes a system of record/engagement and is hard to rip out. Insight favors AI that is embedded 'where the work happens' and that compounds (gets smarter with use), with clear, quick ROI.

“These companies don't just offer new AI tools; rather, they embed AI where the work happens.” — Building a moat in the age of AI
“When delivery teams build their templates, integrations, and client workflows in one system, Rocketlane becomes the operating backbone for delivery.” — Why we invested in Rocketlane
“The more implementations run through the platform, the smarter the Agents become. It's a compounding flywheel.” — Why we invested in Rocketlane
“Work that used to span multiple tools and teams can now happen in one place, in minutes.” — The next generation of analytics: Why we invested in Golden Analytics

Market size

A large, growing software market at a genuine inflection point. Insight underwrites market shifts as big as the internet or cloud, and quantifies the value/savings a category can unlock rather than reciting a generic TAM.

“This is a market inflection perhaps profoundly bigger than the rise of the internet, mobile, or the public cloud.” — The next stack: Generative AI from an investor perspective
“Large language models (LLMs) are on the precipice of accelerating fundamental disruption at both the application and infrastructure levels.” — The next stack: Generative AI from an investor perspective
“An estimated $61B can be saved per year from these tools in reduced inefficiencies and costs for software development” — The next stack: Generative AI from an investor perspective

Traction

Concrete customer proof: deep daily usage, expanding contracts, and growing deal sizes. Insight prefers customer stories that prove value over abstract metrics, and looks for early signs of traction or demand alongside strong SaaS unit economics.

“Customer stories are not only more engaging than any slide deck, but also address several disparate questions” — The new pitch imperatives for early-stage startups
“At this customer, Sedna was being used by every member of a 20-person shipping operations team for more than three hours a day, every day.” — Rebecca Liu-Doyle
“We were very excited to hear that Bill was in active conversations to expand his contract with said customer from 20 users to 200+ users.” — Rebecca Liu-Doyle
“That history shows a 4.5x growth in average deal size since 2023.” — Why we invested in Rocketlane

Team

Exceptional teams with deep domain expertise and a track record. Insight wants founders with resilience and grit who do customer discovery before building, and whose leadership is itself a core reason for conviction.

“We look for exceptional technology and teams with strong SaaS unit economics.” — The Insight Way: 30 years of scaling the future of software
“Someone who has deeper reserves of resilience and grit, determination, and the ability to do hard things repeatedly — they're going to be well-positioned.” — Jeff Lieberman
“Our conviction in Golden is inseparable from the team behind it.” — The next generation of analytics: Why we invested in Golden Analytics
“Founders who focus on customer obsession and build great products through that lens will be rewarded.” — Jeff Lieberman

Business model

Strong SaaS unit economics and growth balanced with efficiency. Insight evaluates revenue metrics by stage (early/mid/late) and favors durable, repeatable go-to-market; in AI it watches the shift toward outcome-based pricing.

“We look for exceptional technology and teams with strong SaaS unit economics.” — The Insight Way: 30 years of scaling the future of software
“The era of growth with efficiency is not over; it's what markets and investors favor right now.” — Whit Bouck
“Healthy growth for a SaaS company begins and culminates with an effective go-to-market strategy” — Pablo Dominguez
“What revenue metrics investors focus on in Early, Mid- and Late-stage companies” — ScaleUp by the Numbers: SaaS Sales KPIs for Startups at Every Stage

Competition

A durable moat sustained over time, ideally on both the product and go-to-market sides. In AI, Insight prizes earned access to proprietary, messy data and embedded workflows over model size, and asks how a flexible incumbent might launch this as a feature.

“Moat begs the question: 'How will you sustain differentiation over time?'” — The new pitch imperatives for early-stage startups
“The most exceptional companies unlock the product and go-to-market sides of the moat coin simultaneously” — Rebecca Liu-Doyle
“Access to specific, and often messy and unstandardized data, remains one of the strongest moats in AI.” — Matt Gatto
“The next generation of vertical AI companies won't win by competing against OpenAI; they'll win by building on top of it.” — Matt Gatto

Why now

Credible market tailwinds and a real inflection that makes now the moment. Insight wants founders who can articulate how AI is disrupting their specific category and why incumbents/data teams remain stuck.

“A compelling pitch expresses the ways in which market tailwinds are decidedly on the company's side.” — The new pitch imperatives for early-stage startups
“Software engineers have been transformed by AI: Cursor, Copilot, and Claude Code. Data teams? Still stuck.” — The next generation of analytics: Why we invested in Golden Analytics
“Over the course of the next 25 years, we've continued to fund these transitions — from client server to cloud to mobile to AI.” — Deven Parekh

The ask

Insight publishes little explicit pitch guidance on the raise/use-of-funds slide, but evaluates founders against a clear checklist: a strong domain-expert team, a large growing market, a differentiated product, early traction, and a clear go-to-market plan. The implicit ask is to show how capital maps to that plan; Insight then layers on Insight Onsite operating support.

“A strong founding team with domain expertise, a large, growing market, a differentiated product or technology, early signs of traction or demand, and a clear go-to-market strategy.” — FAQ: Early-Stage Venture Capital and Insight Partners
“A good venture partner can play an instrumental role in helping you achieve your goals and build your business.” — Your Guide to VC Investments

What Insight Partners rewards and penalizes

What excites Insight Partners

  • An acute, urgent pain point (not a nice-to-have) in a large, growing software market
  • A product embedded 'where the work happens' that becomes a system of record and is hard to rip out
  • A compounding flywheel: the product gets smarter with every customer/use
  • Concrete customer stories: deep daily usage, contract expansion, growing average deal size
  • Strong SaaS unit economics with growth balanced by efficiency
  • Earned access to proprietary, messy data as a widening moat
  • Domain-expert founders with resilience/grit who did real customer discovery before building
  • A clear thesis on how AI is disrupting the specific software category

Watch-outs for Insight Partners

  • A solution in search of a problem, with no acute pain point or market tailwind
  • Horizontal AI tools that merely assist rather than own outcomes
  • Competing head-on with foundation-model providers instead of building on top of them
  • Product-only or GTM-only differentiation with no sustainable moat over time
  • Growth pursued without efficiency or durable unit economics
  • Generic top-down TAM with no quantified value or customer proof

Who decides at Insight Partners

Deven Parekh — Managing Director
“A lot of these small checks have actually led to large gains. It gives us the ability with a large fund to see what's working and double down in the things that are working really well.”
Jeff Horing — Co-Founder and Managing Director
“For 30 years, Insight Partners has been more than an investor—we have been a partner to software leaders, helping them scale transformative ideas into global powerhouses.”
Rebecca Liu-Doyle — Managing Director
“rapid growth requires more than a solution to a problem—it requires identifying an acute pain point”
George Mathew — Managing Director
“The best founders will have a clear vision of how their respective software category is being disrupted by AI.”

What Insight Partners actually backs

Where Insight Partners is thinking now

Insight Partners's published guidance

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