Track the exact inflection point where legacy software firms expand margins through AI automation. Proprietary Revenue-per-Employee metrics for 200+ top-tier software equities.
THE DECOUPLING EVENT
By tracking 200 software companies daily, we identified that AI-Native firms are decoupling revenue growth from headcount growth. This is the Capacity Inflection Point.
Retail investors are buying software stocks based on generalized P/E ratios and delayed 10-K filings. Institutional software investors are buying based on real-time operational leverage.
Quarterly Rearview
Trading strictly off 10-K and 10-Q filings that tell you what happened 90 days ago.
Generalized Ratios
Assessing SaaS companies using the same P/E models used for industrial manufacturing.
Revenue per Employee
Tracking the core driver of AI margins: when revenue grows while headcount shrinks.
Bespoke SaaS Metrics
Scoring companies purely on the Rule of 40 and integrated AI Catalyst scoring frameworks.
Our database is structured around the three proprietary data pillars that actually govern software equity valuations.
We monitor the exact quarter when a SaaS firm stops hiring but keeps growing revenue. This signals successful internal AI deployment and impending margin expansion.
Are they buying growth unprofitably, or have they built a sustainable compounding engine? We track the combined growth rate and profit margin for every tracked equity.
We analyze whether companies are just wrapping GPTs (low catalyst) or fundamentally restructuring their internal databases using vector architectures (high catalyst).
The massive divergence between AI-Native vs Legacy Software Models
Wall Street waits for the quarterly earnings call to realize a company's margins have improved. Our database flags the underlying operational indicators quarters in advance.
If a software company is truly leveraging AI internally—for coding, marketing, and sales automation—their revenue must grow significantly faster than their headcount. If it isn't, they are simply buying AI tools without changing their operational model.
We track the exact headcount velocity against recurring revenue growth for 200 software targets. When a firm crosses the threshold of $1M revenue/employee while slowing headcount, it historically signals a major rerating event.
Don't squint at screens. Pro users receive clean CSV exports of the entire database, complete with our calculated Rule of 40 and Catalyst multipliers, ready to pipe directly into your own Excel or Python valuation models.
A snapshot of the 200 software equities tracked daily in the database.
| Ticker | Company | Price | Sector | Rev per Employee | Rule of 40 | AI Catalyst Score |
|---|---|---|---|---|---|---|
| CRM | Salesforce | $315.42 | Enterprise SaaS | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| NOW | ServiceNow | $824.11 | IT Service Mgmt | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| CRWD | CrowdStrike | $341.20 | Cybersecurity | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| DDOG | Datadog | $121.45 | Infrastructure | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
Get full access to all 200 software equities, real-time Alpha tracking, and the CSV Export pipeline for $2,500/year.