Scaling the Future: Insights from the GTMFund AGM 2025

On June 5–6, 2025, the GTMFund community gathered in the heart of New York City for the Annual General Meeting (AGM) and Retreat—a two-day event featuring over 200 of the world’s most accomplished go-to-market (GTM) leaders, founders, and investors. Hosted at Spring Place, this year’s event provided much more than a financial update; it acted as a strategic compass for navigating the rapidly changing landscape of B2B SaaS. Amid breakout sessions, expert panels, and late-night networking, one message rang clear: the future of SaaS growth will be determined by those who understand and master go-to-market execution.

GTMFund is not your typical venture capital firm. It’s an operator-led fund supported by over 350 LPs—executives at the forefront of modern GTM. From CROs and CMOs to VPs of Sales, Customer Success, and Revenue Operations, these LPs come from SaaS leaders like Salesforce, LinkedIn, Zoom, and Snowflake. What unites them is a common belief: winning in B2B SaaS isn’t solely about having an exceptional product—it’s about having a world-class GTM strategy.

This year's AGM crystallized that philosophy. With Fund II recently closed at an oversubscribed $54 million and an expanding portfolio of over 120 companies, the gathering served as both a celebration of growth and a masterclass on what it takes to scale in 2025.

A Portfolio Designed for the GTM Era

GTMFund’s portfolio reflects its mission: to invest in the most promising early-stage B2B SaaS companies and accelerate their path to scale with best-in-class GTM support. Recent investments have included innovative startups like:

• Paid, a London-based platform leveraging AI to automate financial workflows for enterprise procurement teams.

• Avarra, focused on enhancing customer engagement through multi-channel orchestration and LLM-driven insights.

• Obvio, which raised a $25M Series A to power AI-first customer experience infrastructure.

• LuminX, which secured $5.5M to optimize edge computing for operational intelligence.

• Stotles, which landed $13M to modernize public sector procurement using AI.

These companies share a common trait: they are addressing significant, high-friction problems through innovative go-to-market (GTM) strategies—from product-led growth to community-driven sales and intelligent outbound motion. GTMFund not only identifies these emerging stars early but also integrates them into a community of operators who can directly support their growth with practical expertise.

Fund Performance and Strategic Vision

Closing a $54 million Fund II in early 2025 represented a significant milestone. It wasn't merely a capital victory—it was a testament to the fund's unique model and the trust it has built across the B2B landscape. With over 120 portfolio companies and follow-on participation in numerous high-performing rounds, GTMFund’s performance continues to exceed expectations.

However, the fund’s true differentiator lies beyond the metrics. It’s the quality of its community and the depth of its operator bench. At the AGM, managing partners and founding investors outlined their vision for GTMFund’s next phase: investing earlier, providing deeper operator support, and making larger bets on disruptive categories like generative AI, vertical SaaS, and revenue infrastructure.

As one partner stated during the opening session: “We’re not just writing checks—we’re writing playbooks, making intros, and embedding ourselves into the DNA of these companies.”

Strategic Themes: The State of GTM in 2025

If there’s one thing every GTM leader takes away, it’s this: 2025 is not business as usual. The operating environment has changed—and so must the approach.

1. AI-Powered Everything:
   Artificial intelligence is no longer experimental—it’s essential. Panels throughout the AGM examined how AI is transforming every stage of the go-to-market motion. From predictive lead scoring and intent-based routing to AI-generated enablement content and real-time sales coaching, the future is undoubtedly intelligent.

   That said, the takeaway wasn’t “replace humans.” It was “enhance humans.” Speakers emphasized that the winners will be those who use AI to elevate execution, not to automate connection.

2. Customer Intimacy at Scale:
   B2B buyers are more savvy, increasingly digital, and less patient than ever before. Sessions highlighted the shift from volume-based tactics to customer-centric, insight-driven engagement. Whether through ABM, lifecycle marketing, or customer-led onboarding flows, today’s GTM leaders are fostering deep relationships rather than creating shallow pipelines.

3. Full-Funnel Alignment:  

   Breaking down silos between marketing, sales, and customer success emerged as another major theme. With an increase in tools, data, and stakeholders involved in every deal, alignment is no longer just a best practice—it has become a survival strategy.

   Several founders discussed how they are redefining team structures to promote shared accountability. Revenue operations is no longer just a back-office function; it now takes a front-and-center role, responsible for delivering integrated insights and fostering process innovation.

4. Community as Moat:
   Many portfolio companies are adopting community-led growth as a key GTM pillar. Whether through Slack groups, industry events, or customer advisory boards, companies are increasingly seeing their customers not just as users, but as advocates, contributors, and co-creators.

The Power of the Community

While the content was powerful, the true magic of the GTMFund AGM lay in the people. The retreat was designed to maximize serendipity—from rooftop dinners to morning coffee chats to late-night “unconference” sessions. Founders shared war stories. Revenue leaders exchanged playbooks. Investors made introductions that led to partnerships.

This is the multiplier effect of GTMFund’s community. It’s not just access—it’s engagement. LPs don’t simply sit back and wait for quarterly updates. They advise, coach, invest, and occasionally even join the companies they’ve backed.

For early-stage founders, this is a dream scenario: a cap table filled with GTM leaders who can open doors, challenge assumptions, and drive growth, not just in theory, but in practice.

 Looking Ahead: What's Next for GTMFund

As the AGM concluded, one thing was clear: GTMFund is just getting started. The playbook for scaling SaaS in 2025 and beyond is still being written—and this fund intends to be at the center of that narrative.

The fund’s future priorities include:

• Doubling Down on Operator-Led Value Creation: Integrating advisors into portfolio companies more proactively and at an earlier stage.

• Expanding strategic investment themes with a focus on AI, RevOps, vertical SaaS, and buyer enablement.

• Launching Education and Enablement Tracks: Assisting portfolio founders in enhancing their GTM leadership by providing curated workshops, playbooks, and one-on-one mentoring.

More broadly, GTMFund is positioning itself as not just a source of capital, but also as the GTM engine behind the next generation of category leaders.

 Final Thoughts

The 2025 GTMFund AGM wasn’t merely a reflection on the past—it was a glimpse into the future. At a time when the B2B SaaS playbook is being rewritten, GTMFund is making bold investments in the founders, operators, and ideas that will define the next era.

It’s no longer sufficient to create a great product. In today’s landscape, the companies that succeed will be those that know how to bring that product to market intelligently, efficiently, and with empathy.

As the conversations in New York made clear, GTMFund isn’t merely observing that future; it’s actively building it.