The ledger
Shift Forecasts
Every forecast a founder made on the stage — logged, and scored over time.
SHIFT-2026-118Tracking
By 2027, a majority of category-leading vertical SaaS companies will operate their own payments platform.
By Elena Cho · confidence 72% · horizon 2027
SHIFT-2026-116Resolved ✓
Embedded finance becomes the default margin lever for B2B vertical software by 2026.
By Priya Anand · confidence 81% · horizon 2026
SHIFT-2026-112Open
A major CRM ships an app store with revenue share before the end of 2026.
By Tomas Vela · confidence 64% · horizon 2026
SHIFT-2026-109Tracking
Usage-based pricing overtakes per-seat as the default in infrastructure software by 2028.
By Dana Wu · confidence 58% · horizon 2028