Avepoint
Written by the Bee, read it before you send it
KPIMore first meetings turn into real deals, on less preparation time
This is the first meeting, I wanted to see any synergy or partnership we can have
AvePoint just reported record Q2 2026 net new ARR of $29.9M and 27% YoY ARR growth, with channel now driving two-thirds of that incremental growth — making this the moment to scale the MSP motion into new markets like India.
PEER CONNEXIONS B2B eCommerce platform
PEER CONNEXIONS B2B eCommerce platform high
Hitting AvePoint's publicly stated $1 billion ARR target amid 27% YoY ARR growth (Q2 2026)
Dr. Tianyi Jiang (TJ)
Chief Executive Officer and Co-Founder · Co-founded AvePoint in 2001; became CEO in 2020 after years as COO and Co-CEO
Dr. Tianyi Jiang co-founded AvePoint in 2001 and became sole CEO in 2020, after serving as COO then Co-CEO alongside Kai Gong, who is now Executive Chairman. He holds a PhD in Data Mining from NYU Stern and previously worked at Lehman Brothers, Deutsche Bank, and Moody's Analytics.
- Hitting AvePoint's publicly stated $1 billion ARR target amid 27% YoY ARR growth (Q2 2026)
- Growing the channel, which now drives ~59% of total ARR and two-thirds of incremental ARR (Q2 2026)
- Expanding AgentPulse, AvePoint's new AI governance product launched in bundles and standalone
- Closing the gap between AvePoint's ~2,000 MSP partners and the ~20,000 MSP ecosystem in North America alone
- Preparing for Q3 2026 earnings call on November 5, 2026
- Channel partner enablement and MSP growth strategy
- AI governance and data security ("unifying Trust Layer for AI" positioning)
- Singapore as AvePoint's Asia HQ and R&D/AI hub
- Spinning off ventures like MaivenPoint (EdTech) from Singapore
- Investor relations and capital discipline (share buybacks, cash flow)
Shared reflections on AvePoint's journey from a NJ public library to a NASDAQ-listed company, told to tech leaders in Sydney
Celebrated the first graduating cohort of MaivenPoint's Cybersecurity Master's program in Singapore
Marked AvePoint's President's Club recognition trip to Aruba, emphasizing partner and customer commitment
Avepoint today
- Industry
- SaaS data management, governance, and security software
- Size
- ~1,001-5,000 employees; Q2 2026 revenue $124.5M, total ARR $465.1M
- HQ
- Jersey City, New Jersey, United States
- Footprint
- North America · EMEA · APAC (Singapore Asia HQ and R&D hub) · India (channel/partner presence)
AvePoint (Nasdaq: AVPT; SGX: AVP) is a global SaaS provider of data management, governance, and security solutions for Microsoft, Google, and Salesforce environments, now positioning itself as the "unifying Trust Layer for AI." The company sells heavily through a channel of MSPs, system integrators, and resellers, with the channel driving over half of recurring revenue.
- Announced Q3 2026 earnings date of November 5, 2026 (Oct 13, 2026)
- Reported Q2 2026 results: revenue $124.5M (+22% YoY), total ARR $465.1M (+27% YoY), record net new ARR of $29.9M (Aug 6, 2026)
- Launched AgentPulse, an AI governance product, in bundles and standalone, driving pipeline growth (cited Q2 2026 call)
- Partnered with Microsoft on #IntuneForMSPs program pairing Microsoft Intune with AvePoint Elements for MSPs (~78 days ago)
- Channel still only ~2,000 of ~20,000 addressable MSP partners in North America alone, per Q2 2026 call
- GAAP operating margin (8.2%) trails non-GAAP margin (16.3%), reflecting elevated 2026 investment spend
- Q1 2026 EPS missed consensus ($0.07 vs $0.08) despite revenue beat, signaling profitability pressure
- Public commitment to reach $1 billion ARR, reiterated on Q1 2026 earnings call
- Spent $121.5M on share repurchases in 2026 with $108.6M remaining in the buyback program
- Investing in AgentPulse and AI governance as the next growth pillar under the "Trust Layer for AI" positioning
Positioning
We give channel-dependent software vendors like AvePoint direct access to a distribution network of 6,000+ partners across 70+ Indian cities, plus the enablement infrastructure (training, financing, eCommerce) to onboard and activate them at scale. Instead of building MSP recruitment and support infrastructure from scratch in India, you plug into ours.
Pitches
PEER CONNEXIONS B2B eCommerce platform
Gives AvePoint a ready transaction, pricing, and catalog layer to onboard Indian MSPs without building local commerce infrastructure. This directly supports the channel-led ARR growth model you cited as driving two-thirds of incremental ARR.
Tech Data Academy training and certification
Certifies new MSPs on AvePoint's platform at scale, which matters when you're trying to multiply partner count tenfold. Faster-certified partners mean faster time-to-ARR per new MSP cohort.
Cybersecurity, AI, and analytics solution distribution
Positions AgentPulse alongside Tech Data's existing AI/security vendor lines (Elastic, Cisco) for bundled go-to-market with Indian resellers. This extends your "Trust Layer for AI" narrative into a new regional channel with minimal AvePoint-side build.
Conversation arc
“TJ, thanks for making time — given AvePoint's channel now drives roughly two-thirds of incremental ARR, I wanted to explore whether India's partner ecosystem could be part of that next growth curve.”
“Where does the current MSP recruitment and enablement model break down as you try to go from 2,000 partners toward the 20,000 you've sized in North America?”
“We can plug AvePoint into a 6,000-partner network across 70+ Indian cities, with PEER CONNEXIONS for transactions and Tech Data Academy for certification, so you're not building that infrastructure from zero.”
“I hear you — let's be clear about where this moves the needle versus where it's a distraction from AgentPulse and your core NA/EMEA motion.”
“Can we set up a working session with your channel team to size the India MSP opportunity before your November 5 earnings call?”
Ask these
- Q1How are you thinking about closing the gap between AvePoint's ~2,000 MSP partners and the ~20,000 addressable in North America alone — is India part of that math?
- Q2What does enablement and certification look like today for new MSPs picking up AgentPulse, and where does it bottleneck?
- Q3Given GAAP margin is trailing non-GAAP at 8.2% versus 16.3%, how do you weigh new-market channel investment against near-term profitability pressure?
- Q4With the #IntuneForMSPs program pairing AvePoint Elements with Microsoft Intune, are you looking for distribution partners who already carry complementary Microsoft-aligned portfolios?
Feasibility
FAQs
India isn't a near-term priority — we're focused on hitting $1B ARR through our existing NA/EMEA channel motion.
Understood, this isn't about diverting focus, it's about adding a low-lift distribution lane that compounds the channel ARR mix you're already optimizing for. We can start with a scoped pilot rather than a full market entry commitment.
We already have a channel strategy via Microsoft's #IntuneForMSPs program — why add another layer?
This complements that motion rather than competing with it; Tech Data already distributes Microsoft-aligned portfolios and can extend Intune-paired AvePoint Elements bundles into our existing reseller base. It's incremental reach, not a redesign of your Microsoft alliance play.
What they appear to run
- AvePoint is a founding SharePoint ISV since 2001 and 6x Global Microsoft Partner of the Year
- AvePoint deployed Microsoft 365 Copilot, GitHub Copilot and Azure OpenAI internally per Microsoft customer story
- AvePoint joined Microsoft's #IntuneForMSPs program pairing AvePoint Elements with Microsoft Intune