oll.am · market intelligence · TrustMRR last-month delta · 2026-07-06

The board is up 31%. The median company is flat.

Both of those sentences are true — and holding them at once is the whole lesson. A live read of the top-1,000 indie-SaaS startups on TrustMRR, and how their MRR actually moved over the last 30 days. Real data pulled today; every number derived, none invented. Written to teach the why, not to cheerlead a headline.

The one-paragraph read

The cohort added +$3.04M/mo in 30 days (+31%) — but that's a concentration story, not a tide. Half the board is shrinking (38% down, 39% up, 23% flat; median growth ≈ 0%), and the top-10 gainers alone are 52% of all MRR added. One company — Stan, +$1.07M — is a third of the net add by itself. The market isn't rising; a handful of compounders are lifting the average over a flat middle.
$12.87M
cohort MRR today (n=800)
+$3.04M
net added in 30 days · +31%
≈ 0.0%
median growth (the honest center)
52%
of all MRR added = top-10 gainers

Method & honesty note — read this before the numbers

Source = TrustMRR's live /api/v1/startups, pulled 2026-07-06. Cohort = the top-1,000 startups by rank; of those, 800 report both a real subscription MRR (>0) and a growthMRR30d reading — that 800 is the analyzable universe for every figure here. growthMRR30d is a ratio (last-month growth), so the absolute dollar delta is derived as mrr × g / (1 + g) — i.e. we back out what the MRR was a month ago and take the difference. Three honesty flags, because they change how you should read everything below:

Why "up 31%" and "median flat" are both true — the barbell

A single aggregate number hides its own distribution. When you split the 800 startups by whether they grew, held, or shrank, the board is barbell-shaped: mass at both ends, a hollow middle. A few big companies compound hard on the right; a nearly-equal mass bleeds on the left; the typical company in between went nowhere.

39%
growing
23%
flat (≈ 0%)
38%
shrinking

This is the core teaching point of the whole read. The aggregate went up 31% because dollars concentrate; the median went nowhere because bodies don't. "The market is growing" is a claim about weighted dollars; "the typical founder had a flat month" is a claim about counts. They don't contradict — they're measuring different things, and a healthy analyst keeps both on the table. If you only quote the +31%, you've quietly adopted the winners' point of view and erased the 38% who lost ground.

Concentration is the real story

Take the gross MRR added this month and ask who added it. The answer is brutally top-heavy: the ten largest gainers account for 52% of all the MRR added across 800 companies. This is a power-law index — the same shape as a venture portfolio, where a couple of names carry the fund and the rest wash out.

Top 10 gainers · 52%
the other ~790 net movers · 48%
gross MRR added by the top-10 gainerseveryone else, netted

Why this matters for reading the board: an average lifted by ten names is not evidence of a broad opportunity. If you're a new entrant, the relevant question isn't "is the category growing?" (the index says yes) — it's "am I in the compounding tail or the flat middle?" (the breadth says most aren't). Concentration also makes the aggregate fragile: Stan alone is +$1.07M of the +$3.04M. Remove the single biggest mover and the "market" grows meaningfully less. One company's good month is a third of the story.

Who actually moved — the gainers, by name

Dollar-weighted, largest absolute add first. The interesting split isn't gainer-vs-loser — it's incumbent compounding (Stan) vs genuine breakout off a small base (Kibu, Postiz) vs new-listing artifact (the Anonymous rows).

StartupCategoryGeoMRR nowΔ MRR/mogrowth
StanContent CreationUS$3.57M+$1.07M+42.8%
KibuEducationUS$234k+$230k+5,283%
PostizSocial MediaHK$162k+$155k+2,090%
Anonymous startup ⚠︎ artifactUS$136k+$136k+1,298,336%
Anonymous startupFR$188k+$120k+176%
Upscale SystemArtificial IntelligenceUS$88k+$85k+2,723%
SupergrowSocial MediaIN$79k+$76k+2,493%
AEO EngineArtificial IntelligenceUS$67k+$61k+1,154%
CodédexEducationUS$88k+$57k+184%
RankAI · AdspirerMarketingUS$57k · $55k+$56k · +$53k+3,715% · +3,002%

And who gave it back — the losers, by name

Half the board shrank; here's where the biggest dollars left. Note the pattern: the losses cluster in e-commerce and analytics/attribution — categories sensitive to ad-spend cycles and one-time-purchase churn.

StartupCategoryGeoMRR nowΔ MRR/mogrowth
Brand On DemandE-commerceUS$190k−$544k−74.1%
CometlyAnalyticsUS$199k−$197k−49.7%
GoTallHealth & Fitness$56k−$105k−64.9%
Cloud Backup for PodioSecurityDE$2.4k−$24k−90.7%
Oddpool · LaDataVizAnalyticsUS · ES$12k · $4k−$17k · −$12k−58% · −75%
ColdSireSaaSUS$19k−$12k−37.5%

Where the money was added — and shed — by category

Net $/mo added, by category. Two honest asymmetries jump out: Content Creation "wins" almost entirely because of Stan (one company), while Social / SaaS / Dev Tools are healthy by breadth (85–88% of their members growing) even though their dollar totals are smaller. Velocity and revenue are different axes.

Content Creation+$1.09M
AI (by breadth ✦)+$624k
Education+$413k
Social Media+$326k
Marketing+$292k
SaaS+$184k
Dev Tools+$119k
Security−$27k
Analytics−$171k
E-commerce−$468k

✦ The AI paradox — velocity is not revenue

AI is the broadest healthy cohort — and one of the smallest by size. It's the largest category by count (113 of 800), 70% of them growing, +$624k net added — genuinely the most alive corner of the board. But the aggregate AI MRR is only $804k, i.e. ~$7k average MRR each. AI is many small climbers, almost no big MRR. The lesson for anyone building here: being in the fastest-growing, most-crowded category tells you about momentum, not money. A 70%-growing category averaging $7k MRR is a field of seedlings, not a harvest — real, but early, and crowded.

Where money was shed: only three categories are net-negative — E-commerce (−$468k), Analytics (−$171k), and Security (−$27k). E-commerce and analytics are the month's net losers, and (see the loser table) it's concentrated in a few big drops rather than broad bleed. Everything else is net-positive in dollars, even where breadth is mixed.

Geography — the US is the board

Of the +$3.04M net added, the US contributed $1.75M — more than half, from one country. The rest is a long, thin tail, and a couple of the "country" lines are really one company.

GeoNet Δ MRR/moRead
United States+$1.75M~58% of the entire net add. The board is a US board with a global fringe.
France+$259kLed by one large Anonymous listing (+$120k).
United Kingdom+$168kBroad-ish, no single dominant name.
Hong Kong+$160kEssentially one startup — Postiz. A "country" that's a company.
India+$120kSupergrow (+$76k) plus a marketing tail.
Switzerland+$3.3kAcross 5 startups. Essentially absent from the board.

One tie-back to oll.am — then straight back to the guardrail

What this board says to us — and what it doesn't

The read is consistent: this board rewards distribution plus a few compounders. Stan compounds an existing base; Postiz turns open-source reach into MRR; the AI cohort proves that velocity is cheap and revenue is not. And the Swiss / pay-once / privacy lane is still empty — CH is +$3.3k across five names, a rounding error — which is the same open lane oll.am's positioning was built for. That's a real, if small, footnote in our favor.

But the guardrail holds. This is market intelligence, not a work order. Nothing here changes the single next action, and reading it as permission to build more would be the exact infrastructure-before-income trap. The board's own lesson — distribution and a live compounding product beat a crowded field of seedlings — points the same direction we already know: the next move is the first stranger dollar (the LIVE Stripe webhook on core.oll.am + distribution), not another analysis.

oll.am · TrustMRR last-month MRR delta · market intelligence · 2026-07-06 · reads with Strategy and the Control Room
Source: live TrustMRR /api/v1/startups pulled 2026-07-06 · top-1000 by rank · n=800 with MRR>0 and a growthMRR30d reading · dollar deltas derived as mrr×g/(1+g) · percentages unreliable below ~$1k base · mean growth is a low-base artifact, dollar-weighted + breadth are the honest lenses.