Tidemark Founder Dave Yuan joined Matt Harney, host of Cloud Ratings, for a discussion around our investment thesis in Vertical SaaS.
Dave and Matt discuss:
- How Tidemark thinks about investment criteria.
- Ideal qualities for vSaaS founders.
- Dave's viewpoints on overspending in R&D, product risk, and product development in vertical SaaS.
- What does good multi-product sequencing look like?
- Is AI an opportunity, neutral, or a threat in vertical SaaS?
- The supply/demand imbalance between private investors and scaled vertical SaaS companies.
- A framework for determining when to raise more capital or pursue a capital-efficient path.
- What SaaS company does Dave admire the most?
- Dave’s learnings from starting a new fund.
You listen to the episode below or wherever you listen to your favorite podcasts.
