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Cloud Ratings: Vertical SaaS Investing Playbook
Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.
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.
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