Invest Like the Best: A Primer on Vertical Market Software

David Yuan, Founder and General Partner of Tidemark, talks all things Vertical SaaS on the Invest Like the Best with Patrick O'Shaughnessy.

Patrick and Dave cover what makes vertical market software an interesting space to invest in, why the best vertical SaaS entrepreneurs started out as customers, and the greatest case studies that highlight the business model in action.

You can listen to the episode here or below.


July 2023

The information presented in this post is for illustrative purposes only and is not an offer to sell or the solicitation of an offer to purchase an interest in any private fund managed or sponsored by Tidemark or any of the securities of any company discussed. Tidemark portfolio companies identified above are not necessarily representative of all Tidemark investments, and no assumption should be made that the investments identified were or will be profitable. For additional important disclaimers regarding this post, please see “ Purpose of the Site; Not Investment Advice; No Recommendations” and “Regulatory Disclosures” in the Terms of Use for Tidemark’s website, available at Terms of Use (

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