SaaS is not only evolving—it’s also expanding, to bigger TAMs and stronger business models, right before our eyes. We believe there’s an opportunity for SaaS companies to create products that work better together. We call these Platforms of Compounding Greatness ("PCG").

While single-product, linear software businesses have worked great for the last ten years, the twin tailwinds of cloud transition and low interest rates are exposing weaknesses in the model. By understanding what limits most single-product software businesses, we can see hints of what will solve the current problems.