VSKP Collective


Dave Yuan

Founder and Partner, Tidemark

Richard Son

Investor, Tidemark

If you occupy the control point and scale locations, you’ll Win the Category. 

When Dave penned his first essay on Vertical SaaS back in 2020, he described scaling locations as:

  • Build a great product (and service)
  • Over time, build an efficient and repeatable go-to-market model 
  • And then add capital and execution to press your advantage against sluggish incumbents or poorly capitalized competitors    

We all know, however, that scaling locations is a knife fight. Strategy, tactics, intelligence, and force of will all play a role in victory. The journey to scale can be isolating and lonely. To share the wisdom of those who have walked this path before and to build a community of peers undertaking a similar task, Tidemark is excited to announce the launch of the Vertical SaaS Knowledge Project (VSKP) In Action.

‍The VSKP In Action series is a quarterly deep-dive series led by top industry leaders (many of whom are also Tidemark Fellows) engineered to build a community of trust among non-competitive peer operators so that they can compare tactics and strategies, and ultimately make each other stronger.

The series will follow the VSKP framework:  Win, Expand, and Extend. Building is hard, and these meet-ups are designed to accelerate the learning process by providing access to strategic and operating advice from world class executives. 

Sessions are by invitation and capped to 15 attendees from non-competitive companies to ensure positive group dynamics. As last minute spots open up, we will post to our twitter (@tidemarkcap) and LinkedIn pages.  Please follow us there.  ‍

Transcripts of past sessions are posted below as they become available.


GTM Chalk Talk with JV—Sales Strategy, Analytics, and Tactics with Jonathan Vassil, Chief Revenue Officer at Toast 

Revenue Operations


  • Product Driven Acquisition, Retention and Monetization. upcoming
  • TBA Q3 2022

  • Scaling Paid and Organic Acquisition. upcoming
  • TBA Q4 2022

Share your thoughts

We love the idea of bringing together a community to explore the boundaries of Vertical SaaS and are excited by what we can learn from each other. If you have thoughts or comments or want to get involved, reach out to us at knowledge@tidemarkcap.com. If you would like to keep updated as we publish new content, sign up below.


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Case Studies and Reference

Case Studies

Case Studies and Reference


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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. Companies discussed in these posts may include current Tidemark portfolio companies and/or prior investments made by Tidemark employees while at other investment firms. These 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. The information in this post is not presented with a view to providing investment advice with respect to any security, or making any claim as to the past, current or future performance thereof.

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