A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz

Vertical SaaS proved to be a sleeping giant that transformed industries during the first cloud revolution. Today, the top 20 US publicly traded vertical SaaS companies represent a combined market capitalization of ~$300 billion, with more than half of these companies having IPO'd in the last ten years.

Now the rise of large language models (LLMs) ha... See more

 - Khoros (fka Lithium) - Samsung, Sephora, Microsoft, Airbnb, Powerschool, eBay, Etsy  - Higher Logic (Acq. Vanilla Forums) - Tesla, Electronic Arts, and a lot of nonprofits. They also have good onboarding - Salesforce Experience Cloud - Farmers Insurance (Agents), UC BerkeleyAnd there are a few new entrants that might be inter... See more

It took Customer.io 10 months to get from $50K to $100K MRR