Asset-light Software Businesses: The New Paradigm for Startups

These tools make it possible, for the first time, to effectively get work done without physical co-location — at scale. The last truly significant fixed cost for many startups today is an office lease. Multiple scaled startups (Automattic, Zapier, Invision, Gitlab) have demonstrated the fully remote model, negating the need for an expensive office ... See more

I think that there has been a shift towards this very formulaic driven growth in enterprise software which is very unhealthy. There is a calculation of well here's my CAC, here's my LTV, here's my payback period, I'm ready to sell, let me hire 50 sales reps and let's push this into the market, and three years down the line all the assumptions that ... See more

But with SaaS + fintech, a vertical SaaS company can capture a customer’s traditional software spend as well as the spend on employee and financial services.