added by sari and · updated 3y ago
The End of Software, Again
- 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.
from Fintech Scales Vertical SaaS | Andreessen Horowitz by Seema Amble
sari added
- 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
from Go Slow to Go Fast: Software Building and Investing by Chetan Puttagunta
sari added
- My personal favorite are these vertical SaaS marketplaces. They start as vertical SaaS software, then layer in a marketplace later on. Usually, it begins with a software solution that is focused on a highly technical business problem. For example, a software provider may give away or charge a very low fee for something that has high intrinsic ... See more
from Ameet Shah, partner at Golden Ventures, on the economics of vertical SaaS marketplaces by Sacra
Ted Glasnow added