Dave Yuan (@davelyuan) 's Twitter Profile
Dave Yuan

@davelyuan

Founder @tidemarkcap. 20+ yrs investing 12 IPOs, 10 M&A. Husband & father. Figuring out Twitter. Not investment advice

ID: 29227902

linkhttps://www.tidemarkcap.com/team-members/dave-yuan calendar_today06-04-2009 15:56:50

938 Tweet

3,3K Followers

1,1K Following

tidemark (@tidemarkcap) 's Twitter Profile Photo

Join us in congratulating Tidemark portfolio company OneStream Software on its exciting IPO today! It's been an honor to partner with Tom Shea, Bill Koefoed, and the entire OneStream team as they’ve continued to build this generational software franchise.

Join us in congratulating Tidemark portfolio company <a href="/OneStream_Soft/">OneStream Software</a> on its exciting IPO today! It's been an honor to partner with Tom Shea, <a href="/wkoefoed/">Bill Koefoed</a>, and the entire OneStream team as they’ve continued to build this generational software franchise.
tidemark (@tidemarkcap) 's Twitter Profile Photo

We (like every other technology investor) are on the hunt for native AI companies with compelling value props and compounding advantages. That said, we don’t believe Vertical SaaS incumbents who own a “control point” are bound for obsolescence.

We (like every other technology investor) are on the hunt for native AI companies with compelling value props and compounding advantages. That said, we don’t believe Vertical SaaS incumbents who own a “control point” are bound for obsolescence.
Dave Yuan (@davelyuan) 's Twitter Profile Photo

.tidemark was founded on a simple premise: if we build an incredible community around ourselves and do right by them, we’ll earn the right to invest in three to five companies in this community each year and (hopefully) create one hell of an investment firm along the way.

.<a href="/tidemarkcap/">tidemark</a> was founded on a simple premise: if we build an incredible community around ourselves and do right by them, we’ll earn the right to invest in three to five companies in this community each year and (hopefully) create one hell of an investment firm along the way.
Dave Yuan (@davelyuan) 's Twitter Profile Photo

.tidemark was founded on a simple premise: if we build an incredible community around ourselves and do right by them, we’ll earn the right to invest in three to five companies in this community each year and (hopefully) create one hell of an investment firm along the way.

tidemark (@tidemarkcap) 's Twitter Profile Photo

We (like every other technology investor) are on the hunt for native AI companies with compelling value props and compounding advantages. That said, we don’t believe Vertical SaaS incumbents who own a “control point” are bound for obsolescence.

We (like every other technology investor) are on the hunt for native AI companies with compelling value props and compounding advantages. That said, we don’t believe Vertical SaaS incumbents who own a “control point” are bound for obsolescence.
tidemark (@tidemarkcap) 's Twitter Profile Photo

We are just 20 days out from our first VSaaS Collective Live event, and we have been absolutely blown away by the incredible interest in attending from the Vertical SaaS community. We've hit capacity for this year, but you can join our waitlist at the link below. If a spot

We are just 20 days out from our first VSaaS Collective Live event, and we have been absolutely blown away by the incredible interest in attending from the Vertical SaaS community. 

We've hit capacity for this year, but you can join our waitlist at the link below. If a spot