Thoughtful analysis of multi-product growth for vertical saas players, we agree and think there is much much more to come on this front. tidemarkcap.com/vskp-chapter/m…

Wonder, a "cloud kitchen on wheels" company led by Marc Lore, raised $350 million led by Bain Capital Ventures at around a $3.5 billion valuation, per the WSJ.

The world is retuning to normal and that’s good in the long run. Vertical SaaS companies will face challenges like everyone else, but their massive value prop to their customers will prevail. Time to cut internal costs, but continue expanding (your customers need you)

Vertical SaaS players will soon become one-stop-shops leveraging Embedded SaaS verticalsugar.com/embedded-saas-…

Plainsight today introduced its Vision AI platform that counts the number of cattle, sheep, or pigs in a specific area to assist with farmers' livestock management. Of course this will be embedded SaaS techrepublic.com/article/plains…

Vertical SaaS Weekly Roundup (July 10th, 2022): Aptean acquires Produce Pro, Tebra raises $72M at $1B+ valuation, Jonas Fitness Acquires Club Solutions, Teamworks raises $50M verticalsugar.com/vertical-saas-…

Vertical software investing has been dominated by Private Equity. They’ve made a killing in the process (just look at Constellation as an example). Early stage VC’s need to think about jumping deeper into the category 🧵

Vertical SaaS Metrics - the complete handbook verticalsugar.com/vertical-saas-…

When as-a-service goes wrong: BMW starts selling heated seat subscriptions for $18 a month theverge.com/2022/7/12/2320… via The Verge

Vertical SaaS Weekly Roundup (July 16th, 2022): Embedded Plants, Auto Salvage VSaaS, India, China, and more! verticalsugar.com/vertical-saas-…

Vertical SaaS Weekly Roundup (July 23rd, 2022): Index ventures thesis, Jewelry vSaaS, how to Adopt AI, ERPs and more. verticalsugar.com/vertical-saas-…

Vertical SaaS Weekly Roundup (July 28th, 2022): Embedded AR/AP, Embedded Credit Underwriting, Maritime digital platform, Wealth Management vSaaS, and more. verticalsugar.com/vertical-saas-…

Vertical SaaS Weekly Roundup (August 7th, 2022) - Embedded Satellites, Vertical Intelligence, future of payments for vSaaS, and more verticalsugar.com/vertical-saas-…

Recently I sent a very long and honest email to my executive team given the recent SaaS market conditions and challenges. It worked. The team is fired up. Sharing the email because a younger me would've wanted to see it: