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Today CJ hosts Dave Yuan, the founder and partner at Tidemark — a legend in the world of vertical SaaS.
Today CJ hosts Dave Yuan, the founder and partner at Tidemark — a legend in the world of vertical SaaS. Dave has been investing, advising, and building technology companies for over 20 years. Before founding Tidemark, Dave spent 15 years as a general partner at Technology Crossover Ventures (TCV), where he was fortunate to invest in and help 25 companies scale and win. Twelve companies have gone public, and eight have been acquired. Today’s conversation covers key heuristics, what’s wrong with classical vertical SaaS strategies, and the importance of thinking multi-product early on. This is a master class in how vertical SaaS companies come to dominate a market and a deep dive into the metrics they stay close to along the way.
As mentioned during the episode, Tidemark is launching its first annual Vertical and SMB SaaS Benchmark survey. You can complete the survey here if you’re a vertical SaaS or SMB/horizontal leader (https://www.surveymonkey.com/r/DXPNVWM). It is completely anonymous and takes ~10 minutes to complete. If you’re interested, the Tidemark team can walk you through your results compared to your peers. Survey participation also helps provide valuable insights in support of the broader vertical SaaS ecosystem and benefits your fellow operators.
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LINKS:
Tidemark's 2024 SMB and Vertical SaaS Benchmarks Survey: https://www.surveymonkey.com/r/DXPNVWM
If you liked this episode, check out Alex Clayton of Meritech on Run the Numbers: https://podcasts.apple.com/us/podcast/a-saas-metrics-deep-dive-with-alex-clayton/id1704418764?i=1000638155836
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@cjgustafson222 (CJ)
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@tidemark_vskp
