Our Guest: Dave Yuan is the Founder of Tidemark, a growth equity firm focused on helping companies scale. With over 20 years of experience, Dave has invested in twelve companies that have gone public, eight that have been acquired.Episode Topics:Dave and Tidemark’s investment criteria.Ideal qualities for vSaaS founders.Dave's viewpoints on overspending in R&D, product risk, and product development in vertical SaaS.What does good multi-product sequencing look like?Is AI an opportunity, neutral, or a threat in vertical SaaS? The supply/demand imbalance between private investors and scaled vertical SaaS companies.A framework for determining when to raise more capital or pursue a capital-efficient path.What SaaS company does Dave admire the most?Dave’s learnings from starting a new fund.Resources:Tidemark Vertical SaaS Knowledge Project: https://www.tidemarkcap.com/vskpTidemark 2024 Vertical SaaS Benchmark Survey: https://www.surveymonkey.com/r/5CFVSHQAbout Cloud Returns by Cloud Ratings:Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.Our host - Matt Harney - is active on Twitter @saasletter and writes "SaaSletter", an investing-oriented SaaS newsletter on Substack.https://cloudradio.cloudratings.com/https://twitter.com/SaaSletterhttps://www.saasletter.com/About Cloud Ratings:Cloud Ratings is a customer outcomes-focused, data-driven software research analyst firm. We exist to allow organizations to make more confident, lower-risk software purchasing decisions.Our Cloud Ratings Category Reports combine user reviews with verified vendor data to impartially identify leading software products. Recent report examples include: Board Management Software, Account-Based Marketing Software, Cap Table + Equity Management Software, Lead Routing Software, and Sales Training + Onboarding Software.Built upon investigative customer interviews, our True ROI Reports quantify and provide 3rd party validation of a software product’s business value.https://cloudratings.com/

Ver todos los episodios