All Posts

In the first three articles, we’ve journeyed from recognizing the invisible goldmine of proprietary vertical SaaS data, through the...

In the preceding articles, we highlighted the inherent value of proprietary vertical SaaS data and detailed the strategic steps to audit...

The second article in a series of four articles diving into driving value through Data In the first article, we discussed why proprietary...

The first in a four-part article series focused on "Unlocking Hidden Value with Data" within Vertical SaaS companies When evaluating a...

How to Drive Change at the Organization Effectively driving change at a portfolio company is less about power and more about influence....

How to Approach These "sub-perfect" companies in your own portfolio The task with these portfolio companies isn't just to wait and hope;...

Investing in "Non-Perfect" Vertical SaaS Companies: The Opportunity The widening valuation gap (and ability to transact) between...

Innovation is not just a buzz word, with the evolution of AI and machine learning- it is a fundamental imperative, especially for private...

The choice is to start transforming or start declining A few investors have recently asked me some form of the question: With all of the...