Tidemark

👋 Meet Eva Pullano, one of the newest faces at Tidemark! Eva joins us to lead Marketing and Community––bringing over a decade of experience in driving brand growth and visibility for startups and venture capital firms. Originally from New York, Eva now calls Northern California home. In her free time, you can find Eva exploring new hiking trails, planning her next ski trip, or spending time at home with her husband and their puppy, Blue Cheese. Learn more about Eva's background here: https://lnkd.in/d9nmYE2q We’re thrilled to welcome Eva to the Tidemark team! 🎉

🎊 Join us in congratulating Tidemark portfolio company ServiceTitan on its Nasdaq debut! It's been an honor to partner with Ara Mahdessian, Vahe Kuzoyan, Connor Theilmann, Dave Sherry and the entire ServiceTitan team as they build the operating system powering the trades. A clear category leader, ServiceTitan embodies what it means to be a true Vertical SaaS legend by winning the category, expanding offerings, and extending through the value chain. The team has built a platform that delivers a seamless and integrated experience–enabling thousands of business owners to accelerate growth, drive operational efficiencies, and deliver superior customer experiences. As the core system for trade professionals, serving both back and front-office functions, ServiceTitan demonstrates why owning the control point is critical for long-term success in VSaaS. Tidemark is also fortunate to count ServiceTitan Chief Business Officer, Connor Theilmann, and former Chief Growth Officer, Ershad Jamil, as Tidemark Fellows. Their contributions and insights have been invaluable to our VSaaS community. We look forward to continuing our partnership with the team on their next chapter 🚀 Read more from ServiceTitan about today’s announcement here: https://lnkd.in/gt8zXTZM

Just 1 day left to register for our upcoming webinar with AGC Partners. Join Tidemark Founder David Yuan and AGC Partners' CEO Ben Howe as the two discuss key takeaways from our 2024 Vertical SaaS Benchmark Report. Register below ⤵️

The Platform Journey continues! 🎙️ In our latest episode, host Avanish Sahai speaks with Kevin Haverty, Board Member at Sprinklr and former ServiceNow executive. Drawing from his decade of experience scaling ServiceNow's go-to-market organization, Kevin shares invaluable insights on: 🎯 What it truly means to be a platform-first company 📈 How customer feedback shapes domain expansion strategy 🤝 Building and leveraging ecosystem partnerships at scale 💡 The art of balancing core innovation with new market opportunities As ServiceNow's former Chief Revenue Officer, Kevin offers a unique perspective on transforming a company from a single-product solution to a multi-domain platform powerhouse. Don't miss this compelling conversation that unpacks the strategic decisions that drive platform success. https://lnkd.in/gqJMmVgT

🎯 Should your Vertical SaaS company build an ads business? Tidemark portfolio companies like Dutchie, which recently launched an ad platform, think so! In our latest piece, Stephen Howard-Sarin, former VP of Retail Media at Instacart and MD of Retail Media at Criteo, shares hard-earned insights from decades of experience working across retail media's biggest platforms. Stephen breaks down: 1️⃣ How to determine if your business is suited for retail media 2️⃣ The three types of advertising options, ranked from best to worst 3️⃣ Why transaction data is the key to creating advertising value 4️⃣ The critical considerations across technology, sales, and culture required to launch an ad business Plus: Stephen shares a framework for calculating whether the revenue opportunity justifies the investment. Dive into the complete analysis here: https://lnkd.in/gS93D6C5

📊 For VSaaS companies, understanding your "Operational TAM" - not just “hand-wavy” market size - can be the difference between sustained growth and hitting an unexpected wall. In our latest piece, Tidemark’s Diego Z., Michael Tan, and David Yuan share key findings from a study of 21 public Vertical SaaS platforms that reveals critical growth patterns at different ARR thresholds, notably: 1️⃣ Below $250M ARR: Growth comes evenly from new logos and ARPU 2️⃣ $250M-500M ARR: Companies lean more heavily on ARPU growth 3️⃣ Above $500M ARR: Market leaders find ways to sustain logo growth through a large enough TAM or through new, adjacent markets Head to the link below to read more on how mastering your operational TAM can unlock growth.

We are baaaack! 😍 Thanks to the many of you who kept prompting me for when we'd restart the Platform Journey podcast and for the amazing feedback and support! After exactly a year-long break, I am super excited to return to the podcasting world and schedule. Thrilled to have my friend David Yuan join me to share some very thoughtful investor/board level perspectives on when and how to build the Platform + Ecosystem journey and what some of the pitfalls and success metrics are. #ThePlatformJourney #Platforms #Ecosystems

The wait is over! We’re excited to unveil a new season of The Platform Journey hosted by Tidemark Fellow and seasoned technology exec, Avanish Sahai. This season, Avanish speaks with C-suite executives, board members, investors, and other key stakeholders crucial to the platform journey. In the Season 5 premiere, Avanish sits down with Tidemark’s David Yuan. Together, they discuss: 📈 Tidemark's VSKP framework––how a Vertical SaaS company can win its category, expand offerings, and, for a select few, extend through the value chain ⚖️ What it really means to be a control point and why it matters 🔎 How to assess if your team is ready for the platform journey …and much more! Catch this conversation and all previous episodes at the link below. https://lnkd.in/gMg8Xm7m

Has AI just changed the rules of data gravity in Vertical SaaS? For years, being a system of record meant having an insurmountable advantage. But as AI capabilities continue to grow, that paradigm is shifting. In our latest piece, Tidemark’s Diego Z. and David Yuan join Cordial's Head of AI, Jair Verçosa, to explore how AI is reshaping traditional data gravity advantages in vertical software. Key insights: 📊 Why systems of record may no longer have the moat they did 12 months ago 🔄 How AI serves as a bundling layer to structure data across applications 💡 Why the competitive advantage is shifting from data ownership to orchestration 🚀 Real-world example: How Cordial is leveraging AI-powered data integration Plus, don't miss commentary from Tidemark Fellow and DocuSign President Robert Chatwani on how AI is opening new frontiers in enterprise software. Read the full analysis here: https://lnkd.in/g-2P2CPm

📣 We’re excited to share the most disruptive pattern we’ve seen in Vertical SaaS since the introduction of embedded payments: a new control point pattern we call “Formation and Access.” Formation refers to helping entrepreneurs start a business in a new field or spin out of large existing organizations to create their own standalone ventures. Access is about solving key constraints in the new business by providing access to key resources and relationships. This includes giving these new startups an advantageous position from which to reach customers, suppliers, and licensors. We see that Formation and Access Vertical SaaS Vendors (VSVs) are earning 10x the take rates of traditional VSVs and quickly taking market share. They level the playing field for Davids to slay Goliaths. At the same time, they need to be thoughtful about how to sustain value propositions (and thus take rates) over time. Read more about why we’re excited about this idea and the potential pitfalls that founders pursuing it should be wary of: https://lnkd.in/gmBqMjUY