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Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]

Joys of Compounding

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Defining Quality and Investment Dynamics in Vertical SaaS

This chapter explores the crucial aspects that determine quality in companies targeted for investment within the vertical SaaS market. It emphasizes the importance of modern technology, growth metrics, sales and marketing efficiency, and deep industry knowledge possessed by founders. The conversation also touches on the significance of creating products tailored for specific vertical markets, addressing challenges faced by founders lacking industry insight, and building a lasting holding company with a strong shareholder base and long-term vision.

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