Heavy Hitters: The Digital Industrial Podcast
95. Dave Yuan, Tidemark - Dominating Control Points in VaaS
Oct 28, 2024
Dave Yuan, Founder of Tidemark and seasoned venture capitalist, shares insights from his extensive career and the launch of his growth equity fund focused on vertical SaaS. He discusses the importance of product-centric approaches and community-building initiatives for SMB leaders. Dave dives into learnings from recent research on 'Control Points' in Vertical SaaS and the transformative potential of AI in the industry. He emphasizes how understanding stakeholder dynamics and fostering partnerships can drive growth in capital-intensive sectors.
38:30
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Quick takeaways
- Dave Yuan emphasizes Tidemark's unique approach in fostering collaboration among vertical SaaS leaders to enhance operational strategies and community relationships.
- The podcast highlights the critical role of understanding AI as a tool for augmenting workflows and creating opportunities within vertical SaaS markets.
Deep dives
The Genesis of Tidemark
Tidemark was launched by Dave Ewan as a growth equity fund focused on supporting vertical SaaS companies. Building on over two decades of experience investing in technology firms, Ewan identified a desire to operate differently than traditional growth equity firms. He aims to create an ecosystem that emphasizes collaboration and the exchange of ideas among portfolio companies, rather than merely fostering a sales-driven approach. Tidemark's strategy involves engaging with a community of executives to share insights and frameworks that can benefit various technology companies, especially in the SMB and vertical SaaS sectors.
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