Dave Yuan

Dave Yuan, Founder and Partner of Tidemark Capital, shares his extensive experience in vertical market software (VMS) investing. He discusses the transformative potential of VMS for small businesses, especially during crises like COVID-19. Yuan highlights the importance of trust in the value chain and effective marketing strategies. He also delves into customer retention metrics and strategies to boost product engagement. Additionally, he shares insights on integrating multi-product strategies and the innovative software revolutionizing the casting market.

Dave Yuan, founder and partner at Tidemark discusses key heuristics and challenges in vertical SaaS, determining control points in a tech stack, the relationship between vertical SaaS companies and marketplaces, and metrics and benchmarks for vertical SaaS companies.

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.

Dave Yuan, founder of Tidemark Capital and a growth equity expert in vertical SaaS, discusses the transformative power of AI in software. He reveals that AI is no longer experimental but integral to operations, highlighting how companies like Toast and ServiceTitan leverage it for measurable ROI. Dave explains the significance of 'control points' and how hero users can catalyze AI adoption against incumbents. He also emphasizes the shift towards outcome-based pricing, allowing firms to capture significant value, and shares insights on navigating AI's impact in various sectors.

Dave Yuan, founder of Tidemark Capital and investor in successful vertical SaaS companies like Toast and ServiceTitan, shares invaluable insights on scaling strategies. He discusses the significance of control points in thriving markets and the evolving landscape shaped by AI. Dave emphasizes the importance of community among founders, innovative growth frameworks, and adapting to challenges posed by new technologies. He urges vertical SaaS entrepreneurs to harness AI thoughtfully to enhance their offerings and stay competitive.