Introduction & Thesis
Idea Stage
-
Theres A Better Way To Start A vSaaS Company…
-
The 4 Types Of Vertical SaaS Companies
-
The Classic vSaaS Playbook
-
The Digital Franchise vSaaS Playbook
-
The Hybrid vSaaS + M&A Playbook
-
The Full Stack Playbook
-
NEW: Vertical AI Co-Pilots
-
NEW: Venture Buy Outs
-
In The Research Phase of vSaaS Company Formation? Use This Checklist
-
Step By Step Guide To Building A Vertical SaaS Business
-
Picking The Right Market
-
How To Size Your Market Opportunity
-
Unbundling Massive Horizontal Companies
-
The Vertical AI Opportunity
-
Free Start-Up Idea: AI Agent App Stores
-
Slicing Pie: An Incredible Value Driver For Brand New Companies
-
Ideal Founding Team Characteristics
-
Caution: Vertical AI DOESN'T SOLVE The vSaaS GTM Problem
-
What Does A Founder Actually Do?
-
Create Your Value Prop: A Fill-In-The-Blanks Guide
-
Building Wedge Products
-
11 Wedge Product Ideas
-
Free Wedge Idea: Check Cashing
-
Usage/Performance Based > SaaS Based For Your Initial Product
-
When To Go Multi-Product
-
How To Raise Your First Round Of Capital
Master Industry List & Scorecards
-
1000+ Industries Ranked By Size, Companies, & Fragmentation
-
Futher cuts of 1000+ industry data
-
My Exact Exercise For Industry Selection
-
Industry Scorecard #1: Residential Treatment Centers
-
Industry Scorecard #2: HVAC
-
Industry Scorecard #3: Car Dealerships
-
Industry Scorecard #4: Law Firms
-
Industry Scorecard #5: Machine Shops
-
Industry Scorecard #6: Religious Organizations
-
Industry Scorecard #7: Youth Sports
-
Industry Scorecard #8: Financial Advisors
-
Industry Scorecard #9: Chiropractors
Operating Stage
-
9 Keys To Monopolizing Your Industry
-
Vertical SaaS + Embedded Payments Playbook
-
Vertical SaaS = Small TAM. Exposing the Vertical SaaS Myth
-
The Bundle / Platform Law Of Software
-
How To Build A Big Business In One Industry
-
Key Focus Areas At Each Revenue Stage Of Your vSaaS Business
-
What Will Kill Your Startup & What Won't
-
What Do You Look For In People You Hire?
-
Industry Engineer
-
Stop Making Excuses & Launch Payments Already
-
5 Common Characteristics of Successful Venture-Scale vSaaS Companies
-
9 SaaS Metrics To Orient Your Business Around
-
Vertical SaaS Benchmarks & Playbook Overview
-
Have A Plan B / Escape Pod
-
Land & Expand Strategy
-
How To Identify Outlier Talent
-
GTM Motion Greatly Impacts The Size of Business You Can Build
-
Essential Interview Questions
-
B2B Product Development Philosophies
-
Build A Triple Threat vSaaS
-
5 Quick Things You Can Do To Grow Faster
-
Using Maslow's Hierarchy of Needs to Build Products
-
All B2B Products Eventually Converge
-
Thoughts on Investment Bankers
-
Vertical Specific App Stores
-
Embedded FinTech Is Moving Software into a Vertical Era
-
The Verticalization of Payroll
-
The AI Opportunity in vSaaS
-
Embedded Insurance
-
Embedded Lending
-
Managing Risk With Embedded Payments
-
Psychology Backed Pricing Strategies
-
Moving From Founder Led Sales To Employee Led Sales
-
Self Interest Selling
-
The Power Of Roadshows & How You Can Add Milllons In ARR With Them
-
A Simple Software Sales Framework
-
Powering GTM Teams With Good Data
-
Vertical Software's Integration Problem & How To Combat It With Vertical AI
-
5 Actionable Sales Hacks To Win More Customers Immediately
-
How To Win $100K+ Deals With Account Based Marketing (ABM)
-
Time To Value: The Key "Input" of Customer Retention
-
Structuring Incentive Plans For Success
-
Hold Your Department Heads To The Same Standard As Pro Coaches
-
How To Compete W/ Big & Legacy Industry ERP's
-
Understanding VC Economics
-
Does AI Threaten Vertical Software?
-
How To Raise Money Through Cold Emails
-
Round By Round VC Benchmarks for SaaS Companies
-
Market Dynamics VC's Want To See
-
Strategy Roles At Start-Ups Are Bullshit
-
How To Structure Your Investor Updates
-
How To Structure/Run Your Board Meetings
-
How To Sell Your vSaaS Business
-
Interacting with Private Equity / Growth Equity Funds? These are the MUST DO’S
-
BONUS LIST: 500+ SaaS Investors & VC Funds
-
BONUS LIST: 70+ Vertical SaaS Growth Equity Investors
-
VC's Interested In Venture Buyouts
Vertical SaaS Company Case Studies
-
Constellation Software: vSaaS Holding Company
-
The King of M&A + vSaaS: Brad Jacobs
-
How Brad Jacobs Thinks About Industry Selection
-
Other Resources on Brad Jacobs
-
Harvey: Vertical AI For Law Firms
-
Tribute Technology: vSaaS for Funeral Homes
-
Teamshares: M&A + SMB SaaS
-
Abridge: Vertical AI For Clinicians
-
FullSteam: vSaaS Hold Co + Embedded Payments
-
Squire: vSaaS for Barber Shops
-
Service Titan: vSaaS for Field Services
-
nCino: vSaaS for Banks
-
Pipedreams: M&A+VsaaS for Home Services
-
Dutchie: vSaaS for Dispensaries
-
TrunkTools: Vertical AI For Construction
-
Veeva: vSaaS for Life Sciences
-
Metropolis: vSaaS + M&A for Parking Lots
-
Slice: vSaaS for Pizza Shops
-
EvenUp: Vertical AI for Personal Injury Law
-
OpenGov: vSaaS for Local Governments
-
Procore: vSaaS for Construction
-
Wrapbook: vSaaS for Media Companies
-
Toast: vSaaS for Restaurants
-
Palantir: vSaaS for Defense
-
EvolutionIQ: The First Major Vertical AI Exit
-
Weave: vSaaS for Dental Practices
-
Clever: IaaS for Schools
-
Roofer.com: vSaaS + M&A for Roofing Companies
-
Cloudbeds: vSaaS for Hotels
-
DISCO: vSaaS for Law Firms
-
Blackboard: vSaaS for Colleges
-
Check: Embedded Payroll for vSaaS Companies
-
Lula: Embedded Insurance for vSaaS Companies
-
FareHarbor: vSaaS for Tourism Companies
-
MindBody: vSaaS for Wellness
-
Shopify: vSaaS for eCommerce
-
EquipmentShare: vSaaS for Construction Rental
-
Appfolio: vSaaS for Property Managers
-
Epicor: vSaaS for Manufacturing
-
Tithely: vSaaS for Churches
-
Odeko: vSaaS for Coffee Shops
-
Storable: vSaaS for Storage Units
-
Cents: vSaaS for Laundromats
-
Classy: vSaaS for Non Profits
-
Guidewire: vSaaS for P&C Insurance
-
LeagueApps: vSaaS for Youth Sports
-
Monograph: vSaaS for Architecture Firms
-
AtoB: Financial vSaaS for Trucking
-
Shopmonkey: vSaaS for Automotive Shops
-
Swiftly: vSaaS for Public Transporation
-
Hebbia AI: GenAI for Research Heavy Industries
-
Eren Bali: Founder of Udemy & Carbon Health
Fantastic External Resources
Conclusion
