Archive - Verticalized

The Current Tech-Enabled Rollup Gap + the Funeral Industry

Apr 1 •

March 2025

Card Stores, Odeko, and Acquisitions

the hottest SMB market: gambling on Pokemon cards

Mar 18 •

ELDs, Samsara, and Veeva

tuesday riffs #3

Mar 4 •

February 2025

May 2024

Education Unbundling

opportunities in a post-AI tutor world

May 15, 2024 •

Engines and Tech Trees

powering industry R&D going forward

May 9, 2024 •

February 2024

Vertical SaaS is Dead. Long Live Vertical SaaS.

AI, business models, and paradigm shifts

Feb 20, 2024 •

November 2023

a study in vertical SaaS buyouts

Nov 8, 2023 •

Davisware: The OG of Vertical SaaS

the story of an enduring company for commercial food service

Nov 1, 2023 •

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