Vertical Software Monopolies
topic on 1 show · 1 statements across 1 episodes
1 statements about Vertical Software Monopolies, every show
O'Driscoll: Private equity prefers niche vertical monopolies over venture-backed SaaS
“PE guys ironically love the things that we don't love. Let me tell you what I mean by that. They love a boring ass software company. In a teeny tiny vertical, with 40% market share, where they can screw the customers for the next five years by raising prices b…”