vertical SaaS

7 statements across 4 episodes · 4 bullish · 2 bearish · 4 people on the record · first statement Jul 6, 2022 by Joe Keeley · across every show →

Everything said about vertical SaaS, oldest first

Jul 6, 2022 neutral
Opinion
Keeley: Vertical SaaS payment infrastructure is rapidly becoming commoditized
“Payment infrastructure for vertical SaaS that allows them to monetize payments. And very quickly, you're seeing that become, frankly, not that unique. There are a number of folks that are out there to do that.”
Joe Keeley Jul 6, 2022 ▶ 2:17 SaaS company and want to move into payments? Justifi helps you do it fast. Almost $5b in platform GMV across 36 customers today.
Jul 6, 2022 positive
Assertion Not checkable as stated
Keeley: Justifi operates like Stripe Custom Connect without extra development
“I think if you think about us as like a Stripe custom connect with for vertical SaaS platforms where they don't have to build all this stuff on top of it to get the best economics.”
Joe Keeley Jul 6, 2022 ▶ 1:26 SaaS company and want to move into payments? Justifi helps you do it fast. Almost $5b in platform GMV across 36 customers today.
Jul 6, 2022 bullish
Insight
Keeley: Small Vertical SaaS Platforms Can Quickly Reach $50M-$200M in GMV
“Vertical SaaS platforms and software sort of eating the world is that very quickly a small platform can see funds flow of 50 to two hundred million dollars.”
Joe Keeley Jul 6, 2022 ▶ 7:59 SaaS company and want to move into payments? Justifi helps you do it fast. Almost $5b in platform GMV across 36 customers today.
Jul 6, 2022 bullish
Prediction Not checkable as stated
Keeley: Venture downturns will accelerate vertical SaaS adoption of embedded fintech
“Well, I think it's going to accelerate because let's say that there are venture dollars are reserved.”
Joe Keeley Jul 6, 2022 ▶ 4:49 SaaS company and want to move into payments? Justifi helps you do it fast. Almost $5b in platform GMV across 36 customers today.
Oct 9, 2022 positive
Insight
Chadha: 200 customers in one vertical makes startups more investable
“First of all, stick with a niche. Niches will bring riches. Certainly, you know, I can you know, attest to that. If you have 200 customers in the same vertical, you're going to be more investable than actually being spread over lots of different verticals.”
Paroon Chadha Oct 9, 2022 ▶ 24:08 Founder First PE Playbook: Growing from $24m Revenue Bootstrapper to $400m PE Valuation
Feb 15, 2024 negative
Insight
Expanding into multiple verticals is where many SaaS companies fail
“The harder part is actually getting additional verticals, and I think everybody who nails one thinks they can do many, but that's where a lot of companies go to die.”
Matt Prados Feb 15, 2024 ▶ 2:28 This CEO Does $20m/year Selling Software to Chiropractic Offices
Nov 26, 2024 bearish
Prediction Not checkable as stated
Jay Ackerman: Point Solutions in Vertical SaaS Won't Survive
“Scale matters. Particularly in vertical SaaS. That's the world we're in. Scale matters. Point solutions aren't going to survive.”
Jay Ackerman Nov 26, 2024 ▶ 17:24 AI SaaS for Hospitals Does $50m/yr up from $25m last year, Reveleer CEO
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