Unsexy vertical software with embedded finance holds massive opportunity
Ben Currin · Bootstrapping to $50M ARR in Vertical SaaS | Vantaca's HOA Software Playbook · Feb 12, 2026 · at 3:28
Ben Currin, CEO of HOA management software company Vantaca, discusses the investment and software thesis that led him to enter vertical SaaS.
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“What I saw as an opportunity, not HOA, I didn't know anything about the HOA market, but these kind of not sexy vertical software kind of markets that, that were sneaky big either had a payments component or a financial services component or had a big ecosystem around it.”
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“I mean, it was clear to us that that was a checkpoint that would accelerate growth. You know, I don't know if we perfectly saw over the next, you know, three or four years, 10 X, you know, over that period of time, but we saw that as a possibility and we saw a…”
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“Right around 500 professional community association management companies. That has within it 50,000 communities and over six million homes.”
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“Yeah, I think that's like, that's ballpark the right range to think about for SAS.”