The Vertical Playbook: Data, Commerce, Demand

Beyond Vertical SaaS, What Great Vertical Platform Looks Like?

Not All Verticals Are Built the Same

Not all markets are equally verifiable. And that difference matters.

Don't Sell Software, Sell Transformation

Case Study: How EliseAI Turned Centralization Into a Moat

Context Graph in 1200 Words

The Missing Substrate for Systems of Action

NewFront: Tech-Enabled Insurance Platform Success

How NewFront Succeed in Insurance, where most tech platforms fail?

Fever: The Quiet Entertainment Unicorn

How Fever built an ecosystem with its proprietary media, marketplace and merchant tools

Vertical Breakdowns Predictions in 2026

Structural Shifts in Vertical Platforms in 2026

Vertical Breakdowns 2025 Year-End Letter

A Quick Recap and Reflection on Vertical Breakdowns + What’s Ahead in 2026

Vertical GTM Strategy Blueprint

Rainforest: Embedded Finance as a Service

How Rainforest Differentiates & Competes in Payments

Alpha School: AI-Powered Private School

Why Most EdTech Fail

Current State of Vertical SaaS in 2025

Detailed Review of Tidemark's Benchmark Report

a16z: Turning VC into a Network Effect business

Building the largest, most scalable preferential attachment machine in venture

Slice: The Reverse Franchise for Pizzerias

Vertical SaaS is Increasingly Looking Like Franchise Owners

The Technologized Investor

From Intelligent to Technologized

EliseAI: Revolutionizing Property Management

Evidence-based GTM Approach in Property Management

Counsel Health: A Doctor in Your Pocket

Defining a New Healthcare Paradigm in Asynchronous Care

Navan: Bundling Travel & Spend Management (S-1 Deep Dive)

How Navan Disrupts the B2B Travel Industry with AI

Moxie: Business In A Box Model 101

How Moxie Builds a Software Franchise Model for Medspas

Clio: Defensive Playbook Under AI Pressure

How Clio Navigates Platform Shift with AI

KM Tools: Slow Venture’s First Creator Investment

Unveiling Slow Venture's Contrarian Bets on Creator CEO

Shopify: Embedded Finance Ecosystem

The role of embedded finance in Shopify’s success

Verse Medical: Emergence of Networked SaaS

How Verse Medical Solves the Healthcare User-Buyer Chasm

Conquest: System of Record to System of Intelligence

How Conquest Integrates AI to Empower Wealth Professionals

Instacart: Expansion Through the Supply Value Chain

The Grocery Delivery Marketplace Quietly Building B2B SaaS