Love this investment memo from @tylertringas and the team at Earnest, describing why they believe verticalized B2B SaaS is effectively an emerging new asset class:https://earnestcapital.com/investment-memo-fund-2/ …
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They already are, and will continue to be, much more geographically distributed within and between countries than venture investment traditionally is. They will eat the remote work/employment opportunity a lot faster than AppAmaGooFaceSoft and upcoming similar companies will.
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They’re also going to be a large enough ecosystem to support many businesses built to serve their needs, including probably at least a few extremely material ones.
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(And you’d best believe Stripe intends to continue hugging software entrepreneurs tightly.)
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End of conversation
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Can you share more about this "savvy person" and the math behind the number? More importantly, what do you (or the Twitter collective) believe the number to be NOW??? In other words...how many SaaS businesses exist today?
Thanks. Twitter will use this to make your timeline better. UndoUndo
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