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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We're aligned to exactly the same thing - we call it Value SaaS :) Say no to Vanity SaaS :) We're working with 33 b2b SaaS startups. First ten are all MoM cashflow +ve , capital efficient & growing fast! Would love to chat with you on this
@patio11 !pic.twitter.com/exhefldnvH
Thanks. Twitter will use this to make your timeline better. UndoUndo
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I wish they'd hug marketplace entrepreneurs more tightly.
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Really, anyone accepting payments via ACH.
End of conversation
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