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Market Structure Drives Strategy

tidemarkcap.com · 2,145 words · saved by 1 readers

A small market does not mean a small opportunity. Finance your business correctly, and bring on the right thought partners like Tidemark to help you expand and extend; your opportunity might be bigger than you think! By Dave Yuan When considering market sizes, the knee-jerk reaction is to think that bigger is better. For new founders, I’ll often see a slide in their pitch deck showing some gazillion-dollar TAM, and “all they need to do is capture 1% of that” to have a billion-dollar outcome. From there, they’ll wipe their hands of the whole market-sizing affair and get back to work. ‍ The wily Vertical SaaS founder, the one who knows what they are doing, understands that the market drives the strategy. Understanding merchant fragmentation and total location volume is critical because this will dictate everything from what type of capital you need to raise to your eventual expand and extend product roadmap. ‍ Vertical SaaS is a technology category that hosts many different business mode

Market Structure Drives Strategy Latest Access Our 2025 Benchmark Report Download it now Join Us Collective Live Returns Oct 21-22 Apply Now tidemark tidemark Foundation VSKP On this page This is some text inside of a div block. author Dave Yuan Founder and Partner, Tidemark share ARticle When considering market sizes, the knee-jerk reaction is to think that bigger is better. For new founders, I’ll often see a slide in their pitch deck showing some gazillion-dollar TAM, and “all they need to do is capture 1% of that” to have a billion-dollar outcome. From there, they’ll wipe their hands of the

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