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The Vertical SaaS Opportunity in Home Services – Nine Four Ventures

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Over the last decade, the potential of vertical SaaS, software targeted at a specific market, has been thoroughly validated. Early on, software companies looked to create common solutions applicable to as large of a potential userbase as possible – giving rise to horizontal SaaS giants such as Salesforce, HubSpot, and Workday. However, a bevy of vertical SaaS unicorns such as ServiceTitan, Procore, Toast, and Nine Four’s portfolio company Built Technologies have proven the value proposition of verticalized software. We believe the vertical SaaS approach isn’t going anywhere – the total market cap of Fractal’s Vertical SaaS Index, which tracks IPO-based cohorts of key public vertical SaaS players, has grown tremendously over the last decade and show resilience in the face of downturn, remaining above its pre-pandemic highs Source: Tidemark By narrowing the aperture, vertical SaaS companies can be much more targeted in their approach, developing purpose-built features and integrations fo

2026 PropTech Trends The Nine Four Ventures team shared a few of the macro trends and opportunities we’re observing across built world industries. We’re excited to dig in Read More » February 12, 2026 No Comments

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