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Tidemark

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At Tidemark, we don’t kid ourselves: we don’t have it all figured out. We spend our days rigorously debating and analyzing new opportunities. As you would expect, this often means that people will be thinking about the same topic simultaneously and come at it from very different perspectives and with very different beliefs on outcomes. ‍ Normally, we synthesize those perspectives into a cohesive view and publish our research through our website, such as our hallmark series on Vertical SaaS: The Vertical SaaS Knowledge Project. ‍ However, this time, we thought we would do something different and maybe a little dangerous. We decided we would publish two internal essays on the same topic, with not just different views but different ways of thinking about the same market opportunity. The first was written by our founder, Dave Yuan. The second is written by our Director of Ecosystem and Investor, Michael Tan. ‍ Funnily enough, they coincidentally wrote their own pieces on the same topic sim

Innovation or Obsolete Trend? | Tidemark 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 Are Tech-Enabled Vertical Roll-Ups the Future or the Past? author Tidemark share ARticle At Tidemark, we don’t kid ourselves: we don’t have it all figured out. We spend our days rigorously debating and analyzing new opportunities. As you would expect, this often means that people will be thinking about the same topic simultaneously and come at it from very different perspectives and with very differen

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