Opportunities in the unbundling of mid-market ERP (Part 1/3) | by Dawn Capital | Jan, 2024 | Medium
ERP is one of the critical technology stacks for businesses, but there is a tension in today’s market. On the one hand, large core ERP providers enjoy massive product surface area, high barriers to entry, and deep moats in key product areas such as accounting. There seem to be strong financial incentives to purchase from the platform with a relatively high bar to buyers ‘double-paying’ for functionality, and considerable cost and complexity in maintaining integrations between multiple vendors and systems. On the other hand, ERP is such a sprawling category that large core vendors are spread extremely thin, maintaining a very wide set of product modules. Their business customers — diverse and complex — are finding it a challenge to map workflows to generalist vendors that can’t hope to cater to company and vertical specificities. The multitude of resulting pain-points felt by business users cannot be understated with many processes still taking place offline, with significant manual int
Opportunities in the unbundling of mid-market ERP (Part 1/3) Dawn Capital 8 min read · Jan 23, 2024 -- 2 Listen Share By Dan Chaplin , Zoe Qin and Skye Fletcher The following post is part of a series: Part I: The unbundling of mid-market ERP Part II: Fintech opportunities: The General Ledger Part III: Fintech opportunities: Procurement and Treasury Introduction: the unbundling of mid-market ERP ERP is one of the critical technology stacks for businesses, but there is a tension in today’s market. On the one hand, large core ERP providers enjoy massive product surface area, high barriers to entr
saved by
related reading
- Vertical Software is the Future - OnlyCFO's Newsletteronlycfo.io
- Intelligence Arbitragesdan.io
- Who Owns the Generative AI Platform? | Andreessen Horowitza16z.com
- The Death of Deloitte: AI-Native Services Are Opening a Whole New Market | Emergence Capitalemcap.com
- Who Owns the Generative AI Platform? | Andreessen Horowitza16z.com
- Software companies buying software: a story of ecosystems and vendors · Erik Bernhardssonerikbern.com
- Growth+Sales: The New Era of Enterprise Go-to-Market | Andreessen Horowitza16z.com
- The Biggest Vertical AI Markets Are Hiding in Plain Sight | Sapphire Venturessapphireventures.com
- Future of Procurement Technology: Upstream Opportunities | Bain Capital Venturesbaincapitalventures.com
- Power in the Age of Intelligencenotboring.co
- Vertical Markets: A Trillion Dollar Opportunity - Altos Venturesaltos.vc
- Compound Startups - by Nandu Anilal - notes & upsidenandu.substack.com