Dave Yuan - A Primer on Vertical Market Software - [Invest Like the Best, EP.335]

Podcast: Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this?)
Episode: Dave Yuan - A Primer on Vertical Market Software - [Invest Like the Best, EP.335]
Pub date: 2023-07-04



My guest today is Dave Yuan. Dave is the Founder and Partner of Tidemark Capital, which he started in 2021 after 15 years as a General Partner at Technology Crossover Ventures. Dave has been investing in vertical market software as long as anyone I know and he currently sits on the board of two VMS businesses, Toast and Karbon. He is the perfect guest to deliver a primer on VMS, which is exactly what we do in this episode. Please enjoy my conversation with Dave Yuan.<br />The Vertical SaaS Knowledge Project - Tidemark Capital<br />Founders PodcastFounders Episode 136 - Estee LauderFounders Episode 288 - Ralph Lauren<br /><br />For the full show notes, transcript, and links to mentioned content, check out the episode page here. <br />-----<br />This episode is brought to you by Tegus, the modern research platform for leading investors. Stretch your research budget with flexible expert calls you can trust. At a fraction of the cost of traditional expert networks, Tegus customers pay only what an expert charges – with zero markups and no confusing call credits – netting an average 70% savings. Don’t want to conduct a full hour call? Tegus offers the ability to schedule 30-minutes, an offer you won’t find anywhere else. And they don’t stop there. With white-glove custom sourcing for every project and robust compliance measures, including a dedicated 50+ analyst team that vets every call transcript, Tegus ensures your privacy and protection. As the industry innovator for qualitative insights, Tegus helps you find the right experts you need at a quality and speed that can’t be matched. For a limited time, as a listener, you can trial Tegus for free by visiting tegus.co/patrick.<br />-----<br />Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. <br />Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger,