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Cloud Returns | A Software Investing Podcast
Cloud Returns | A Software Investing Podcast episodes
- Bowery Capital: Vertical SaaS at Seed Stage
Our Guest: Patrick McGovern from Bowery Capital, an early-stage venture capital firm focused exclusively on founders looking to modernize business through technology.
Episode Topics:
- Common patterns emerge when seed-stage companies sell into enterprises.
- Pat's insights on investment criteria for early stage vertical SaaS - can you reach $50m in ARR in a short period of time
- Pat's viewpoints on the dynamic of founders who choose verticals that are too narrow in relation to the requirements of raising venture money
- How should vertical SaaS companies evaluate their metrics using compared to broader, horizontal-oriented benchmarks?
- Pat's viewpoint on AI in vertical SaaS
- Bowery Capital's typical check sizes + three types of deals
- Pat's perspective on an ideal founder
- The rationale behind a vertical SaaS founder opting for VC funding instead of bootstrapping
Resources:
https://bowerycap.com/blog
twitter.com/pw_mcgovern
https://bowerycap.com/blog/insights/artificial-intelligence-in-vertical-software-a-map-of-the-market
https://breakingsaas.substack.com/p/vertical-saas-bowery-capital
About Cloud Returns by Cloud Ratings:Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.
Our host - Matt Harney - is active on Twitter @saasletter and writes "SaaSletter", an investing-oriented SaaS newsletter on Substack.
https://cloudradio.cloudratings.com/
https://twitter.com/SaaSletter
https://www.saasletter.com/
About Cloud Ratings:Cloud Ratings is a customer outcomes-focused, data-driven software research analyst firm. We exist to allow organizations to make more confident, lower-risk software purchasing decisions.
Our Cloud Ratings Category Reports combine user reviews with verified vendor data to impartially identify leading software products. Recent report examples include: Subscription Management Software, Session Replay Software, Sales Compensation Software, and Digital Sales Room Software
Built upon investigative customer interviews, our True ROI Reports quantify and provide 3rd party validation of a software product’s business value.https://cloudratings.com/
38 min
About Cloud Returns | A Software Investing Podcast
From the publisher's feed
How software investors actually decide. Cloud Returns is the software investing podcast from Cloud Ratings, the data-driven software research firm.
Host Matt Harney, Founder of Cloud Ratings and author of the investing-oriented "SaaSletter" newsletter, talks with investors across the capital stack (pre-seed and venture, growth equity, private equity, debt, M&A advisory and the public markets) about how they make decisions.
Each conversation gets specific: investment criteria and underwriting, the metrics that matter and the ones that are noise, what investors want in founders and CEOs, capital strategy from bootstrapping to selling, and how AI is changing software economics and returns.
Guests have included Dave Yuan of Tidemark, Edward Robson of 2717 Partners, and investors from OMERS Ventures, Earlybird, Bowery Capital, ParkerGale Capital and Software Equity Group.
For software investors, and for founders weighing how to fund, scale or sell their company.
Operator conversations happen on our companion show, "Cloud Radio": https://cloudradio.cloudratings.com/
Newsletter: https://www.saasletter.com
Our Research + Firm: https://cloudratings.com