Our latest perspectives on the issues that matter most in business software.

Vertical SaaS has evolved into Vertical AI and the approaches founders take to building companies have shifted accordingly. Here are four of the business models we are seeing Vertical AI startups gravitate towards as they explore what the next chapter of vertical software will look like. We are open to companies building under any of these frameworks, and the approach a company takes will largely depend on the type of customer they want to reach. This list isn’t meant to be exhaustive but think of it as a snapshot of what we are seeing as vertical AI investors in today's market.