Field reps run their business from the road but use tools built for a desk. Enata (https://t.co/ILgzJjjm5f) fixes that with a voice-first AI platform to manage your territory on the go. A former field sales leader teamed up with two product & eng vets to build what he wished he had in the field. Proud to lead this one.
I used Claude to scrape SEC filings/media reports/employee data, etc. on 85+ vertical AI companies to drill in on everyone's favorite metric - ARR per FTE.
Introducing Vertical Velocity.
Norm Law LLP represents the first AI-native big law firm but not the last.
Instead of rolling up professional services firms, they are hiring lawyers, AI engineers, and building from scratch.
My view: the labs will make immense money providing inference to this next wave of apps. Think of foundation models as raw commodities and vertical AI as the finished product.
Every company needs to leverage AI, but horizontal models and their UX won’t cut it for most business settings.
But vertical AI founders should still pay attention to vibe coding.
It makes the bar for earning budget is higher. If ChatGPT can solve the workflow, or an ambitious associate can build an internal tool that does what your startup does, you've got a problem.
Everyone's watching megafunds roll up accounting firms and inject AI. But the venture scale returns aren't in fixing old firms - they're in replacing them.
A new class of AI startups is quietly redefining enterprise software.
They don’t sell off-the-shelf tools; instead, they build automation systems unique to each company’s needs.
Meet the rise of Custom Automation Platforms (CAPs).
Are you a startup founder that is building a vertical AI company? If so, here's an investor you should have on your list.
This week's findfunding spotlight is on @pw_mcgovern from @BoweryCapital. He:
🗽 Is NYC based
🕵️♂️ In a past life, worked at a licensed private investigative agency
✉️ To get in touch, make sure to email him at [email protected]
➡️ Follow Patrick on X @pw_mcgovern
For more, check out our funder spotlight card below along with @BoweryCapital's profile on findfunding[dot]vc (link in comments).
Good piece from @matt_slotnick on what it means for software, especially the giants like WDAY/CRM/NOW, when there are more agents than people doing the work
For sellers looking at "founding AE" / get-in-early roles,
some framing
ServiceNow $NOW did $200m of AI revenue in '24
across 3,755 sellers =
$53,000 of AI sales per seller
Keep that in mind when thinking through quota $ you agree to
GTM is changing drastically for b2b companies. Check out Mike on the blog today discussing some of the major changes. Highlights:
❓ No more SDRs? Maybe. Agents can do that stuff.
🚂 GTM Engineers are instrumenting.
🤑 Pay Per Result will be the future.
💪 Complex deals, not yet productized...still early
https://t.co/UZHfyStuBh
11 years after publishing v1.0, today marks the release of the 6th edition of @BoweryCapital's Opportunities in Vertical Software report.
In this latest update we offer up our view of eight key verticals and survey the wider vSaaS market.
Last month I sat down with @lynx_collective to talk through some areas where @BoweryCapital sees opportunity to make investments in vertical AI.
By using AI to solve for industry-specific back office tasks, we see a wedge to build next-gen systems of record in categories like healthcare, energy, transportation, and financial services.
(link in following post)
As the holidays draw near, we are throwing another edition of the NYC Vertical AI Meetup on December 17th. If you are a founder or operator building vertical tech you can RSVP below: https://t.co/tygmO7RwPj