Shorter reads that capture our thesis well

Bessemer brings learnings from Veeva, Procore, ...

Ten lessons from a decade of vertical software investing

Angela Strange outlines a16z’s thesis on Fintech

Why Every Company Will Become a Fintech Company | Future

Jason Lemkin on getting 3-20x more value when selling enterprise solutions

A Solution Sale Can Capture 3-20x the Revenues of A Tool Sale. With Almost the Exact Same Core Product. | SaaStr

Greylock on System of Intelligence being THE new moat

The New Moats

The New New Moats | Greylock

Lemkin (again) talks about Vertical SaaS & specifically Veeva

How big should the addressable market be to go into vertical SaaS? Is it a good idea to avoid the addressable market if it appears small? | SaaStr

Menlo’s thesis on investing in Prodigal

Our Series A Investment in Prodigal: Humanizing the Lending Process & Ecosystem - Menlo Ventures