The weekly briefing for vertical SaaS operators
Six minutes, every Sunday. For operators of $1-30M ARR vertical SaaS.
Specific. Sourced. Named companies, named numbers. Built for operators running legal, dental, construction, restaurant, field-service, logistics, property-management, and accounting SaaS.
Free. Sundays at 11:00 GMT+2 / 04:00 ET. No spam — we hate it too.
What’s inside each issue
Sample structure of every weekly edition:
- §1 (800 words): What public vertical operators (Toast, ServiceTitan, Procore) actually got paid in the most recent quarter, and what that means for private operators.
- §2 (200 words): A concrete operating takeaway anyone can act on this week.
- §3 (600 words): A prescriptive playbook to move from p50 to p75 on the metric that matters most this quarter.
- §4: One reader question, answered concretely. Reply to subscribe = reply to ask.
Recent issues
H1 NRR data from public verticals (Toast, ServiceTitan, Procore). What it means for $1-10M ARR operators considering a price increase this summer.
Median new CAC ratio rose 14% to $2.00 (Benchmarkit 2025). Three operators who pulled payback under 12 months in 2025-2026 and what they did differently.
Adding AI to a vertical SaaS product is compressing gross margin by 4-6 points. Three operators who priced it correctly.
Public-SaaS median 28%; private 12%. Top-quartile vertical SaaS hits 50+ by being boring. Decomposing growth + margin separately.
If services + implementation is above 35%, you're not optically a SaaS company. Three vertical exceptions where it works.