Archive
Every Sunday edition since launch. 4 published, 1 upcoming. Free to read in full — no paywall, no email gate.
What VerticalEdge covers
VerticalEdge is the weekly briefing for operators of $1–30M ARR vertical SaaS companies — legal-practice software, dental practice management, construction management, restaurant tech, field-service, and the adjacent niches. Each issue takes a single operating question (NRR, CAC payback, Rule of 40, implementation revenue, AI pricing), grounds it in specific public-operator data, and gives the reader a practical 90-day playbook. Most issues run 1,100–1,300 words and read in six minutes.
The editorial standard: every number is sourced, every operator named (Toast, ServiceTitan, Procore, Clio, MyCase, etc.), every recommendation tested against operators in our cohort. We don’t publish framework theory or pattern-spotting; we publish what specific operators did and what the outcomes were. See the methodology page for the full editorial standards and sourcing approach.
Full issue list
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.
Want the next issue in your inbox?
Subscribe on the homepage — one edition every Sunday at 11:00 GMT+2 / 04:00 ET. Free, no upsell, every edition shipped in full to every reader.