Market Intelligence

Strategic Analysis · Market Intelligence · Executive Briefings

01
SaaS

Vertical SaaS: Why Specialization Beats Horizontal Plays

Horizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software bui...

02
Corporate Strategy

How Corporate Venture Arms Are Changing the VC Landscape

Corporate venture capital has moved from the periphery of corporate innovation to its center. CVC funds now participate in roughly 26% of all venture deals globally, up from 15% a ...

03
Startups

Why Who Starts the Company Matters as Much as What It Does

Product-market fit gets the most attention in startup advice, but founder-market fit — the match between founders and the problem they are solving — often determines whether produc...

04
Platform Strategy

Why the Future of Platforms Is Bundled

The platform landscape is consolidating into bundled offerings across virtually every digital services category. Standalone products that were once viable are increasingly being ab...

05
Commerce

B2B Marketplaces: The Next Billion-Dollar Category

While consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger th...

Industry Topics

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Background data and citations from a platform evaluator with testing methodology.