tidemark
@tidemarkcap
Tidemark is a growth equity firm purpose-built to help companies win and scale. We give 10% of our profits to the Tidemark Foundation.
🚀 LAUNCH DAY: The AI era is reshaping software—and we believe Vertical SaaS founders are uniquely positioned to lead this next wave. Over the past few months, our data science team—shoutout to Annamarie Kelly and Rocky Gowni—spoke with CTOs, product leaders, and AI builders at…
Vertical SaaS is undergoing its biggest shift in decades. For years, software helped businesses RUN better—managing workflows, invoices, schedules. AI changes everything. AI isn’t just helping you manage the business, it’s helping users and businesses DO the actual work. Take…
Earlier this week, we hosted the latest edition of our CFO Kitchen Cabinet dinner series, where we bring together the CFOs of late-stage and public companies for an evening of closed-door group discussion. A huge thank you to our host, Tim Cabral, Board Member and fmr CFO of…
📈 How Toast’s former CMO added PLG to a sales-led machine—and helped grow from $40M to $1.2B in ARR. At Tidemark, one of the most common questions we hear from founders is: “Can we layer Product-Led Growth onto our existing sales-led go-to-market?” In our latest piece,…
The Platform Journey continues! 🚀 In our latest episode, Avanish Sahai sits down with Andrew Casey, CFO at Amplitude and veteran of Lacework, WalkMe, ServiceNow (and others!) for a masterclass in the financial strategy behind building successful platforms. Catch this episode…
Most vertical SaaS platforms help businesses run better. AI changes that. It helps them do the work itself. In our latest essay, we explore the shift from systems of record to “systems of action”—and why the winner of that race gets the user, the workflow, and the economics.…
Scaling from zero to hundreds of millions in ARR is the holy grail for every SaaS founder. But few leaders have actually done it—and even fewer can share the tactical playbook behind it. That’s why we’re excited to welcome Robert Lopez, Tidemark Fellow, former CRO of @Justworks…
AI is rewriting the product roadmap—but what gets priority when every feature pitch starts with “add GPT”? After two round-table discussions with 25+ execs (CEOs, CTOs, CPOs & AI leads) representing $30B+ in market value, four themes dominated the conversation: 1️⃣ PM-first…
Thanks for having us @SaaStr! Our founder, @davelyuan just wrapped with @Jack_Newton, founder & CEO of our portfolio company @goclio, where they unpacked how Clio grew from a single product into a $3B+ multi-product platform. 3 takeaways that stood out: 1️⃣ Expand on a…
Headed to @SuperReturn CFO/COO North America this week? Tidemark COO and Partner, Ann Lee Steinberg will join Jon Goldsher, CFO at The Pritzker Organization, and Heidi Deiner, National Executive Director, Private Equity CFO Association, @Citizensbank, for a deep dive into how…
Headed to @SaaStr next week? Catch Tidemark founder @DavelYuan on stage with @Jack_Newton, founder & CEO of @goClio, as they unpack the key inflection points behind Clio’s growth and the the AI opportunity in vSaaS. 📅 Wednesday, May 14th | AI Stage ⏰️ 12 - 12:30pm PST Plus,…
And that's a wrap on @Stripe Sessions! Tidemark's @IamAndrewWalsh previewed our 2025 Benchmarking Report before moderating a panel with Stripe's Head of Platform Partnerships, @dicarlo, and @housecallpro's Ethan Senturia on multi-product strategies and AI adoption in vSaaS.…
🔍 NEW VSKP CASE STUDY: How @CCCIntelligent became a true industry platform processing over $100B in commerce annually. In our latest VSKP Case Study, we dive into how CCC mastered the Win, Expand, Extend framework––becoming the go-to platform for auto insurers, repair shops,…
How should vSaaS incumbents protect themselves from AI-first entrants? 💡Treat AI not like a novelty but as a strategic imperative, and build AI features directly into their platforms and on top of their control points. On the Practical Founders podcast with @GregHead,…
70% of companies already have an AI project in production—but only 28% have reached enterprise scale (source: S&P 2024 Global Trends in AI Report). Why the stall? We put that question to 25 operators on the front lines—from CEOs to AI leads—and the verdict was unanimous: data…