Euclid Ventures is a venture capital firm focused on investing in vertical software companies.

Euclid Ventures

Euclid is a first-check VC fund focused on vertical software. Industry-specific SaaS now represents one-third of all software exits, yet the opportunity remains underserved by early-stage VC. We are accelerating an inevitable future in which every industry is powered by best-in-class, purpose-built SaaS.

Vertical software teams with industry experience drive >80% of exit dollars in the category. Check out our latest essay--posted this AM at Euclid Insights--to get the full analysis and learn more about our focus on Industry Insiders.

Last week, we shared Part 1 of our essay on market sizing in vertical software, covering how SaaS TAMs have shifted over time and the impact of venture hype cycles. In today’s Part 2, we’ll dig deeper into how we think about building conviction in a market at Euclid. 

https://lnkd.in/gUYuuQ_z

This week, we shared our 5-part framework for evaluating Vertical Software business models. Read the full breakdown at the Euclid Substack and subscribe for weekly vSaaS insights!

In our latest essay, we introduce the Euclid vSaaS Index to answer the question: why do public markets love vertical software? Join us at the Euclid Substack the full breakdown of three answers.

"Public Vertical SaaS companies trade at nearly double the EV / Gross Profit multiples of their horizontal peers—11x vs. 5x, on the median. Amongst profitable companies, vertical EBITDA multiples also demonstrate a 10x advantage—44x vs. 34x. Why do public markets pay more for a dollar of vertical profit?"

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