The latest episode of The Learning Corner by Precursor is out! The Learning Corner is a weekly roundup of articles the Precursor Ventures found interesting and made the rounds inside our fund. This week, we discussed articles by Anthony Kwesi Hagan, Euclid Ventures, and Sarah Tavel. Links to the articles and ways to listen below: Articles - https://lnkd.in/g297Jd4d - https://lnkd.in/g8ukdpYr - https://lnkd.in/gxp4Ykng Listen - Apple Podcasts: https://lnkd.in/gXJDepBD - Spotify: https://lnkd.in/gybKqKVp - Instagram: https://lnkd.in/gNsAKv5f
Euclid Ventures
风险投资与私募股权管理人
San Francisco，CA 445 位关注者
First-Check VC for Vertical Software Founders
关于我们
Euclid is a first-check VC backing exceptional vertical software founders. Partners from day zero, we bring dedicated expertise, capital, and network to help domain experts build the industry platforms of the future.
- 网站
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https://www.euclid.vc
Euclid Ventures的外部链接
- 所属行业
- 风险投资与私募股权管理人
- 规模
- 2-10 人
- 总部
- San Francisco，CA
- 类型
- 合营企业
- 创立
- 2022
- 领域
- VC、vertical software、software、SaaS、AI、venture capital、pre-seed和seed
地点
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主要
获取路线
US，CA，San Francisco，94118
Euclid Ventures员工
动态
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Our latest piece this week. If you haven't already, subscribe here to receive our posts: https://lnkd.in/gtazWniA
What's going on in the early-stage venture market? In our essay this week, "The Seed-Stage Reckoning," we discuss peak valuations, declining graduation rates, and the implications for vertical software founders and investors. H/t to Charles Hudson for the original inspiration and Peter Walker and the team at Carta for their data & analysis.
The Seed-Stage Reckoning
insights.euclid.vc
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Happy Friday! Today, we shared this week's essay, "The AI-First Roll-Up." It touches on the history of + renewed interest in VC-backed consolidators, exploring various new ways vertical AI is generating industry value.
The AI-First Roll-Up
insights.euclid.vc
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Product-market fit is easier to measure with significant traction. But how should founders think about progress pre-Series A? Is it different for vertical vs. horizontal? We share a PMF framework + more in our essay this week, below!
Nobody Wants Your Product!
insights.euclid.vc
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Our latest essay, "The Buyout Frenzy in Vertical SaaS," explores the growing PE appetite for vSaaS. Are sponsor-led exits producing venture-scale outcomes? Should founders think of buyouts as more than a plan B? Check it out below.
The Buyout Frenzy in Vertical SaaS
insights.euclid.vc
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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.
How Founder Backgrounds Correlate with vSaaS Success
insights.euclid.vc
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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
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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!
The 5 Business Models of Vertical Software
insights.euclid.vc
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Last week, BuildVision announced its $3m seed round, led by Crosslink Capital. Mike Powers, Christophe Prakash & team are taking the construction industry by storm and we're proud to double down.
Exciting News from BuildVision: Securing $3M to Revolutionize the Construction Supply Chain and Launching Nor?s AI. Christophe Prakash and I are thrilled to announce that BuildVision has raised a $3M Seed Round led by Crosslink Capital alongside Euclid Ventures and strategic angels. We're also excited to welcome Gabby Contro, Partner at Crosslink, to our board. Our mission is to transform the commercial construction supply chain by bringing contractors, manufacturers, and project stakeholders onto a single software platform - revolutionizing how every component is sourced, purchased, and financed. Introducing Nor?s AI Nor?s AI is built on three core features: 1.) Utilizing AI to extract data from mechanical and electrical schedules and specifications. 2.) Organizing mechanical and electrical equipment into one dashboard and pairing it with alternate equipment that meets the specifications. 3.) Seamlessly requesting competitive quotes from multiple manufacturers and manufacturer reps. We help contractors turn procurement into a revenue generator, reduce lead times and project delays, and select the right equipment. Email [email protected] to set up a demo and try it today! Join Our Team We are hiring! Are you someone who wants to change the construction industry? Email me at [email protected] with your unique perspective on how you can help transform the construction supply chain, and we might have a role for you. Stay tuned for more updates as we continue to build and expand. Thank you to everyone who believes in our mission and supports our journey. Together, we are building something revolutionary. Omar El-Ayat, Nic Poulos, Dustin Dolginow, David Hamilton #preconsturction #procurement #buildvision
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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?" Subscribe for regular insights from our investment team!
The Vertical SaaS Profit Premium
euclid.substack.com