Perspectives on B2B SaaS, marketplace technology, and seed-stage venture investing
Our team shares research, analysis, and perspectives on the B2B technology trends shaping the next generation of enterprise software and marketplace platforms.
Announcement • November 15, 2021
We are proud to announce the close of our $105 million Seed Round anchored by Plug and Play Tech Center — a defining chapter in our mission to back the next generation of B2B SaaS and marketplace founders.
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December 15, 2025
Product differentiation in SaaS is compressing. The durable competitive advantages are now being built in go-to-market, not engineering.
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November 28, 2025
Most B2B marketplace startups fail at the chicken-and-egg problem. Here is what separates the companies that cross the liquidity threshold from those that never do.
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November 10, 2025
As seed investors, we have seen hundreds of decks. The metrics that consistently predict which companies will succeed and which will not.
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October 22, 2025
API-first companies are redefining how enterprise software is built, distributed, and monetized. A deep look at our thesis and where the remaining opportunity lies.
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October 5, 2025
Horizontal platforms captured the first wave of SaaS value. The next wave belongs to vertical software that embeds deeply into the workflows of specific industries.
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September 18, 2025
True PLG is a systematic design philosophy that turns the product itself into the primary engine of acquisition, activation, and expansion — not a free tier pricing strategy.
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September 2, 2025
Consumer network effects are well understood. B2B network effects are subtler, slower to build, and when achieved — nearly impossible for competitors to replicate.
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August 14, 2025
At the seed stage, products change. Markets shift. The one constant that predicts long-term success is whether the founder has an unfair relationship with their problem.
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July 29, 2025
Most seed-stage SaaS founders underprice their product by 30–50%. The psychological barriers to charging what your software is worth — and how to overcome them.
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July 10, 2025
Selling to enterprise before you are ready can destroy a startup. Selling at the right moment with the right motion can define a category.
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June 17, 2025
Transparency about how we evaluate investments makes founders better prepared. A detailed look at our diligence process for seed-stage B2B companies.
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