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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. A construction firm isn’t building an AI lab. But restaurants, logistics companies, and construction firms? Non-tech industries?

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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

This serviceable industry spend includes work performed in the construction of homes and buildings as well as the servicing of existing residences and commercial buildings. Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.

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Who Is Tooey Couremanche Founder and CEO of Procore

SaaStr

Early Life and Education Tooey Couremanche grew up with exposure to the construction industry through family connections. Early Career Before founding Procore, Couremanche worked in both the construction and technology sectors. Founding Procore In 2002, Couremanche founded Procore in Carpinteria, California.

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How AI is Really Changing SaaS From CEO of Procore, co-CEO of Monday and Chair of HubSpot

SaaStr

Tooey Courtemanche, Founder CEO of Procore, The $12B+ Leader in Construction SaaS: “AI Will Radically Change the Construction Industry. The construction industry is infamous for being labor-constrained. And being able to analyze large amounts of unstructured data, from invoices to PDFs and more. A few learnings: #1.

AI 204
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Clouded Judgement 7.11.25 - Market Musings

Clouded Judgement

If inflation does not rerun the story from two years ago and earnings cooperate, the setup seems really constructive (in my opinion). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). That is my two cents.

Cloud 144
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29 Latin American SaaS Superstars

SaaStock

Its focus is on helping companies handle financial routine and streamlining processes related to accounting, banks, stock, and electronic invoicing, among others. Vindi is a PCI-certified online payment platform for recurring billing. The tool supports multi-currency billing and electronic invoicing. Founded : 2011.

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Subscribing to the future with Zuora’s Carl Gold

Intercom, Inc.

?. The subscription model has revolutionized virtually every industry. Success in the subscription economy isn’t about having the best product; it’s about having the strongest customer relationships. From legacy business to subscription service. To navigate the current minefield of growth, businesses need to shift their focus.

Scale 211