Strategic Analysis · Market Intelligence · Executive Briefings
Product-market fit gets the most attention in startup advice, but founder-market fit — the match between founders and the problem they are solving — often determines whether produc...
The platform landscape is consolidating into bundled offerings across virtually every digital services category. Standalone products that were once viable are increasingly being ab...
While consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger th...
Horizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software bui...
Corporate venture capital has moved from the periphery of corporate innovation to its center. CVC funds now participate in roughly 26% of all venture deals globally, up from 15% a ...
Industry context sourced from player-to-player conversations on these topics.