
Why market research beats intuition in vertical SaaS with Adam Flemming
Diving into a brand new market without any deep knowledge or industry research is how many kick off their entrepreneurial journeys. After five startups, Adam Flemming took a different approach when h...
20 Jan 40min

How Freshbooks grew payments margin by 75% in one year with Shirley Hsu
Bolting on payments can be a “quick win” for vertical software companies, but it doesn’t unlock the full opportunity. Experienced payments leaders know the biggest gains are the result of continuous ...
6 Jan 29min

Payments law and how to stay on the right side of it with Edward Marshall and Theresa Kananen
Payments revenue is advantageous to software platforms because they can earn basis points on every transaction that flows through the platform. But the risk exposure is asymmetric. It’s not limited to...
16 Des 202529min

Surcharging at scale: rules, risks, and requirements for vertical SaaS platforms with Emily Tsitrian
Your merchants want to surcharge… are you prepared for the compliance risk that comes with it? Surcharging for one business that operates in one state is relatively straightforward. But with ecommerce...
2 Des 202526min

Fintech data is the next competitive moat with Malik Velani and Jason Key
Vertical SaaS operators understand the importance of data, but it’s easy to discount merchant onboarding data and payment data because historically those have belonged to the payment provider. On this...
18 Nov 202527min

The fintech opportunity 99% of vertical SaaS companies aren’t thinking about with Jacob Olins
Embedded fintech is a massive opportunity for vertical software companies, but most SaaS operators aren’t thinking about the full potential. WorkWave SVP & GM of Fintech and Strategic Partnerships Ja...
28 Okt 202531min

How payments strategy and execution drive software company valuations with Peter Michaud
As Head of Consulting and Market Intelligence at TSG, Peter Michaud is often engaged by Private Equity firms to help value software companies with integrated or embedded payments. In this episode, he ...
14 Okt 202539min

Three keys to Mindbody’s embedded payments success with Brad Greene
Mindbody is admired as an embedded payments role model by SaaS operators and investors alike. How can other vertical SaaS platforms replicate their success? On this episode, Brad Greene (Co-Founder an...
30 Sep 202522min



















