I’ve been investing in technology for about 20 years. I believe I could continue to do so for another 20 years and never meet another vertical SaaS company quite like CCC. After three decades in business, CCC continues to push the frontiers of vertical SaaS, and it seems like they are just getting started.
I love CCC as a case study for the VSKP. They have been the archetype and exemplar of many of the VSKP’s theories:
In Part 1 of our conversation, we’ll cover how CCC built a franchise selling claims management software to auto insurers, and extended to their suppliers, the auto body repair shops. In Part 2, we’ll explore how they extended from the repair shops to build a two-sided parts marketplace.
At Tidemark, we try to open-source our thinking as much as possible to help founders win; however, as investors, we can’t give everything away in public. If you’re an operator or founder, you can request access to the rest of this piece below.
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