Category: The Long View

Going multi-product clearly offers a better world for software companies, so why doesn’t every company do it? It can be difficult to reallocate resources and create conviction within the business, but despite the challenges of expanding your product offerings, we see a few paths to success.

OneStream is a case study on how to build a PCG, using a strategy we call the “Single Source of Truth” (SST).‍

While single-product, linear software businesses have worked great for the last ten years, the twin tailwinds of cloud transition and low interest rates are exposing weaknesses in the model. By understanding what limits most single-product software businesses, we can see hints of what will solve the current problems.

SaaS is not only evolving—it’s also expanding, to bigger TAMs and stronger business models, right before our eyes. We believe there’s an opportunity for SaaS companies to create products that work better together. We call these Platforms of Compounding Greatness (“PCG”).

Why Boston’s Beer isn’t Brewed in Massachusetts

There are two important nuances when forecasting the ecommerce trendline. First, where and what is considered ecommerce? And second, how far can digital go?

Connecting Systems & Functions to Drive Growth

Covid has reshaped our world over the last few years. Has ecommerce experienced a temporary spike while retail channels were shuttered, or is this a permanent acceleration of this long-term trend?

At Tidemark, we aspire to invest in and help build category-leading platforms. We’re launching a new podcast series, The Platform Journey, hosted by Avanish Sahai. Avanish is a Tidemark Fellow, HubSpot board member, and formerly a platform ecosystem leader at Salesforce, ServiceNow, and Google.

Authored by Avanish Sahai, Tidemark Fellow and former ecosystem leader at Salesforce, ServiceNow, Google, this article series explores winning strategies for building platforms and ecosystems.