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Consumer Demand 2

In Part 2 of our Consumer Demand series, we explore creating demand with merchant facing apps

Dave YuanFounder and Partner, Tidemark

‍This is Part 2 of the Consumer Demand Series.

Great companies have ambition in excess. For vertical SaaS vendors (VSVs), there probably isn’t a more ambitious and audacious move than extending towards consumers. The road is narrow and the way windy, but companies that walk this path can build a highly defensible, profitable, and enviable business.

In Part 1, I discussed front office applications that help a merchant engage and transact with customers. However, those applications stop short of actually generating net new consumer demand. 

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.