ExtendSupplier Extensions 2
In Part 1, we introduced this topic and walked through the merchant-side offerings in our extension framework. We covered finding the correct product offering for merchants, and how to look for merchant-side network effects.In Part 2, we will discuss building out a footprint with suppliers

This is Part 2 of our two-part series on Supplier Extensions. For Part 1 click here.
Extending through the value chain is the frontier. It has been successfully executed only by a select few, but I believe it is the long-term future of vertical software. Pushing beyond being a simple tool to being a multi-stakeholder platform is the way a Vertical SaaS Vendor (“VSV”) can go from being a good company to a once-in-a-generation icon. For most companies, the supplier extension is the best place to try it.
In Part 1, we introduced this topic and walked through the merchant-side offerings in our extension framework. We covered finding the correct product offering for merchants, and how to look for merchant-side network effects.
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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