VC: "Must be AI and TAM in the trillions. SaaS is dead."
Software PE: "We will mint money in SaaS for funeral homes. Hold my beer."
Serent just invested in PlotBox, the leader in SaaS for funeral homes.
Vertical SaaS gets nichier & nichier...
I love how vertical SaaS gets nichier & nichier.
Serent, a smart sw PE, just invested in Casino Cash Trac: "a revenue audit automation solutions provider for casinos."
Their major product is "Insight Cage Vault (ICV)"
Yup, that checks out.
Must be high ROI on bringing tech to the cage vault. And there are lots of casinos.
Probably a 100m rev opp if you roll up the space.