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The Vertical SaaS Podcast
Gavin Savage
18 episodes
2 months ago

The vSaaS Podcast delves into the journeys of visionary founders, software leaders, and industry experts who are building category-defining vertical software for overlooked and underserved sectors.


If you want to nerd out on vertical SaaS, this podcast is for you.


At Xenata, we’re on a mission to bring you the untold stories behind building innovative teams and groundbreaking products. From that first spark of an idea to scaling a fully realized business, we’re here to shine a light on the wins, the lessons, and the future of Vertical SaaS


We dive into startup culture with a focus on fostering seamless collaboration across all business functions, empowering top talent with valuable insights to transition from senior contributors or founding members into strategic leaders and executives


Get ready to hear from seed-stage entrepreneurs, unicorn founders, and industry experts as they share insights, practical advice, and their passion for creating the next wave of Vertical SaaS innovation.


Hosted on Acast. See acast.com/privacy for more information.

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All content for The Vertical SaaS Podcast is the property of Gavin Savage and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The vSaaS Podcast delves into the journeys of visionary founders, software leaders, and industry experts who are building category-defining vertical software for overlooked and underserved sectors.


If you want to nerd out on vertical SaaS, this podcast is for you.


At Xenata, we’re on a mission to bring you the untold stories behind building innovative teams and groundbreaking products. From that first spark of an idea to scaling a fully realized business, we’re here to shine a light on the wins, the lessons, and the future of Vertical SaaS


We dive into startup culture with a focus on fostering seamless collaboration across all business functions, empowering top talent with valuable insights to transition from senior contributors or founding members into strategic leaders and executives


Get ready to hear from seed-stage entrepreneurs, unicorn founders, and industry experts as they share insights, practical advice, and their passion for creating the next wave of Vertical SaaS innovation.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
Technology
Business,
Society & Culture
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Wedges, Wrappers, and Alligator Blood: Nick Tippmann, Founder & GP at TipTop VC on Scaling Vertical SaaS and Spotting Real AI
The Vertical SaaS Podcast
46 minutes 52 seconds
2 months ago
Wedges, Wrappers, and Alligator Blood: Nick Tippmann, Founder & GP at TipTop VC on Scaling Vertical SaaS and Spotting Real AI

In this episode of The Vertical SaaS Podcast, host Gavin Savage sits down with Nick Tippmann, Managing Director at TipTop Ventures and founding CMO of Greenlight Guru, to unpack what it really takes to scale, stand out, and survive in the world of vertical SaaS and AI.


From scaling a medtech SaaS to tens of millions in ARR to backing the next generation of AI-native vertical products, Nick brings a rare blend of operator empathy and investor clarity. He shares the playbooks that still work, what founders get wrong about category creation, and why “AI wrappers” aren’t dead — they’re just the beginning.

We explore:


  • How Greenlight Guru built a dominant founder brand in a compliance-heavy niche
  • Why narrow ICPs win in early-stage SaaS and how to avoid the “go broad” trap
  • How to use media and domain expertise to manufacture trust at scale
  • What it really means to create a category (and when not to)
  • The evolution from Vertical SaaS 1.0 to 3.0 (Workflow > Fintech > AI)
  • How TipTop Ventures spots real defensibility beyond LLM hype
  • Why culture is a second product and how “Alligator Blood” became a core value
  • What makes a startup uninvestable in today’s market


Whether you’re a founder chasing product-market fit, an operator scaling go-to-market, or an investor backing AI-native vertical plays this one’s packed with honest frameworks, founder-level wisdom, and a forward-looking map of what’s next.


Key Takeaways

  • Greenlight Guru scaled from 0 to $120M+ PE-backed outcome with domain-led GTM
  • Founder brands and media strategy were key to early traction
  • Category creation is a powerful tool, but only when the market needs it
  • AI wrappers are valid wedges — if you have a strong Phase 2/3
  • The best vertical SaaS companies build for workflow, not just data
  • Speed + specificity > size in early-stage markets
  • Culture should be built like a product from day one
  • TipTop looks for wedge clarity, domain edge, and $50B+ TAMs

Hosted on Acast. See acast.com/privacy for more information.

The Vertical SaaS Podcast

The vSaaS Podcast delves into the journeys of visionary founders, software leaders, and industry experts who are building category-defining vertical software for overlooked and underserved sectors.


If you want to nerd out on vertical SaaS, this podcast is for you.


At Xenata, we’re on a mission to bring you the untold stories behind building innovative teams and groundbreaking products. From that first spark of an idea to scaling a fully realized business, we’re here to shine a light on the wins, the lessons, and the future of Vertical SaaS


We dive into startup culture with a focus on fostering seamless collaboration across all business functions, empowering top talent with valuable insights to transition from senior contributors or founding members into strategic leaders and executives


Get ready to hear from seed-stage entrepreneurs, unicorn founders, and industry experts as they share insights, practical advice, and their passion for creating the next wave of Vertical SaaS innovation.


Hosted on Acast. See acast.com/privacy for more information.