Vertical Results Software
Software tailored to specific industry verticals. Not tools—outcomes.
The Tight Five
| Priorities | Question | What You'll Find |
|---|---|---|
| Principles | What truths guide success? | 9 Keys, ICP Monopoly Sequence |
| Platform | What infrastructure compounds? | DePIN stack, embedded finance |
| Protocols | How do you build and sell? | Development playbook, GTM motion |
| Performance | How do you know it's working? | ACV tiers, focus matrix, KPIs |
| Players | Who does the work? | Team composition, hiring profiles |
Start Here
| If you want to... | Start with... |
|---|---|
| Understand the strategy | Principles — 9 Keys to Monopolizing |
| Build the tech stack | Platform — DePIN + Embedded Finance |
| Ship your first product | Protocols — Development Playbook |
| Measure what matters | Performance — Focus Matrix |
| Hire the right team | Players — Industry Engineers |
The Core Pattern
Every scaled VSaaS follows the same sequence:
Start with workflow
↓
Own payments
↓
Embed everything
↓
Compound with AI
Examples: Toast (restaurants), ServiceTitan (home services), Vacasa (vacation rentals), Duck Creek (insurance)
Industry Toolkits
Apply VSaaS patterns to specific verticals:
| Focus | Industry | Opportunity |
|---|---|---|
| Foundations | Health & Wellbeing | Medium |
| Foundations | Housing | High |
| Infrastructure | Construction | High |
| Infrastructure | Energy | High |
| Infrastructure | Computing & Tech | Very High |
| Services | Advertising & Marketing | Medium |
See Industries for full vertical analysis.
Context
- Products — The V × R framing (VSaaS × RaaS)
- Vertical Integration — The business model
- Platform — Technical architecture
- DePIN — Physical infrastructure layer