Vertical Results Software
Software tailored to specific industry verticals. Not tools—outcomes.
VSaaS Product Categories
VSaaS refers to software solutions tailored to specific industries and [verticals.
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)
DePIN Data Opportunity Matrix
The value is in the data. Each vertical has unique data that AI needs:
| Industry | Most Valuable Data | DePIN Capture | AI Application | Opportunity |
|---|---|---|---|---|
| Health | Biometrics, outcomes, genomics | Wearables, IoT sensors | Predictive health, drug discovery | Very High |
| Real Estate | Transactions, occupancy, conditions | Smart meters, sensors | Valuation, maintenance prediction | High |
| Construction | Materials, progress, safety | Site sensors, drones | Schedule optimization, quality | High |
| Energy | Generation, consumption, grid | Smart meters, batteries | Load balancing, trading | Very High |
| Agriculture | Soil, weather, yield, livestock | Field sensors, satellites | Precision farming, supply chain | High |
| Mobility | Routes, conditions, vehicle state | Vehicle telemetry, cameras | Autonomous, fleet optimization | Very High |
| Manufacturing | Process, quality, equipment | Factory IoT, robotics | Predictive maintenance, quality | High |
| Telecom | Network, coverage, usage | Distributed nodes | Optimization, mesh networks | Medium |
| Finance | Transactions, risk, behavior | — (digital native) | Fraud, credit, trading | Very High |
The Pattern: Ground truth from DePIN devices → Clean/Fast/Open data → AI training → Better predictions → More value captured.
Cross-Reference: Horizontal Features
Which SaaS features apply to each vertical?
| Vertical | Core Features | Data Integration | AI Opportunity |
|---|---|---|---|
| Health | CRM, Scheduling, Documents | EHR, wearables, lab systems | Predictive care |
| Real Estate | CRM, Documents, Legal | Title, MLS, property data | Valuation models |
| Construction | Project Mgt, BPM, Documents | BIM, site sensors, materials | Schedule prediction |
| Energy | Analytics, Automation, BI | Grid, meters, weather | Load forecasting |
See Industries for full vertical analysis.
Context
- Products — The V × R framing (VSaaS × RaaS)
- Buy or Build — Sovereignty decision framework
- Vertical Integration — The business model
- Sui Trust Stack — Crypto-enabled sovereignty
- Platform — Technical architecture
- DePIN — Physical infrastructure layer