
Tim McIntosh
Venture Capital Partner focused on B2B SaaS and AI innovation
Network
1K connectionsSummary
Work
Education
Writing
AI is ushering in a new wave of compound startups — and it might mark the beginning of the end for vertical SaaS.
This article discusses how AI changes the economics and architecture of startups, favoring compound businesses (platforms with multiple deeply integrated products) over vertical SaaS due to AI's reliance on context and data integration across workflows.
Why we invest in capital efficient b2b businesses
An insight into Chartline's investment philosophy, emphasizing backing capital-efficient B2B businesses that are built with discipline, stay close to breakeven, and often raise on their own terms. Highlights advantages like founders retaining control, better risk-adjusted returns for LPs, and improved alignment between investors and founders.
Similar profiles
Ben duPont
Co-Author of 'Non-Obvious Thinking' at Non-Obvious Thinking
7.9K connections
JSJoshua Siegel
39.1K connections
GSGiuseppe Stuto
Building something new in VC at Stealth Mode
23.8K connections
EHerik Hammer
Managing Partner at Marquee Ventures
3.6K connections
SSShane Sabine
Advisor at Single Family Office
17.2K connections
VRVignesh Ravikumar
Partner at Sierra Ventures
32.6K connections