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David Greer

Advisor - Gold Rush at Gold House

Highlights

Aug 27 · linkedin

This monkey means so much to so many Asian kids all over the world. Pretty cool to see this in the form of a record-setting AAA game. #齐天大圣

Jul 18 · linkedin

Vertical Software is experiencing a renaissance. Traditionally, companies succeeded by becoming systems of record, deeply entrenched as the primary source of truth in antiquated industries. However, in 2024, this is no longer enough.

At DCM, we believe modern vertical software must drive significant revenue or profit expansion. In many industries, existing digital systems already serve as the system of record. To compete, new Vertical SaaS must offer more—primarily, increased financial returns and delivery of actual work outcomes. This not only grants a right to win but allows you to expand beyond software budgets.

Today's successful vertical software:

Delivers faster, more profitable outcomes (e.g., EvenUp, Revv) Fixes operational bottlenecks and processes (e.g., Playground, Seso Inc.) Consolidates existing software spend (e.g., PushPress , Playground) Reduces costs associated with catastrophic risk (e.g., MyPass Global, Minerva)

Our investment framework is simple, but execution is key. You must understand the complete workflow and value chain of the vertical you're attacking.

Read the full post to dive deeper into our insights and strategy.

Related Questions

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David Greer
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Experience

Advisor - Gold Rush at Gold House
Patent Counsel at Unique Broadband Systems Ltd.

Education

Mills High School
Engineering, University Of New Brunswick
Master Of Business Administration, The Wharton School
Bachelor Of Law, University Of Toronto
New York University
East China Normal University
Bachelor Of Arts, New York University

Location

San Francisco, California, United States