Post by Paradice Investment Management

The "Thin Middle" of SaaS The old software model was built around the interface — dashboards, workflows and integrations on top of systems of record. SaaS businesses whose main value sits in their interface may face the most pressure. By contrast, companies with proprietary data, embedded workflows and deep domain expertise are more resilient — and, in the current market, increasingly attractive from an investment perspective. We explore this shift and where we see opportunity in our latest insight. https://lnkd.in/gAwdV7Rg Julia Weng Disclaimer: This material is not intended to constitute advertising or advice and does not take into account the investment objectives, financial situation or needs of any person.