Investing in SaaS and Digital Marketplaces with Point Nine Capital

Erik is joined on this episode by Ricardo Sequerra (@ric0seq), Pawel Chudzinski (@pawell), Christoph Janz (@chrija), and Louis Coppey (@louicop), partners at Point Nine Capital.They discuss:- The background of the fund and how it got started.- Their journeys in venture so far.- Why they have an equal partnership and how to think about when that arrangement works for a firm.- How SaaS has evolved over the last several years.- Which large companies might be disrupted by SaaS startups.- Opportunities in vertical SaaS.- How machine learning changes the landscape.- How their thesis on digital marketplaces has evolved and why B2B SaaS is a large market.- Other spaces they are interested in.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.