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The Verticalist

Euclid Ventures, Omar El-Ayat

Analysis, data, and opinions for founders, operators, and investors in Vertical AI. By the investment team at Euclid.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues79SubscribersRead insights.euclid.vc

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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#### Scene: YC Demo Day, Spring 2027.

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Payments as a Shadow System of Record

The conventional wisdom in vertical software is that you need to be a system of record to own the customer. While many question whether that logic holds up in the world of Vertical AI, the advantage of systems of record (SoRs) remains clear...

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Authors

The writers behind this newsletter.

  • Euclid Ventures

    VC built for Vertical AI founders. Your partner from inception.

  • Omar El-Ayat
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