Backing experienced founders and operators building the next generation of vertical AI winners
Backing experienced founders and operators building the next generation of vertical AI winners
CIRCA 2024
CIRCA 2024
BASED IN AUSTIN, TX
BASED IN AUSTIN, TX
WE BELIEVE THE FUTURE OF AI IS VERTICAL
WE BELIEVE THE FUTURE OF AI IS VERTICAL
WE BELIEVE THE FUTURE OF AI IS VERTICAL
AND THAT THE BEST FOUNDERS
AND THAT THE BEST FOUNDERS
AND THAT THE BEST FOUNDERS
AREN'T JUST BUILDING TOOLS—
AREN'T JUST BUILDING TOOLS—
AREN'T JUST BUILDING TOOLS—
THEY'RE REINVENTING INDUSTRIES
THEY'RE REINVENTING INDUSTRIES
THEY'RE REINVENTING INDUSTRIES
MEET THE STARTUPS
MEET THE STARTUPS
MEET THE STARTUPS
SCALING WITH TIPTOP VC
SCALING WITH TIPTOP VC
SCALING WITH
TIPTOP VC
Portfolio.
TIPTOP LP COLLECTIVE
SOME OF THE COMPANIES
SOME OF THE COMPANIES
SOME OF THE COMPANIES
OUR LPs HAVE FOUNDED,
OUR LPs HAVE FOUNDED,
OUR LPs HAVE FOUNDED,
SCALED AND INVESTED IN
SCALED AND INVESTED IN
SCALED AND INVESTED IN
HOW WE HELP.
GTM STRATEGY & PLAYBOOKS
We’ve built GTM engines from zero to scale—now we’re here to help you do it faster, leaner, smarter, and with less mistakes.
GTM STRATEGY & PLAYBOOKS
We’ve built GTM engines from zero to scale—now we’re here to help you do it faster, leaner, smarter, and with less mistakes.
GTM STRATEGY & PLAYBOOKS
We’ve built GTM engines from zero to scale—now we’re here to help you do it faster, leaner, smarter, and with less mistakes.
FUNDRAISING SUPPORT
Raise with precision. From pre-seed lead checks to preempted Series As, we can help bring the room you want around your round.
FUNDRAISING SUPPORT
Raise with precision. From pre-seed lead checks to preempted Series As, we can help bring the room you want around your round.
FUNDRAISING SUPPORT
Raise with precision. From pre-seed lead checks to preempted Series As, we can help bring the room you want around your round.
HIRING & COMMUNITY
Community that compounds—from sourcing early hires to joining as advisors–our LPs aren’t passive, they’re part of your extended team.
HIRING & COMMUNITY
Community that compounds—from sourcing early hires to joining as advisors–our LPs aren’t passive, they’re part of your extended team.
HIRING & COMMUNITY
Community that compounds—from sourcing early hires to joining as advisors–our LPs aren’t passive, they’re part of your extended team.
OUR THINKING
The Evolution of Vertical Software
The Evolution of Vertical Software
The Evolution of Vertical Software
From digital workflows
From digital workflows
From digital workflows
to intelligent platforms—
to intelligent platforms—
to intelligent platforms—
the future is vertical
the future is vertical
the future is vertical
1.0 Workflows
The first wave of vertical SaaS brought offline workflows online. These products created entire software categories by focusing on industires specific solutions—and created hundreds of billions in EV.
1.0 Workflows
The first wave of vertical SaaS brought offline workflows online. These products created entire software categories by focusing on industires specific solutions—and created hundreds of billions in EV.
1.0 Workflows
The first wave of vertical SaaS brought offline workflows online. These products created entire software categories by focusing on industires specific solutions—and created hundreds of billions in EV.
2.0 Fintech
The second wave of vSaaS embedded payments, financial services, and monetization directly into workflows—dramatically increasing margins and TAM—leading to renewed VC interest.
2.0 Fintech
The second wave of vSaaS embedded payments, financial services, and monetization directly into workflows —dramatically increasing margins and TAM—leading to renewed VC interest.
2.0 Fintech
The second wave of vSaaS embedded payments, financial services, and monetization directly into workflows—dramatically increasing margins and TAM—leading to renewed VC interest.
3.0 Vertical AI
The third wave introduces intelligent, AI-native systems built for specific industries. By combining workflows, fintech, and automation, Vertical AI unlocks new business models and represents a $1T+ opportunity.
3.0 Vertical AI
The third wave introduces intelligent, AI-native systems built for specific industries. By combining workflows, fintech, and automation, Vertical AI unlocks new business models and represents a $1T+ opportunity.
3.0 Vertical AI
The third wave introduces intelligent, AI-native systems built for specific industries. By combining workflows, fintech, and automation, Vertical AI unlocks new business models and represents a $1T+ opportunity.
FOUNDER LOVE.
1
/
3
"Nick is amazing and one of my absolute favorite investors. He's an encyclopedia of B2B marketing—every decision I have, he's just super helpful to talk to. Really, truly somebody on our side—I can’t recommend him enough. "
Cecilia Ziniti
GC AI / Founder & CEO
"Nick was the catalyst behind Boost’s pre-seed round, sending ~10 targeted intros that led to the lead check, two other participants, and an oversubscribed raise in just 3 weeks. We made a rare exception to reserve allocation for TipTop, even though TipTop hadn’t held a first close yet. A year later, sales have quadrupled, our next round's been pre-empted multiple times, and having Nick’s energy and expertise on this ride has been invaluable."
Holman Gao
Boost My School / Founder & CEO
“He introed at least half a dozen next-stage VCs during our pre-empted Series A raise—just a high value-add investor. A great example of ‘here’s nine things that are helpful,’ not ‘let me know how I can be helpful.’”
Cecilia Ziniti
GC AI / Founder & CEO
FOUNDER LOVE.
1
/
3
"Nick is amazing and one of my absolute favorite investors. He's an encyclopedia of B2B marketing—every decision I have, he's just super helpful to talk to. Really, truly somebody on our side—I can’t recommend him enough. "
Cecilia Ziniti
GC AI / Founder & CEO
"Nick was the catalyst behind Boost’s pre-seed round, sending ~10 targeted intros that led to the lead check, two other participants, and an oversubscribed raise in just 3 weeks. We made a rare exception to reserve allocation for TipTop, even though TipTop hadn’t held a first close yet. A year later, sales have quadrupled, our next round's been pre-empted multiple times, and having Nick’s energy and expertise on this ride has been invaluable."
Holman Gao
Boost My School / Founder & CEO
“He introed at least half a dozen next-stage VCs during our pre-empted Series A raise—just a high value-add investor. A great example of ‘here’s nine things that are helpful,’ not ‘let me know how I can be helpful.’”
Cecilia Ziniti
GC AI / Founder & CEO
FOUNDER LOVE.
1
/
3
"Nick is amazing and one of my absolute favorite investors. He's an encyclopedia of B2B marketing—every decision I have, he's just super helpful to talk to. Really, truly somebody on our side—I can’t recommend him enough. "
Cecilia Ziniti
GC AI / Founder & CEO
"Nick was the catalyst behind Boost’s pre-seed round, sending ~10 targeted intros that led to the lead check, two other participants, and an oversubscribed raise in just 3 weeks. We made a rare exception to reserve allocation for TipTop, even though TipTop hadn’t held a first close yet. A year later, sales have quadrupled, our next round's been pre-empted multiple times, and having Nick’s energy and expertise on this ride has been invaluable."
Holman Gao
Boost My School / Founder & CEO
“He introed at least half a dozen next-stage VCs during our pre-empted Series A raise—just a high value-add investor. A great example of ‘here’s nine things that are helpful,’ not ‘let me know how I can be helpful.’”
Cecilia Ziniti
GC AI / Founder & CEO