September 24
San Francisco

The Vertical Software Conference

Presented by

Vertex brings together the founders, operators, and investors building these companies in a high-signal, low-noise environment—no vendors, no sales pitches. This invite-only event offers unique insights on go-to-market, monetization, product expansion, fundraising, and M&A, as well as plenty of time to network with others in the space.

Who Attends Vertex

The most recognizable brands in vertical software attend Vertex

Fall 2026 speaker lineup

Hear from the best vertical software platforms.

Justin Meretab

Co-Founder & CEO, Layer

Nick Olsen

Head of AI Innovation, Mainsail Partners

Amy Jackson

Director of Payments, Campminder

Gilli Cherrin

Co-Founder & CPO, Cents

Andrew Bernstein

Head of Marketing, Archy

Phil Stern

Partner, Mainsail Partners

Kevin Gallagher

Vice President of Payments, SpryPoint

Jeff Jaussi

GM of Payments, Planet DDS

Roland Ligtenberg

Co-founder & Chief AI Officer, Housecall Pro

Fred (Fady) Helou

CEO, Vagaro

Bryan Forrester

Co-Founder & CEO, Boostlingo

Chris Beals

CEO, Koronet

Joshua Silver

Founder & CEO, Rainforest

Andrew Riesen

Co-Founder & CEO, Heard

Jacob Olins

SVP of Payments & Fintech, WorkWave

Matt Brown

Partner, Matrix

Paul Zeckser

Co-Founder & CEO, LightTable

Raj Bhaskar

Co-Founder & CEO, Tight

Dan Eigner

Chief Growth Officer, FieldPulse

Ganesh Ramakrishna

Founder & CEO, Lyric

Jason Shuman

General Partner, Primary VC

Dan Davidow

CMO, Jane App

AGENDA

Kickoff Party
5:00 pm
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8:00 pm

The Official Vertex Kickoff Party

Join us the night before Vertex for an evening of great conversations, connections, and drinks. Whether you’re attending Vertex or just passionate about the vertical software--all are welcome.

​Space is limited to 200, so grab your spot today! RSVP here.

Thanks to our kick off party sponsors: ADP, Coris, DialStack, and Reach.

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9:00 am
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10:00 am

Arrival & Breakfast

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10:00 am
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10:15 am

Opening Remarks

Joshua Silver
Founder & CEO, Rainforest
Panel
10:20 am
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11:00 am

Systems of Record vs AI Startups: Pt II

AJ Jain
Co-founder & CEO, Broccoli
Roland Ligtenberg
Co-founder & Chief AI Officer, Housecall Pro
Matt Brown
Partner, Matrix
Coyne Lloyd
Founder, Primitive Software
Panel
11:05 am
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11:45 am

Vertical AI is Upending Traditional Business Models

Services, hardware, forward deployed offering. The most innovative vertical AI companies look nothing like a traditional software business anymore. This panel brings together founders building these new models, and where they think the category goes next.

Paul Zeckser
Co-Founder & CEO, LightTable
Ganesh Ramakrishna
Founder & CEO, Lyric
Dan Mishin
CEO, Manifest
Jason Shuman
General Partner, Primary VC
Panel
11:50 am
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12:30 pm

The SaaSpocalypse, One Year Later

About one year ago, SaaS was pronounced dead. The reality, some businesses have been geneuinely disrupted while others are thriving. Founders take stock of who's winning, and losing, and who's best positioned to win the next era of vertical software.

Roland Ligtenberg
Co-founder & Chief AI Officer, Housecall Pro
Chris Beals
CEO, Koronet
Fred (Fady) Helou
CEO, Vagaro
Raj Bhaskar
Co-Founder & CEO, Tight
12:30 pm
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1:30 pm

Lunch & Networking

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Vertex Vantage Points
1:30 pm
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1:50 pm

Becoming the Financial OS for Your Customers

Raj Bhaskar
Co-Founder & CEO, Tight
Vertex Vantage Points
1:50 pm
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2:10 pm

How Financial Products Help Vertical Software Companies Win

How Financial Products Help Vertical Software Companies Win: how a software company made financial products a core part of its growth strategy — the problem it set out to solve and how it brought the product to market with Unit. Together we'll explore how embedding financial products changed the company's go-to-market motion and how the new offering was received by end customers, supported by specific results where available. The session gives attendees a practical view of how financial products can be built around an existing workflow, make the core software more valuable and harder to replace, and augment existing GTM / drive new business.

Forrest Perry
Senior Director, Expansion, Heard
Kieran Pasco
VP New Products and Partnerships, Unit
Vertex Vantage Points
2:10 pm
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2:30 pm

Operational Truth: Leveraging the Unfair Advantage vSaaS Platforms Have in Super-Serving SMBs

Srikanth Mallya built UPS Capital from pre-revenue to a $4B valuation before leading Ware2Go as President. He’ll share what he learned on both sides and why vertical software platforms have an unfair advantage when it comes to serving SMBs with embedded capital.

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Vertex Vantage Points
2:30 pm
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2:50 pm

AI Discovery & Creation: Unlocking the Next Growth Vector for SMB SaaS

Over 68% of local searches now include AI Overviews, shifting consumer behavior from comparing options to accepting AI recommendations. This session reveals the data behind AI visibility and shows how SaaS platforms can embed AI-driven creation and optimization to increase customer retention and open new revenue streams.

Itai Sadan
Co-Founder & CEO, Duda
Breakout
1:30 pm
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2:10 pm

You've been disrupted by AI. Now what?

Getting disrupted by AI isn't a hypothetical for many businesses, it's already happening. This session is proof your company can adapt and reposition itself. Founders discuss the path to continued growth and the work it takes to achieve it.

Bryan Forrester
Co-Founder & CEO, Boostlingo
Nick Olsen
Head of AI Innovation, Mainsail Partners
Phil Stern
Partner, Mainsail Partners
Breakout
2:20 pm
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3:00 pm

In the Payments Trenches: Product, Pricing and Backbook

This is not a payments 101 session. This is for operators who live in the trenches every day. Real operators talking about how they make product decisions, pricing structures, and attack the back book. Come ready to go deep.

Amy Jackson
Director of Payments, Campminder
Kevin Gallagher
Vice President of Payments, SpryPoint
Jeff Jaussi
GM of Payments, Planet DDS
3:00 pm
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3:45 pm

Coffee & Networking Break

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Vertex Vantage Points
3:45 pm
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4:05 pm

The Vertical SaaS Payroll Playbook: What BQE Learned Going from Software to Financial Services

Every vertical SaaS roadmap has more good ideas than engineers. So why did BQE put payroll ahead of them? In this session, BQE walks through the real decision: how payroll stacked up against competing bets, why embedded financial services earned a permanent place on the roadmap, and what they'd sequence differently today. You'll also hear what generic payroll gets wrong for architecture and engineering firms, where project-based labor costs, job costing, and compliance requirements don't behave like they do in other verticals, and the practical advice BQE would give any platform weighing its first embedded finance product.

Matt Cooper
CEO, BQE
Vertex Vantage Points
4:10 pm
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4:30 pm

An Opinionated Guide to Embedded Finance GTM

The integration is the easy part: an opinionated guide to embedded finance GTM. A step-by-step guide for launching a new embedded finance product, from contract signing to GTM launch — extremely prescriptive and opinionated guidance at each stage. The talk won't focus specifically on accounting, but rather embedded fintech products with a sales-led motion in general.

Travis Brown
COO, Shopmonkey
Justin Meretab
Co-Founder & CEO, Layer
Breakout
3:45 pm
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4:15 pm

Making Marketing Your Moat in the AI Era

Like product development, AI has made content creation easier than ever. The reality, most of it is slop. Human-based, community-driven marketing is the opposite. It compounds and scales over years and a competitor can't replicate it overnight. This discussion highlight why no platform can afford to overlook this channel.

Andrew Bernstein
Head of Marketing, Archy
Dan Davidow
CMO, Jane App
Andrew Riesen
Co-Founder & CEO, Heard
Breakout
4:15 pm
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4:45 pm

Leveraging Embedded Fintech to Win More Software Deals

Embedded fintech doesn't just add a revenue line, it changes the shape of the deal. Companies doing it well are closing faster, landing bigger contracts, and holding onto customers longer, because ripping out fintech products is a lot harder than ripping out software. This session gets into what that actually looks like for the people running fintech, revenue, and the business itself.

Jacob Olins
SVP of Payments & Fintech, WorkWave
Dan Eigner
Chief Growth Officer, FieldPulse
Gilli Cherrin
Co-Founder & CPO, Cents
5:30 pm
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7:30 pm

Closing Remarks & Happy Hour

Thank you to our happy hour sponsor: Ingenico

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Investors You Want To Meet Will Be At Vertex

Your next funding round could happen at Vertex. The best investors in vertical software show up here

$0
Cost to attend
350
Highly curated guests
0
Sales pitches or exhibitor booths
25
Speakers you'll actually learn from

WHY ATTEND?

Vertex isn't SaaStr, or Money20/20. And that's the point.


Aside from being free to attend (no begging your boss to approve a $1,000 ticket), we designed Vertex to cut through the noise. Instead of endless fluff from speakers, hear from operators who are in the trenches everyday. Instead of a crowd where sales reps outnumber your peers, know every attendee is vetted and there for a reason.

It's an event and community you'll want to be a part of.