Vertex: The Vertical Software Conference

the INVITE-only event for vertical software founders, operators, and investors

Vertical software is transforming industries and economies worldwide, producing enduring, highly valued companies.

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.

Join us in San Francisco to help build the future of vertical software.

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Golden Gate Club
San Francisco, CA
Tuesday
September 9, 2025
135 Fisher Loop
San Francisco, CA 94129
September 9, 2025
San Francisco, CA
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conference by Glyder

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The agenda

9:00 - 10:00 am
Arrival & Breakfast
Fireside chat
10:00 - 10:40 am
From Niche to Icon: Chat with a vSaas Legend

A candid conversation with a marquee founder who helped define the vertical SaaS category. We’ll cover early inflection points, moments of scale, and the frameworks they still use to guide growth and strategy today.

Panel
10:50 - 11:35 am
systems of record vs systems of engagement

Vertical platforms are increasingly caught between being the indispensable backbone or the front-end that drives outcomes. This panel will explore how founders are choosing their lane, where AI fits, and whether the next wave of winners will be systems of record, engagement, or intelligent hybrids.

Panel
11:45 am - 12:30 pm
What's going on in vertical AI?

Everyone’s adding AI — but how many are doing it well? You may be asking yourself, "should I buy or build?" Hear raw stories of what worked, what broke, and the risks no one talks about when deploying AI in deeply vertical workflows.

12:30 - 1:30 pm
Sit down Lunch
Breakout Track 1
1:35 - 2:05 pm
Navigating the private equity Landscape

More platforms are finding themselves owned by — or selling into — PE-backed rollups. We’ll unpack how to thrive in that environment, from navigating procurement to aligning with fund incentives.

Breakout
Track 2
1:35 - 2:05 pm
Building embedded fintech beyond Payments

If you’re building in vertical software, you’ve probably already thought about payments — but what comes next? This panel will explore how to thoughtfully approach and implement additional financial products within your platform, unlocking the massive revenue potential that embedded fintech offers.

Breakout
Track 1
2:15 - 2:45 pm
Tactical Playbooks for the <$10M Club

Not every vertical SaaS playbook comes from giants. In this session, founders who have successfully scaled over $10M ARR mark share the specific, replicable tactics that helped them get them there.

Breakout
Track 2
2:15 - 2:45 pm
GTM secrets: Strategies for building In and owning a market

You've got burning questions, we've got answers. What AI frameworks are working? How can I grow my community? How do I build a moat that will last? This panel will dive into real tactics that are working right now in vertical software.

Panel
2:55 - 3:35 pm
Scaling Payments: $10M to $100M to $1B to $10B and Beyond

As vertical SaaS platforms grow, so does the complexity — and upside — of embedded payments. This session looks at how payment strategy evolves at each inflection point: from monetization experiments at $10M ARR to optimizing margin and product depth at $1B+. Learn what to build, when to partner, and how the smartest platforms are scaling payments into a true second business line.

3:35 - 4:20 pm
Coffee & Networking Break
Panel
4:20 - 5:00 pm
New vsaas Playbooks: Rollups, Bundles, and Vertically Integrated Everything

What does the future of vertical SaaS look like? Founders at the edge of the category are experimenting with business-in-a-box models, multi-product rollups, and new bundling mechanics that could shape the next decade.

5:00 - 7:00 pm
Closing Remarks & Happy Hour
Open invite
12:00 - 5:00 pm
Lunch, Co-working & Office Hours with vsaas Experts

Need something to make the trip to SF worthwhile? Just bored and want something to do the day before. Join us at the JPM office for an afternoon co-working session with office hours from xyz people. Swing by to hang out and get 1:1 time with some of the most knowledgable poeple in vSaaS.

Open Invite
11 pm - 1 pm
Welcome drinks @ place TBD

Start the conference with an evening of networking, drinks, and celebration at a beautiful SF...

Private
3 pm - 5 pm
Speaker & VIP Dinner @ Place TBD

It's good to be a VIP. Interested in speaking at Vertex? Let us know. Not only will you build your brand, but you get fancy dinners paid for by us.

The Speaker Lineup

Hear from Founders, CEOs and Senior Executives from the largest and fastest growing vertical SaaS platforms.

Kyle Norton
CRO, Owner.com

Kyle leads a team of world class GTM professionals who help restaurants grow their direct, takeout and delivery channels.

Roland Ligtenberg
Co-Founder & SVP Growth

Roland is a master of zero-to-one execution, driven by a high-agency mindset and the instinctive ability to cultivate powerful network effects.

Rahul Hampole
GM/VP Fintech, ServiceTitan

Rahul leads the Fintech business unit for ServiceTitan, overseeing over $60B in GTV in 2024 at 29% YoY growth.

Connor Watumull
Co-Founder & CEO

Connor cofounded Miter to give contractors superpowers, raising $38M to date with 80+ FTE and 700+ customers.

AJ Axelrod
VP of Payments & Financial Services

A.J. leads the strategic roadmap for Clio’s expanding legal fintech portfolio, including Clio Payments.

Emily Bartels
VP Payments, Skimmer

Emily owned payments at Mindbody for 12+ years, collectively covering ~40% of revenue, before taking over at Skimmer

Matt Brown
Venture Capitalist, Matrix

Matt is an early stage investor at Matrix, focusing on fintech and vertical software.

Joshua Silver
Founder & CEO. Rainforest

I’ve spent my entire career in embedded payments co-founding Patientco (exited to Waystar) and then Rainforest.

Kamau Massey
CEO, Moxie

Kamau is the CEO of Moxie, empowering nurses to launch, manage, and grow their own MedSpa.

Zak Holdsworth
Co-Founder & CEO

Zak co-founded Hint to support the growth and success of the direct primary care movement.

Todd Saunders
CEO, Broadlume

Todd has lead Broadlume all the way through their acquisition by Cyncly.

Our Lead Sponsors

Our Core Sponsors

Reserve your Spot

Vertex is entirely free to attend, but space is limited. Apply below to reserve your spot.

Apply to Attend