Bessemer Venture Partners’ Post

After meeting with, investing in, and supporting multiple Vertical AI businesses, we at Bessemer Venture Partners are excited to share the final installment of our Vertical AI series – principles (and a Good / Better / Best framework) for building a Vertical AI business! We think about early-stage Vertical AI startups through the lens of: 🛠️ Functional value 💰 Economic value 📈 Competitive position 💪 Defensibility The most powerful Vertical AI businesses will find ways to embed into and turbocharge customer workflows, provide superior ROI, and find avenues for defensibility across both the wave of AI-native early-stage competitors and incumbents actively deploying AI features. Some questions for founders to consider include: 💡 Which workflows – core or supporting – do customers *want* to automate? Which might they want to augment? 💡 What is the most impactful product wedge to lead with? How might AI help you drive expansion and stickiness? 💡 Where can AI deliver superior ROI by doing work previously impossible to do? 💡 What business model should be used – agents, co-pilots, or AI-enabled services? 💡 Can multimodal solutions be deployed to build a superior and defensible product? Check out the final installment here: https://lnkd.in/exMt5Rwe