Busy Q1 at @BridgeInvestVC... 📊 New investment in @AskLebesgue: AI CMO 🏛️ @us_abstract raises $4.8M Seed round led by @bonfire_vc 🎙️ Bridge Partner @ConnorRyan2013 joins @TheSSEPodcast and more! https://t.co/NxdKhdL0dO

Are you a founder gearing up to fundraise? Join us for our @GoTechChicago event "Bridges to the Coasts: Mastering the Fundraising Journey." Please indicate your interest by registering at the link below (spots are limited). ⬇️ https://t.co/EeGfxiMvBn

@gopirangan @ConnorRyan2013 @BridgeInvestVC 🔊 On @TheSSEPodcast this week, Connor shares how VCs assess true product-market fit, and more! 🎧 Listen now: https://t.co/3N1P2Iko7h @trajektory_data @sureventures #VentureCapital #Startups #ProductMarketFit #Entrepreneurship

@BridgeInvestVC Partner @ConnorRyan2013 was just featured on @TheSSEPodcast! Check out his episode here 👇

Bridge 2024 Q4 Newsletter is out! 🌻@SimpleMills to be acquired by @flowersfoods 🌉Bridge's New Website! 🏛️@us_abstract CEO @PatricioUtz interviewed by @AuthorityMgzine 🚀@trajektory_data CEO @alex_c_kerr on @sportsloftHQ Podcast and more! https://t.co/pEZncgFonC

Did someone say Overlooked? @BridgeInvestVC

Excited to officially share @BridgeInvestVC's new website! Our look has changed, but it’s business as usual at Bridge: Bridge invests at the Seed stage, targeting overlooked categories underserved by innovation! 👉 Check out Bridge’s new look at https://t.co/ZEkfSGleeH

We’re pleased to share our refreshed website, which reflects Bridge’s growth and evolution over the years! Bridge invests at the Seed stage, targeting overlooked categories underserved by innovation. 👉 Check out Bridge’s new look at

In an industry filled with constant publication of grand successes, I always find it grounding to meet offline with other GPs - emerging and established alike. Thank you to @Brendon_Schmidt and the whole @Sierra_Ventures team for including me in this wonderful event!

ICYM our Q3 newsletter last month. Check out all the latest on our portfolio and the happenings at @BridgeInvestVC here. https://t.co/Ui0j66EG6W

When we talk about end markets underserved by technology at @BridgeInvestVC, this is exactly what we mean. We're excited to be investing in outdoor sports and recreation with companies like Alder Apparel and AnyCreek which is featured in this article! https://t.co/ZWqmlvLQAG

Credit to @louicop and @PointNineCap for the original inspiration on the topic:

Punchline: We love vertical SaaS businesses because they benefit from narrow focus in the early days, and then have opportunity to expand market size via additional service offerings as they scale.

@mattspiegelesq talked about the multitude of opportunities to expand market via expansion of services. He noted that in a prior business he was involved with, subscription revenue now made up only ~30% of revenue due to the growth of payments. Lawmatics is expanding similarly.

Jon Carter said that if he had been thinking about market size from day one, he probably would have hindered Prado's ability to achieve early traction. Focusing on the depth of problems of the core customer is more important than breadth of customers in the early days.

@alex_c_kerr noted that while it's always important to think about ways to expand a company's market, it's also important to remain focused on the benefits of being concentrated in a specific vertical. Consistently solving problems for your ICP is priority number one.

Our team has been talking about the tradeoffs between vertical and horizontal software. Perhaps most notable is the perception that vertical software often faces market size constraints, and it was great to get the founder perspective on this topic. Some quick takeaways:

As part of the agenda of our Annual Meeting, @JasonTChiVC sat down with the founders of three of our portcos: @trajektory_data, @lawmatics, and @pradolocal, to talk vertical SaaS.

We were thrilled to gather yesterday with an exceptional group of our Founders, LPs, and friends for our Annual Meeting and Celebration. Thank you to those who were able to join last night and to all who make what we do possible! @JasonTChiVC, @ConnorRyan2013, @DanielGoldberg8

Thrilled to announce our participation in AnyCreek's $1.8 million Seed round! https://t.co/TsFqSQajWz