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Announcing Defy.vc’s Investment in Birches Health: Leading the Fight Against Gambling Addiction
We are thrilled to announce our investment in Birches Health as they come out of stealth with $20 million in seed and Series A funding.
Sep 16
•
Medha Agarwal
2
1
August 2025
New Value Models, New Playbooks: Tactics AI-first Companies Use to Scale
Why AI-First Products Require a New Approach to Pricing, Sales, and POCs
Aug 5
•
Medha Agarwal
and
Noah Lin
2
December 2024
How to Price Your AI-First Product
Why we’re seeing a rise in output and input based pricing models relative to SaaS
Dec 19, 2024
•
Medha Agarwal
and
Ximei Li
5
1
July 2024
AI & its Impact on Vertical SaaS: The Gates of Distribution have Flung Open
With the latest boom of AI innovation driven by large language models (LLMs), there has been a cambrian explosion of vertical SaaS companies…
Jul 16, 2024
•
Medha Agarwal
2
November 2023
A Professional Update: Moving to defy.vc as General Partner
Hi everyone, today’s post is different from past ones.
Nov 20, 2023
•
Medha Agarwal
6
5
May 2023
The Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaS
Why purpose-built software will define the next wave of SaaS innovation (Part 2)
May 17, 2023
•
Medha Agarwal
and
Meera Clark
9
1
April 2023
Vertical SaaS Market Deep Dive (Video Series Part 10)
A Deep Dive into the Vertical SaaS Market
Apr 27, 2023
•
Medha Agarwal
6
1:50
What is Vertical SaaS? (Video Series Part 9)
A Deep Dive into the Vertical SaaS Market
Apr 24, 2023
•
Medha Agarwal
4
2:11
March 2023
It's Go-Time for Treasury Management
Back in early January I shared some of my initial thinking around treasury management as one of a few key trends I was planning to dive deeper into this…
Mar 29, 2023
•
Medha Agarwal
6
February 2023
The Defining Decade of Vertical SaaS
Why software purpose built for industry will define the next wave of SaaS innovation (Part I)
Feb 28, 2023
•
Medha Agarwal
and
Meera Clark
30
4
January 2023
6 Themes I’m Excited About in 2023
I’m excited about 2023 and the innovation that will come from this moment in time. On the one hand, many companies unfortunately are coming off a second…
Jan 13, 2023
•
Medha Agarwal
8
2
Payment Infrastructure (Video Series Part 8)
Fintech Market Map Deep Dive Cont.
Jan 5, 2023
•
Medha Agarwal
1
2:18
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