In the last seven years, the amount of B2B SaaS solutions that have come into the market is staggering. Operating companies are getting solution fatigue with all of the different platforms and point solutions thrown at them via sales and marketing. Does the world need another SaaS solution in a world where belts are tightening? I don’t believe so, not unless it is solving a huge pain point and bringing 10x value. Having founders articulate demonstrable ROI is crucial in selecting early-stage companies to invest in.

There are two themes I am currently thinking about in what I am looking at in this recessionary environment: Healthcare tech-enabled services and business process automation. I know very little about both themes, but I am actively reading about the subjects.

I will write more about these subjects in the next couple of months as I learn more about the space. I believe both types of companies are less recession sensitive, have to supply demonstrable ROI, and are naturally sticky. More will be revealed…