Why Vertical SaaS is Booming, And How to Get 110% NRR from SMBs, with Jason Lemkin + Mangomint's CEO

Опубликовано: 26 Август 2026
на канале: SaaStr AI
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Vertical SaaS seems to be mostly immune from any “macro downturn”. Is taht what you are seeing? Why?

We all can’t hire anyone these days. We’re out of people to work. How does automation and AI play into this for SMBs and in labor-constrained environments?

Many SMB vertical SaaS leaders seem to be converging on a Toast-like stack: POS, SaaS, payments, payroll, and more. What’s driving that? Can you compete with just a piece?

You have 110%+ NRR from SMBs. What’s the trick and learnings here?

You seem to have a good but small TAM. How do you think about expanding it over time? Do you need to be in multiple verticals?

You’ve challenged me a bit about the CEO being involved in SaaS. What’s your approach and learning here? How much time do you spend with customers?

Almost all your customers are inbound. What’s the learning from running a true sales-assisted PLG model here? Is it a 1-2 call close?



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