September 9, 2025
SAN FRANCISCO

The Vertical Software Conference

Presented by

Vertical software is transforming industries and economies worldwide, producing enduring, highly valued companies. For one day, Vertex is bringing together the founders, operators, and investors building these companies in a high-signal, low-noise environment—no vendors, no sales pitches. This invite-only event offers unique insights on go-to-market, monetization, product expansion, fundraising, and M&A, as well as plenty of time to network with others in the space.

WHO’S ATTENDING?

SPEAKERS

Roland Ligtenberg

Co-founder & SVP Innovation

Kyle Norton

CRO, Owner.com

Todd Saunders

CEO, Broadlume

Gilli Cherrin

Co-founder & CPO, Cents

Ryan McMorrow

Senior Vice President

Matt Brown

Partner

Joshua Silver

Founder & CEO

Justin Meretab

Co-Founder & CEO

Matt Price

Founder & CEO, Crescendo

Andrew Mosawi

Operating Advisor, JMI Equity

Zak Holdsworth

Co-founder & CEO

Mackenzie Burnett

Co-founder & CEO

Rahul Hampole

VP/GM of Fintech

A.J. Axelrod

VP of Payments & Financial Services

Emily Bartels

VP of Payments

Jamie Fox

Senior Director & General Manager, Tekion Pay

Kamau Massey

CEO

Aaron Melgar

Head of Product & GTM

Bruno Estrella

Head of Marketing

AJ Jain

Co-founder & CEO

Damla Taskin

Vice President, Mastercard

AGENDA

Happy Hour
5:00 pm
-
8:00 pm

The Official Vertex Welcome Party

Join us the night before Vertex for an evening of great conversations, connections, and drinks. Whether you’re attending Vertex or just passionate about the space--all are welcome.

​Space is limited to 100, so grab your spot today! RSVP here.

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9:00 am
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10:00 am

Arrival & Breakfast

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10:00 am
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10:15 am

Opening Remarks

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Panel
10:15 am
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11:00 am

Systems of Record vs AI Startups

Vertical platforms are increasingly caught between being the indispensable backbone or the front-end that drives outcomes. This panel will explore how founders are choosing their lane, where AI fits, and whether the next wave of winners will be systems of record, engagement, or intelligent hybrids.

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Panel
11:15 am
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12:00 pm

GTM secrets: Strategies for building In and owning a market

You've got burning questions, we've got answers. What AI frameworks are working? How can I grow my community? How do I build a moat that will last? This panel will dive into real tactics that are working right now in vertical software.

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12:00 pm
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1:00 pm

Lunch & Networking

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Breakout
1:00 pm
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1:45 pm

New vsaas Playbooks: Rollups, Bundles, and Vertically Integrated Everything

What does the future of vertical SaaS look like? Founders at the edge of the category are experimenting with business-in-a-box models, multi-product rollups, and new bundling mechanics that could shape the next decade.

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Breakout
1:00 pm
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1:45 pm

What's going on in vertical AI?

Everyone’s adding AI — but how many are doing it well? You may be asking yourself, "should I buy or build?" Hear raw stories of what worked, what broke, and the risks no one talks about when deploying AI in deeply vertical workflows.

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Breakout
2:00 pm
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2:45 pm

Fintech That Influences Customer Behavior

Vertical SaaS platforms are increasingly influencing when, how, and why consumers spend. Whether it's a homeowner paying a contractor via embedded BNPL, a parent using a school app to pay for field trips, or a citizen paying municipal fees with a credit card, vertical platforms are reshaping spending behavior. This panel explores how embedded fintech drives adoption of financial products — like credit cards, financing tools, and autopay — in previously cash-heavy or under-digitized sectors.

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Breakout
2:00 pm
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2:45 pm

Navigating the private equity Landscape

More platforms are finding themselves owned by — or selling into — PE-backed rollups. We’ll unpack how to thrive in that environment, from navigating procurement to aligning with fund incentives.

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2:45 pm
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3:15 pm

Coffee & Networking Break

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Panel
3:15 pm
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4:00 pm

Scaling Payments: $10M to $100M to $1B to $10B and Beyond

As vertical SaaS platforms grow, so does the complexity — and upside — of embedded payments. This session looks at how payment strategy evolves at each inflection point: from monetization experiments at $10M ARR to optimizing margin and product depth at $1B+. Learn what to build, when to partner, and how the smartest platforms are scaling payments into a true second business line.

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Breakout
4:15 pm
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5:00 pm

Building embedded fintech beyond Payments

If you’re building in vertical software, you’ve probably already thought about payments — but what comes next? This panel will explore how to thoughtfully approach and implement additional financial products within your platform, unlocking the massive revenue potential that embedded fintech offers.

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5:00 pm
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7:00 pm

Closing Remarks & Happy Hour

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25   
Incredible speakers
150
Highly curated guests
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Sales pitches

WHY ATTEND?

Ever go to an industry event and feel like you are outnumbered by salespeople and sponsors? Yeah, us too. Vertex is the opposite. When we say curated Vertex just for builders in the vertical software space, we mean it. Our waitlist is currently larger than the amount of people we have confirmed, meaning you'll be surrounded by peers you actually want to network with and learn from.

It's an environment and community you'll want to be a part of.

Vertex is free to attend thanks to our sponsors

STARTS IN
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HURRY, SPOTS ARE LIMITED.