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Why we picked it Veeva is the definitive proof of your thesis: a company serving only life sciences, with roughly a thousand customers, worth billions. This breakdown shows how owning a narrow, high value market builds a durable business. A concrete case to point to when someone says your market looks too small.
Veeva Systems: Vertical SaaS Quality in Life Sciences
From Compound & Fire (Substack) by Compound & Fire 15 min read
- Veeva built billions in revenue from about a thousand customers.
- Dominating one regulated niche creates deep, durable moats.
- Small market plus high value per customer can compound for years.
