Software & SaaS
Software-as-a-Service companies sell subscriptions to software that runs in the cloud. Once a company adopts a SaaS product, they almost never leave — switching costs are enormous. This creates predictable, high-margin recurring revenue that compounds over time.
The world's largest CRM (Customer Relationship Management) platform, used by sales teams at almost every major company. Also owns Slack and MuleSoft. Adding AI agents ("Agentforce") to automate sales workflows.
Runs the internal workflows of large enterprises — IT tickets, HR requests, finance approvals. Has become essential infrastructure for how big companies operate. Adding AI to automate these workflows is accelerating growth.
Owns the creative software stack: Photoshop, Illustrator, Premiere, and Acrobat. Transitioned entirely to subscriptions a decade ago. Firefly AI is embedding AI generation directly into tools used by 30 million creatives.
Runs HR and finance software for large enterprises. Once a company uses Workday for payroll and HR, they almost never switch. Extremely sticky revenue with 95%+ retention rates. Adding AI agents to automate HR decisions.
Scores 10/10 for Workflow Automation.
Scores 9/10 for DevOps.
Scores 9/10 for Marketing Automation. Also relevant to CRM Software and SMB Software.
Scores 9/10 for Cloud Communications.
Scores 9/10 for DevOps & Development Tools.
Scores 9/10 for Enterprise Software. Also relevant to ERP Systems.
Scores 9/10 for CAD & Design Software.
Scores 9/10 for SMB Software. Also relevant to Tax & Accounting Software.
Scores 9/10 for Enterprise Search & Analytics.
Scores 9/10 for Data Streaming. Also relevant to Real-Time Analytics.
Scores 9/10 for Work Management. Also relevant to Collaboration Tools and SaaS.
Scores 9/10 for HR Tech & ERP. Also relevant to SaaS.
Scores 9/10 for HR Tech & ERP.
Scores 9/10 for Life Sciences Software. Also relevant to SaaS.
Scores 9/10 for Life Sciences Software.
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