Welcome to Euclid Insights, your go-to resource for analysis on Vertical AI. We are Nic and Omar, the co-founders of Euclid Ventures. Euclid is a VC firm partnering with Vertical AI founders from inception.
Why We Launched Euclid Insights
Euclid Insights was created to share our research-driven perspectives on Vertical AI. Our writing reflects two cornerstones of thought at Euclid—first-principles thinking and continuous improvement. Weekly essays draw insight from from our portfolio, vertical collective (VSC), and day-to-day jobs as partners to incredible entrepreneurs.
Here, we aim to provide founders, operators, investors, and LPs alike with actionable insights into the unique opportunities at the intersection of emerging technology and the vertical markets that power our economy.
More on Euclid Ventures
We launched Euclid to help vertical operators build next generation of category-defining AI businesses. We back domain-expert founders with strong, differentiated visions in Vertical AI, partnering from Day Zero.
Euclid’s mandate stems from our conviction—informed by 15+ collective years of investing in vertical markets—that Vertical AI will create hundreds of billions of enterprise value over the next decade. Today, over 50% of B2B software exits are already vertical in nature. AI is accelerating this generational opportunity. Euclid is the first early-stage fund dedicated to the category.
We lead and co-lead inception-stage and pre-seed rounds. Our investment approach is highly concentrated. We partner with a select few founders per year and dedicate the vast majority of our time to our existing portfolio. Based in San Francisco, CA, we bring Silicon Valley networks and resources to exceptional founders across the US and Canada.
Our Vertical Community
We also run the Vertical Software Collective (VSC), an invite-only network and center of excellence for leading vertical operators. VSC comprises 100+ members today, from breakout startup CEOs to post-IPO founders. The simple aim of the Collective is to connect the best vertical founders and operators across the ecosystem, bringing value through peer introductions, deals, advisory opportunities, curated events, and more.
How we Partner with Founders
Founders are our priority. We build life-long professional partnerships centered around achieving outlier outcomes. Euclid helps founders build industry-dominant platforms, leveraging the support of leading vertical CEOs who have been there before, and partnering well before we invest.
Through our portfolio, VSC, and even the insights we share here, we built Euclid from the ground up to support leaders in Vertical AI.
Learn more about us and how we partner at Euclid here.
