SaaStr Annual 2024: Why Business-in-a-Box Startups are the Next Big SaaS Category with SignalFire

SaaStr Annual 2024: Why Business-in-a-Box Startups are the Next Big SaaS Category with SignalFire

1. Wayne Hu General Partner SignalFire Business-in-a-Box: the next evolution in SaaS?

2. ~ Years from 1m to 100m ARR Why should you care about the Business-in-a-Box Model?

3. How is the Business in a Box Model so successful? Business in a box platform Intake Scheduling Core CRM Benefits verification Prior authorization Insurance contracting Notetaking Revenue management and billing Patient acquisition Free up time for professionals to just focus on what they are best at Turnkey solution, no need to deploy multiple point solutions Tie in directly to revenue generation and cash cycle Broad surface area is defensible bundle that is hard to compete against

4. Massive supply shortages “55% of US counties don't have a licensed behavioral therapist” PE rollup dissatisfaction “High fragmentation, low net promoter score, and no great vertical software are easier to win” Remote work “GenZ and Millenial practitioners are increasingly taking control of their own calendars, and valuing flexibility over long in-person shifts” Why now?

5. Where are the future opportunities? Large latent supply of frustrated professionals (e.g. PE rollups) 1 Ecosystem of independent businesses exists, but friction to launch is large barrier (e.g. credentialing) 2 Supply constrained services where access can be expanded (e.g. telemedecine) 3 Clear advantages to scaling supply (e.g. GPO dynamics, insurance contracting) 4 Open question: when do you own supply directly? 5