Searching for the next great data company

About Vince Saulsberry-Fong, CEO

A technology leader with over 12 years experience building and scaling products at some of the world’s most innovative companies like Uber, Snapchat, and Netflix. He has led cross-functional teams of engineers and designers, shipping products used by millions.

Now he is channeling that experience into entrepreneurship through acquisition. He is seeking to acquire and lead an exceptional business—with the vision of building the next great data company.

Professional Experience

Netflix, Inc.

Product Lead - Content Intelligence

Snap, Inc.

Product Lead - Fintech, Payments, Commerce

Uber Technologies, Inc.

Product Manager - Fintech Systems

In a world where the AI race changes on a daily basis, data is the unchanging need.

Companies with timely, reliable, and proprietary data will have unique pricing power.

Three Predictions

  • Proprietary data feeds are commanding much higher prices. For example, Reddit sold a data feed to Google for $60M. Scale.ai, a company specializing in human-curated datasets, is valued at $13B in 2024.

    Implication: SaaS companies selling proprietary data will have more pricing power.

  • According to a VentureBeat 2024 State of AI report, 90% of businesses are turning to external data sources to supplement their AI efforts.

    Implication: The market for external data sources will grow.

  • Innovative companies leverage the connection between disparate datasets to unlock decision-making value. A company focused on acquiring key data companies with strong fundamentals has the potential to unlock more insights for customers.

    Implication: Connections between the right data sources can unlock more opportunities for value.

Acquisition Criteria

Industry Focus

Recurring-revenue data & SaaS companies serving niche verticals (e.g. legal, healthcare) where data is embedded in the workflow.

Geography

Nationwide

Revenue Range

$2M-$10M

EBITDA Range

$500k-$2M

Business Criteria

  • Strong customer retention (90%+)

  • Diverse customer base

  • Proprietary dataset(s)

I’m excited to find the next great data company, and I look forward to building something enduring together.

Get in touch