Medha Agarwal – Medium

Medha Agarwal

AI & its Impact on Vertical SaaS: The Gates of Distribution have Flung Open

With the latest boom of AI innovation driven by large language models (LLMs), there has been a cambrian explosion of vertical SaaS…

Jul 16

Jul 16

The Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaS

Why purpose-built software will define the next wave of SaaS innovation (Part 2)

May 17, 2023

May 17, 2023

It’s Go-Time for Treasury Management

Back in early January I shared some of my initial thinking around treasury management as one of a few key trends I was planning to dive…

Mar 29, 2023

It’s Go-Time for Treasury Management

Mar 29, 2023

The Defining Decade of Vertical SaaS

Why software purpose built for industry will define the next wave of SaaS innovation (Part I)

Feb 28, 2023

The Defining Decade of Vertical SaaS

Feb 28, 2023

6 Themes I’m Excited About in 2023

I’m excited about 2023 and the innovation that will come from this moment in time. On the one hand, many companies unfortunately are coming…

Jan 13, 2023

Jan 13, 2023

How lending products are bringing the fintech ecosystem 360

GE, Amazon, Shopify & Mindbody — highlighting early movers in fintech innovation by non-fintechs (Part III)

Dec 12, 2022

Dec 12, 2022

Banking as a Strategy: How non-fintechs have approached the challenge

GE, Amazon & Shopify — highlighting early movers in fintech innovation by non-fintechs (Part II)

Dec 5, 2022

Dec 5, 2022

How Payments Were Won: An Inside Look At Fintech’s Original Embedded Service

Starbucks, ServiceTitan, Etsy, and Uber — highlighting early movers in fintech innovation by non-fintechs (Part I)

Oct 31, 2022

Oct 31, 2022

The Super App: Myth, Reality or Something in Between

In my last post I dove into the rebundling movement and fintech companies’ focus on being the primary account as the holy grail to enable…

Oct 14, 2022

The Super App: Myth, Reality or Something in Between

Oct 14, 2022

What’s Old is New: The Great Rebundling

The old adage that everything old is new again has consistently held true in consumer fintech. In part, that’s because the early stages of…

Sep 6, 2022

What’s Old is New: The Great Rebundling

Sep 6, 2022

Medha Agarwal

Medha Agarwal

General Partner @Defyvc. inception, seed + Series A. Proud @HarvardHBS @Harvard @Redpoint @Radlwtcrew @Bainalerts alumna. Recovering New Yorker, loving SF

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