Blueprint Equity Managing Partner Sheldon Lewis - Is the SaaSpocalypse Real?

Sheldon Lewis, Managing Partner at Blueprint Equity, joins Clint Betts for a conversation on venture capital, growth equity, AI, SaaS, startup investing, and the future of software businesses.

Blueprint Equity manages more than $600 million and specializes in helping bootstrapped and lightly funded vertical SaaS companies scale from early traction to sustainable growth. In this episode, Sheldon shares why he believes we're living through both the most exciting and most uncertain period in software investing history.

The conversation dives into AI's impact on startups, whether the so-called "SaaSpocalypse" is real, the future of venture capital, and what investors are looking for in founders today.

00:00:00 - Introduction to Blueprint Equity

00:00:50 - Blueprint Equity's Investment Focus

00:01:56 - The State of SaaS and SaaSpocalypse

00:03:41 - Public Market SaaS Companies

00:05:05 - Efficiency and AI in Series A Funding

00:08:09 - The Future of Venture Capital

00:12:22 - The Potential of Software and AI

00:14:08 - Exciting Investment Verticals

00:17:10 - What Blueprint Equity Looks for in Founders