About Platform Link

Operator Experience Meets Strategic Insight

Platform Link brings together deep operational experience with strategic advisory expertise, specifically focused on vertical SaaS and AI companies. As operator-turned-advisors, we understand the challenges you face because we've navigated them ourselves.

This isn't consulting from the sidelines. It's practical, actionable guidance from a team that knows what it takes to build, scale, and optimize technology companies in today's market.

A Different Approach

Most advisors deliver lengthy reports and theoretical frameworks. We deliver results.

Our approach combines strategic thinking with operational pragmatism. We help you cut through complexity to make confident decisions quickly—whether you're evaluating an acquisition, optimizing your product portfolio, or exploring new market opportunities.

Deep Expertise in Vertical SaaS and AI

The vertical SaaS and AI landscape requires specialized knowledge. These markets have unique dynamics, competitive pressures, and growth patterns that demand an advisor who truly understands the space.

We bring proven experience helping companies in these sectors navigate critical strategic decisions, from M&A strategy and due diligence to product portfolio optimization and new market entry.

Our experience spans multiple enterprise SaaS verticals, including:

• Insurtech: Insurance technology and digital transformation
• EdTech: Educational technology and learning platforms
• HR Tech: Human resources and talent management systems
• Geospatial Tech: Location intelligence and mapping solutions
• E-Procurement: Procurement and supply chain software

This cross-industry perspective allows us to bring insights from one vertical to solve problems in another, while understanding the specific nuances that make each market unique.

Who We Work With

We partner with B2B SaaS companies—typically backed by private equity or venture capital—who are at inflection points:

• Evaluating acquisition opportunities or preparing for an exit
• Optimizing product portfolios to improve profitability and market fit
• Exploring new product opportunities in vertical SaaS or AI
• Aligning product and M&A strategy with investment objectives

How We Work

Every engagement is different, but our approach remains consistent:

• Fast: We move quickly to understand your situation and deliver insights
• Practical: Recommendations you can actually implement
• Collaborative: We work alongside your team, not above them
• Results-focused: Success is measured by outcomes, not deliverables