“it's a super Niche topic it's a uh it's a graphical interface for git um loved by a lot of developers but it's also a very small group um it's also a small company um but it's a real love brand and that that would be a typical one we look at because it's people who are very sticky they stay with the product sometimes for 10 years”

Niche love-brands beat broad markets — and they're what acquirers actually want

A small niche with a low ticket and viral spread inside organizations is exactly what a serial acquirer hunts. Broad markets like CRM have hundreds of competitors poaching customers; a narrow audience that genuinely loves the product compounds harder because the market is too small for VC-funded rivals to bother attacking.