Volition Capital

For years, investors have debated whether #proptech companies can build truly large businesses given perceived TAM constraints. At Volition Capital, we see it differently. Here Roger Hurwitz explores why traditional TAM analysis often misses the mark — and how factors like product expansion, retention dynamics, and global opportunity tell a much bigger story. Check out Roger's complete thoughts here: https://lnkd.in/e7ns_jq7

Tomorrow’s most powerful platforms will seamlessly blend hardware, data, and software. Volition Capital Partner Tomy Han breaks down what it takes to build the next generation of Hardware-Enabled SaaS businesses — from using devices as AI engines to driving capital-efficient scale. Drawing on lessons from ButterflyMX, HAAS Alert, and HALOS Body Cameras, Tomy highlights the defining traits of the category’s future leaders.

The line between hardware and software is disappearing — and the companies that master both are defining the next frontier of innovation. Volition Capital shares how pioneers like ButterflyMX, HAAS Alert, and HALOS Body Cameras are paving the way for the future of Hardware-Enabled SaaS. If you’re a founder or investor thinking about what’s next in connected tech, this framework is your roadmap.

Hardware-Enabled SaaS is entering its next phase — where connected devices become data ecosystems and capital efficiency becomes a competitive edge. Tomy Han shares what Volition Capital has learned from investing in ButterflyMX, HAAS Alert, and HALOS Body Cameras, and outlines what’s next for this fast-moving category. For founders building at the hardware–software intersection, these insights offer a glimpse into the future.

What makes a great Hardware-Enabled SaaS business? Volition Capital Partner Tomy Kihoon Han shares lessons from years of investing in and learning from companies like ButterflyMX, HAAS Alert, and HALOS Body Cameras — and breaks down the traits that separate good from great in this emerging category. From leveraging hardware as a data and AI gateway to building true capital efficiency, Tomy outlines a practical framework for founders scaling #HardwareEnabledSaaS. If you’re building at the intersection of hardware and software, this one’s worth a read. Check out the full piece here: https://lnkd.in/e7PqiAjr

The next generation of Hardware-Enabled SaaS companies is redefining how data, AI, and physical systems connect. Volition Capital is drawing on lessons from ButterflyMX, HAAS Alert, and HALOS Body Cameras to explore where the category is headed — and what will set the next wave of winners apart. From hardware as a gateway to smarter software to capital-efficient growth models, Volition Capital Partner Tomy Han outlines the traits that will shape the future of this emerging space.