There is real opportunity to:

- scale a HoldCo
- focused on a portfolio of software & digital-forward assets
- serving niche and/or traditionally sleepy verticals

A playbook to follow...

But first... why is there opportunity?

- software is eating the world (& APIs are eating software)
- there are great product opp's for those who know where to look
- theres no real competition
- SaaS/subscription is the best delivery model out there (build once, sell twice+)
And why now?

We’re entering what I call the ‘Deployment Era’ ... where more traditional (sleepy) businesses will increasingly leverage software/tech to improve their model

And the best part is... we're on the front-end of riding this longer-term wave
So what does this mean?

Software (& other digital-first products) will eat more of the ‘traditional SMB’ stack

But most aren’t focused here bc it isn’t sexy or cool…

Which is where the opp is for those who have the right deal nose & know what to build & for who
There is big opportunity to build/scale in overlooked places...

Where you can build/acquire assets that have the best econ delivery model (SaaS/sub), w/ low competition, where you have an inside edge/know everyone in industry, & can do it when no one is looking
The real magic happens when you can combine:

1. A true operator who knows the industry cold
2. A rockstar dev who can ship quickly, effectively (not over-engineer), & efficiently (on budget)
3. A capital allocator with good deal nose for buying/building + scaling assets
And I’m not the only one thinking about this. Tiny/Chenmark/etc didn’t get big by focusing on crowded markets... they:

- saw an emerg trend
- picked industries w/ long runway w/ less competition
- & applied best in class execution w/patiently impatient capital allocation
An example?

Lets look at petcare services

And more specifically – veterinary clinics, daycare/boarding operators, aftercare (crematories), etc.

Note: we own/operate a handful of different operators within this vertical
These industries are:

- large (50K+ operators doing billions in annual profit)
- fragmented
- & most are run by baby boomers who hung a shingle 20+ years ago... and haven’t changed much (if at all)
The ‘average’ operator is on a 1.0 model >>> and there is opportunity to operate at 10.0 given today’s tech

But you can’t get ahead of yourself… the near-term opportunity is to keep it simple & effective by offering to take them to 2.0 (not 10.0)
Where are the areas of focus?

You should look at different line items of an operator P&L… a few examples:

- revenue --> pricing optimization saas
- clinical compensation --> payroll automation saas for complicated production based-comp
- continuing education --> digital CE & associated communities
- recruiting --> job boards
- aftercare --> digital crematory tracking tool

The list goes on…
Now how to make it happen?

I currently have the operators + customers + capital allocation squared away…

What I need is a rockstar technical co-founder/developer to join on a part-time basis (eventually evolving into full-time, if interested)

Details below:

More from Software

forgive my indulgence but 2020's been a big year for @shmuplations, so here's a look back at everything that went up over the last twelve months—there's a lot of stuff I'm sure you all read & other things you'd be forgiven for missing, so let's recap (thread)

the year kicked off with shmuplations' first big video project: a subtitled translation of a 2016 NHK documentary on the 30th anniversary of Dragon Quest which features interviews with Yuji Horii, Koichi Nakamura, Akira Toriyama, and Koichi Sugiyama
https://t.co/JCWA15RTlx


following DQ30 was one of the most popular articles of the year: an assortment of interviews with composers Yuzo Koshiro and Motohiro Kawashima concerning the music of Streets of Rage 1, 2 & 3 https://t.co/QUtyC9W12Z their comments on SoR3 in particular were full of gems


Game Designers: The Next Generation profiled six potential successors to the likes of Shigeru Miyamoto & Hironobu Sakaguchi, some of who you may recognise: Kazuma Kaneko, Takeshi Miyaji (1966-2011), Noboru Harada, Kan Naitou, Takashi Tokita & Ryoji Amano https://t.co/lWZU3PLvwX


from the 2010 Akumajou Dracula Best Music Collections Box, a subbed video feature on long-time Castlevania composer Michiru Yamane https://t.co/NMJe4ROozR sadly, Chiruru has since passed; Yamane wrote these albums in his honor

https://t.co/orlgPTDsKK

https://t.co/QnQl8KI9IX

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इमारत, पर्वत या अट्टालिकाओं पर ज़रूर देखा होगा। देखा है न?

ज़रा सोचिये पीपल या बरगद की बीज कैसे पहुंचे होंगे वहाँ तक? इनके बीज इतने हल्के भी नहीं होते के हवा उन्हें उड़ाके ले जा सके।