Home – Sectors
The Thesis
Ultimate inflation hedges relying on sticky, recurring contracts. We like the inertia; once a building owner signs, they rarely switch unless you break something.
The Playbook
Professionalize the back office. Install ERPs, automate tenant comms, and layer in high-margin ancillary services.
The Thesis
Pure processing power. Unsexy, high-volume operations that must get done. Recession-resistant because claims happen regardless of the stock market.
The Playbook
Efficiency = Margin. Upgrade software stack to reduce processing time by 30-50%. Aggressive add-on acquisitions to build scale.
The Thesis
Digital rails. If these services stop, the client’s business stops. Immense pricing power and extremely low churn.
The Playbook
Move from break-fix to managed recurring revenue. Implement rigorous cybersecurity standards to move up-market to enterprise clients.
