Theses, threads & shifts

A working notebook of insights worth pulling on — across users, companies, markets, operations, and macro. Some are fully formed theses; others are loose threads. All are starting points for the next interesting company or investment.

User insight

182

Behaviors, needs, frustrations, or unmet jobs of end users.

Company insight

Specific incumbents, challengers, or businesses worth pulling on.

Market insight

Sectors, categories, or segments — sizing, structure, dynamics.

Operational insight

How work gets done — workflows, tooling, ops, GTM mechanics.

Shift

205

Macro, regulatory, technological, or behavioral changes underway.

Company insight

Thread

Company to watch·Construction / Trades +1

Shovels

Building permit and contractor intelligence platform.

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Company insight

Thread

Company to disrupt·Construction / Trades +1

ComputerEase

Legacy construction accounting software — incumbent to unseat.

Company insight

Thread

Company to disrupt·Construction / Trades +1

Sage 50 Contractor

Legacy contractor accounting from Sage — slow-moving incumbent.