TurboTax for HVAC Rebates
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
Industrial & Supply
Industrial & Supply surfaces the physical side of innovation. We follow automation, robotics, and manufacturing shifts that quietly power the global economy — the back-end of every modern product.
Turn Cult Restaurant Sauces Into Shelf Revenue
Campbell paid $2.7B for Rao's restaurant sauce. Independent restaurants can't navigate FDA compliance to capture the same $368B opportunity.
Blue Collar "Moneyball" Recruiting
Gen Z wants trades, contractors need workers, but matching infrastructure is prehistoric—measurement layer wins, not another job board.
Governance AI for Self-Managed HOAs
373,000 volunteer-run associations managing $120B annually with amateur controls and predictable fraud patterns, creating structural demand for purpose-built governance infrastructure.
The Ugly Fruit Arbitrage (That Actually Works)
Industrial citrus waste holds verified bioactives. The arbitrage isn't making serums—it's becoming the certified supplier beauty brands depend on.
Portal Automation Operations Service
Browser automation templates are commoditizing. The durable margin sits in maintenance contracts, monitoring infrastructure, and vertical-specific operational knowledge.
Model-Agnostic Agent Platform
DeepSeek's MIT release and MCP standardization created enterprise demand for agent governance infrastructure. Build the operational trust layer hyperscalers won't prioritize.
Vertical AI Content Desk for Niche Industries
TokTak validated URL-to-content for everyone. Now build the vertical agent that owns one industry's entire marketing workflow.
Carbon Removal Asset Platform for Pit Lakes
Durable CDR demand hit 15M tonnes in Q2 2025 alone. 10,000 pit lakes sit on mining balance sheets as liabilities—not yet as carbon assets.
StockX for Restaurant Equipment
Restaurant liquidations hit record highs while secondhand equipment trades like a 1970s flea market. The pricing chaos creates a massive arbitrage opportunity.
Public Health Vending Compliance OS
Chicago's public health vending pilot revealed a massive tracking gap across thousands of machines dispensing Narcan, period products, and books nationwide.