Theses
The invisible infrastructure of the American household has a ton of business opportunity Say you’re scaling a single-product home services business, pest control, lawn care, maybe appliance repair. You centralize ops. One call center. One CRM. But you’re still selling one service. One category. One shot at
Theses
Home services are a hot space in PE right now, and for good reason. Recurring demand, fragmented markets, and operational levers make them attractive. But too many firms stop at the basics: backend consolidation, procurement savings, and cost control. The real alpha is in premiumization. Transforming a commoditized service into
Theses
There’s a quiet revolution happening in home services and AI is the catalyst. Industries like HVAC, plumbing, and home cleaning are notoriously fragmented, with thousands of independent operators running subscale businesses. But while the field teams are delivering services well, what’s behind the scenes is wildly inefficient: manual