Justin Ishbia

We'll go build a whole entire platform.

And on this journey, we'll have some mistakes along the way.

We'll have added a lot of awesome people.

And when we're at scale, we should be in the middle of the fairway for a fund that wants to deploy between $50 and $300 million for its platform, which is a billion to $3 billion fund.

That's where we play in the buying environment.

The inventory that we're creating, I think, has strong demand.

So I think it's our focus on operations.

And so, again, I'm not smart.

I know what a copy of the first round capital is a venture capital firm.

I got to know a little bit and copy what they've done.

I think my factory floor is what I call our operations team.

We call our portfolio performance group and a group called the Centers of Excellence.

All I buy businesses, 18 of them wrapped with three of EBITDA.

My marketing department, the person who runs it is not somebody who's run a very large business.

What we do at Shore Capital is we have a center of excellence, a gentleman named Adam Werter.

He runs my marketing center of excellence.

He has a team underneath him as well.

His job is to be the node.

And for our 43 portfolio companies, his job is to create a cohort of the head of marketing from all 43 companies.

And they all four times a year get together, twice via Zoom, twice in person, and countless email interactions in between.