Luke Sophinos

I mean, look, I think it takes, again, it's back to more of this is science versus art, right? So you have to go and you have to learn everything about machine shops as you possibly can. And there's opportunity in boring, right? And I don't look at... Vertical software is boring because I think it's incredible problem set. It's a puzzle that you got to put together.

And the way that I try to learn about machine shops, and this I'm sharing now on my screen, something from Toast S1. So Toast is a publicly traded vertical SaaS business. A lot of people know about it. They do restaurant software, right? And what they did in their S1 is they actually visualized a restaurant in every aspect of its operations end to end.

And the way that I try to learn about machine shops, and this I'm sharing now on my screen, something from Toast S1. So Toast is a publicly traded vertical SaaS business. A lot of people know about it. They do restaurant software, right? And what they did in their S1 is they actually visualized a restaurant in every aspect of its operations end to end.

And the way that I try to learn about machine shops, and this I'm sharing now on my screen, something from Toast S1. So Toast is a publicly traded vertical SaaS business. A lot of people know about it. They do restaurant software, right? And what they did in their S1 is they actually visualized a restaurant in every aspect of its operations end to end.

And so this is a very important part in determining if there's an opportunity in machine shops beyond the few characteristics that I talked about, right? So you have to map out the entire customer journey and the entire operations of the businesses within the industry that you're going to serve.

And so this is a very important part in determining if there's an opportunity in machine shops beyond the few characteristics that I talked about, right? So you have to map out the entire customer journey and the entire operations of the businesses within the industry that you're going to serve.

And so this is a very important part in determining if there's an opportunity in machine shops beyond the few characteristics that I talked about, right? So you have to map out the entire customer journey and the entire operations of the businesses within the industry that you're going to serve.

So in Toast S1, they literally have visualization of every aspect of the restaurant, the back office, the kitchen, the bank, the delivery piece, right? The actual restaurant itself, the bar, you know, people at home that are trying to find out about the restaurants with websites and marketing. And so you have to really understand machine shops, even if you're in Tribeca.

So in Toast S1, they literally have visualization of every aspect of the restaurant, the back office, the kitchen, the bank, the delivery piece, right? The actual restaurant itself, the bar, you know, people at home that are trying to find out about the restaurants with websites and marketing. And so you have to really understand machine shops, even if you're in Tribeca.

So in Toast S1, they literally have visualization of every aspect of the restaurant, the back office, the kitchen, the bank, the delivery piece, right? The actual restaurant itself, the bar, you know, people at home that are trying to find out about the restaurants with websites and marketing. And so you have to really understand machine shops, even if you're in Tribeca.

And I did this at Korsky too. So here's my example for trade schools. Like we have, We understand, all right, the first piece of a trade school is admissions, right? It's finding students to enroll them. The second piece is actually training them. Well, how does that look? It's not actually a classroom setting. Like they're training them in a garage, right?

And I did this at Korsky too. So here's my example for trade schools. Like we have, We understand, all right, the first piece of a trade school is admissions, right? It's finding students to enroll them. The second piece is actually training them. Well, how does that look? It's not actually a classroom setting. Like they're training them in a garage, right?

And I did this at Korsky too. So here's my example for trade schools. Like we have, We understand, all right, the first piece of a trade school is admissions, right? It's finding students to enroll them. The second piece is actually training them. Well, how does that look? It's not actually a classroom setting. Like they're training them in a garage, right?

And they're training them with a real car for an automotive example. And then you have all these other bits and pieces. I don't have to go into all of them. The IT team, the student services, the compliance and regulatory piece, the placement group is actually responsible for getting folks in there.

And they're training them with a real car for an automotive example. And then you have all these other bits and pieces. I don't have to go into all of them. The IT team, the student services, the compliance and regulatory piece, the placement group is actually responsible for getting folks in there.

And they're training them with a real car for an automotive example. And then you have all these other bits and pieces. I don't have to go into all of them. The IT team, the student services, the compliance and regulatory piece, the placement group is actually responsible for getting folks in there.

And as you actually visualize the end-to-end operations of the businesses within the industry, this is how you start to actually identify where is the software opportunity and how big is that software opportunity.

And as you actually visualize the end-to-end operations of the businesses within the industry, this is how you start to actually identify where is the software opportunity and how big is that software opportunity.

And as you actually visualize the end-to-end operations of the businesses within the industry, this is how you start to actually identify where is the software opportunity and how big is that software opportunity.

Yeah, no, totally. It doesn't necessarily need to have a huge physical component to it, but you have to map out and visualize the end-to-end operations of any industry that you're intrigued about, you wanna go after. I mean, that's the nature of vertical software. I have over a thousand industries in here, right? Pharmacies, restaurants, banks, chiropractors, gas stations,