Connor A Theilmann @ctheilmann
aka CAT chief business officer @servicetitan, invested @accel, educated @wharton @pennengineers @pennmandt , raised @dallascowboys @smtxathletics servicetitan.com Los Angeles, CA Joined April 2011-
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Exciting news from the @ServiceTitan team! The company's acquisition of @ConvexBuilt will now deliver a powerhouse solution to the commercial services industry.🚀🚀🚀We can't wait to see what this dynamic duo will achieve. Check out the full announcement here:…
🎉Congrats to @AraServiceTitan, @VaheKuzoyan & the entire @ServiceTitan team for acquiring @ConvexBuilt! Learn how this partnership will bring to life an unparalleled end-to-end customer experience for commercial contractors ⤵️ servicetitan.com/blog/serviceti…
When I first started investing in Vertical & SMB SaaS a decade ago, to be a vertical software entrepreneur was to be underestimated. Now, as the industry has matured, I see the unfolding opportunity in Vertical SaaS, far beyond just adding seats. The real game changer for…
Our team attended @ServiceTitan's SOLD-OUT annual conference, Pantheon, two weeks ago in Orlando, along with thousands of residential service companies across the country. Here were the most significant takeaways for me: 1. Dispatch Pro is going to be a game changer. No more…
"Win-Win-Win" - Here it is in action: 2016: $13 million revenue, we added 100% paid health insurance for team members and their families (today, this is roughly $18k per team member) 2017: $18 million revenue, we awarded all PTO days on the date of hire (no waiting period)…
Proud to be a tiny part of this. Congrats to the entire Albert team!! 👊👊👊
A vertical OS (like Toast) might seem TAM constrained vs a horizontal player like Square. But if built properly, vertically focused tooling can lead to a thriving ecosystem and dramatically increase TAM
Systems of Record have long been the holy grail of value creation in software. But one specific type of System of Record “rules them all”: the Operating System. So what is an OS? a16z.com/2023/04/06/ver…
Mobile Games Company Scopely to Be Acquired by Saudi-Backed Savvy Games Group for $4.9 Billion variety.com/2023/digital/n…
2 Armenian immigrants built a ~$10B vertical SaaS company by creating software for home service businesses. In ~10 years, they've helped 100,000+ technicians and 12,000+ companies. The story of ServiceTitan, an amazing company you've probably never heard of 🧵
We're proud to share we're supporting @SVMClean's continued #growth. Providing #commercialcleaning to over 225,000 businesses, they'll utilize our proven ability to provide long-term consistency across franchises in a comprehensive operating platform: fal.cn/3wdmn
Of course that’s your contention, you’re a new VC who just expensed a meal at Nobu and saw a Toast card reader for the first time when you paid. You started down the Vertical SaaS rabbit hole, probably just read the Bessemer Toast memo. You’re gonna be convinced of that until…
Check out these photos from @the_nalp Leaders Forum in Hawaii, @theweathermatic SmartCon in San Diego & @ILCAlandscape iLandscape conference in Schaumburg, Illinois. Snow or sunshine, we love what we do!☀️❄️ Do you see any familiar faces? 📷
HUGE DAY for ^EMCloud! #META drove the wave for tech, soaring 23%, one of its best-ever trading days. For perspective, Nasdaq (up more than 16% YTD) is having the best start to the year since 1975.
Say what? #Pantheon2023 is back and better than ever. Register today to lock in our super early bird pricing and attend our celebration of the #trades: servicetitan.info/3WOKok2
We’re excited to start another year with The Elite Trades Championship Series! We’re on a mission to find the top technicians to be crowned our 2023 Champions! Follow along at tradesnation.com to stay up to date @ServiceTitan | @IDEALElectric_ | @USAutoTech_Natl
After conversations with dozens of investors, CFOs, and entrepreneurs alike early on in 2023, the burning question: "Will tech companies be profitable and what's the path to get there?" A few quick thoughts in @TechCrunch with key takeaways below: techcrunch.com/2023/01/24/met…
Congrats to @figma @ServiceTitan @Plaid @Gong_io @scale_AI @NotionHQ @PersonioHR and rising star @sesolabor for making the Forbes Cloud 100 list! 🌟forbes.com/lists/cloud100…
Im not out of the bag?!? Proud to be a tiny part of the journey with @DANGio25 @ @bigredbabz
Im not out of the bag?!? Proud to be a tiny part of the journey with @DANGio25 @ @bigredbabz
Congrats y'all - proud to be a small part of the journey
Congrats y'all - proud to be a small part of the journey
Damir Becirovic @damirbecirovic
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1K Followers 806 Following Industry leader in providing superior plumbing, heating, A/C and indoor air quality tune-up, maintenance, repairs & sales to SoCal. Call anytime (949) 242-0812I die unexpectedly tomorrow (morbid, I know). Our assets are held by dozens of entities per the image below. Here is how these assets would be treated per our existing operating agreements & estate planning. 1. "Minimum Distribution" provisions would be activated up my death…
i said “EBITDA” in Dubai and the crypto bros thought i said “Ibiza”
We loved hosting a group of future founders from across Europe in our London office for important lessons in pesto-making and starting a company from @dougleone and sous chef @JulienBek!
Which is the hardest stage of growth? 0-1 million 1-10 million 10-100 million How do the skills required to be successful change as you move between stages?
Raising kids, building a business, managing a home… everything is easier - and better - when you have the right partner. I certainly lucked out. Any other SMB folks share the feeling that you hit the partner jackpot?
IPOs & robotaxi. For the record, I disagree with @altcap on size you need to be public. Also suggest the late stage group of investors may be biased!! They want a non-jump ball bite at apple. Or one not controlled by banks. If you are at $100mm and growing nice you can IPO…
"You can't make solar panels in the U.S." "Okay maybe you can assemble modules, but you can't make real components like cells" "Okay maybe cells but not wafers" "Okay maybe wafers but not silicon" "Okay maybe..."
Setting the stage 🧊 #NHLinUtah
The @NHL is here! Utah let’s go!
“We can’t make enough batteries” is getting more absurd by the day
Two things happened on the @California_ISO grid last night. 1) Battery storage discharge went over 6GW for the first time AND 2) Batteries were the largest source of supply.
Grid scale battery storage is not "battery backup." Batteries are active assets that improve the utilization of other parts of the grid. An hour of battery storage at the level of a few percent of peak demand can provide ancillary services that free up thermal generation to…
one trait i’ve noticed in successful founders & product builders is that they obsess over bug reports and respond to customer feedback with zero ego
Lot of fun sitting down with @JasonrShuman !
For the first episode of Change Order, I sat down with @Alevy1511 who made one of the most legendary jumps from VC to Operator since I started in the business. If you ever want to know how to slide into his DMs. Here's how.
@IamScottlarson Bought for $1B, worth over $500B today. One of the best acquisitions ever.
In this video, I try to capture the experience of partnering with us. What parts of our story are most compelling? Where can we do better? The target audience is potential sellers of HVAC, plumbing, electrical, and roofing service companies.
It's honestly absurd that prices ever go this high. With more energy freedom and accurate price signals, this would not happen. We have 270,000 EVs in Texas now. If they supplied an average of 10 kW through vehicle to grid (V2G), they'd supply 2.7 GW of power (and make $40/hr…
Prices exceeded $4,000 across all of ERCOT tonight. While gross load is under 60 GW, net load is the highest its been in the past 30 days due to low and falling wind output and sunset. With thermal outages over 20 GW+, the system is quite tight.
Energy powers civilization. For people to prosper, we need to get better at harnessing our most abundant energy resource - the Sun. Harvesting 1% of the energy in Earth's sunlight would be a 100x increase in humanity's energy supply. We have all the technology we need for…
Primary energy is wrong, but not how you think. Primary energy gets criticized because it doesn’t take into account the losses that occur when converting and delivering energy. This makes fossil fuels look like they do more work than they really do because most of that energy…
As USOPF board directors and huge believers in @TeamUSA, my wife Alli and I are thrilled about @GuildEducation's partnership with Team USA. The individuals who proudly represent our country are some of the hardest working and most determined people in the world. Employers should…
Proud to announce that we are an Official Education, Skilling, & Career Mobility Provider of @TeamUSA and @LA28! 🇺🇸 Learn more about Guild’s partnership with Team USA here: guild.com/team-usa/
I pay what I owe. Tomorrow I will wire transfer to the IRS $288,000,000.00 This country has done so much for me, I’m proud to pay my taxes every single year. Tag a former president that you know doesn’t
@mcuban Hey Mark just wondering if you or your corporations pay more than the required taxes in order to pay your fair share, thanks so much