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Contrarian Thinking Capital

Contrarian Thinking Capital

Venture Capital and Private Equity Principals

Austin, TX 999 followers

Investing in the startups that power American prosperity and small business growth.

About us

Boring businesses and technology are colliding Tech + Boring + 30M Small Businesses.

Website
contrarianthinkingcapital.com
Industry
Venture Capital and Private Equity Principals
Company size
2-10 employees
Headquarters
Austin, TX
Type
Privately Held
Founded
2022

Locations

Employees at Contrarian Thinking Capital

Updates

  • Huge update from Delphi. In an AI-first world: "You should automatically know what matters without having to look for it."

    View profile for Dara Ladjevardian

    Preserving human legacy through digital minds | Cofounder, CEO Delphi

    Introducing 𝗗𝗘𝗟𝗣𝗛𝗜 𝗜𝗡𝗦𝗜𝗚𝗛𝗧𝗦 Your digital mind's proactive assistant that surfaces the most valuable connections, questions, and opportunities from ALL your conversations. Never miss what matters again. In a world where you can be everywhere at once, constantly engaged in conversations, why should you still be stuck checking inboxes? FOMO shouldn't exist in an AI-first world - you should automatically know what matters without having to look for it. This is what we set out to address. DELPHI INSIGHTS is your digital mind's command center - one sleek dashboard with all the most important takeaways from every conversation happening with your audience. Think of it as your personal intelligence hub. 🧠 Imagine waking up to discover: • The 𝗯𝗶𝗴 𝗶𝗱𝗲𝗮𝘀 that are resonating most with your audience • 𝗧𝗼𝗽 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you get over and over from your audience • 𝗚𝗿𝗲𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 that reached out, who you should definitely meet But that's only the beginning. Insights also identifies: • 𝗚𝗮𝗽𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲, where you might want to research more • 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝗱𝗲𝗮𝘀 to write about • 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 that you might want to invest in, or engineers that you might want to hire • 𝗙𝗲𝗮𝘁𝘂𝗿𝗲 𝘀𝘂𝗴𝗴𝗲𝘀𝘁𝗶𝗼𝗻𝘀 for your products And much more. It's like Kindle's Top 5 Highlights, or business intelligence, on steroids. Your Delphi is a model of your mind, which means these aren't any old summaries of salient topics. They're things YOU would've written down, had you actually been there. It's like having an executive assistant that happens to be 𝙮𝙤𝙪. Never miss an opportunity - Delphi delivers the insights, people, and ideas you can't afford to miss, so you can do the creating and focus on what you do best. Your competitive edge in an information-saturated world. 👉 Try it now here on Delphi: https://www.delphi.ai/

  • Contrarian Thinking Capital reposted this

    View profile for Arjun Mahadevan

    CEO of @doola The Business-in-a-Box™ for E-Commerce | LLC Formation | Bookkeeping | Business Taxes | Analytics Your E-Commerce back office. Simplified.

    Today marks the 4th biggest day in doola's history. Introducing doola's Business-in-a-Box™ for E-Commerce. The front end of E-Com is Shopify and Amazon FBA. But the backend... It’s been missing. Fragmented. Duct-taped together with tools that don’t talk to each other. Until now. Our Business-in-a-Box™ connects the dots: - LLC Formation - Bookkeeping - Business Taxes - E-Commerce Analytics One platform, one point of contact, zero stress. This is the future of selling online — not just setting up a store, but scaling one with confidence. To every E-Com founder drowning in spreadsheets, tax deadlines, or state compliance notices… This was built for you. Focus on what you do best. Let doola handle the rest. Let’s doola this ⚡️ PS: Create a free account or get a free demo today → https://lnkd.in/eps7EMC6

  • HIRING: Founding Account Executive Great opportunity to work with Plantiful - apply below 👇

    View profile for David Turer

    CEO & Co-Founder at Plantiful

    Hey friends 👋 — We’re hiring! 🎉 At Plantiful, we’re building modern software for the horticultural industry — nurseries, greenhouses, and more - the folks who grow the plants we all love! It’s an industry that’s been overlooked by tech for too long, and we’re helping change that. We’re looking for Founding Account Executives to join our small (but mighty!) team. Ideal for someone who’s been full-cycle at a startup, or any SDR+Salesperson looking to join an exciting Company on the ground floor! This is a chance to: 🌱 Sell a product that’s already getting real traction 🌱 Help shape the sales motion from day one 🌱 Work directly with the founders and other Founding AEs 🌱 Join a mission-driven team that actually cares about the people we’re building for If this sounds interesting — or if someone awesome comes to mind — shoot me a message or check out the role below #startups #sales #saas #hiring #accountexecutive #horticulture

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  • Our latest investment... 🤖 The company: Ambient The founder: Lawrence Coburn TL;DR of what they do: An AI Chief of Staff for your business Who’s it for: Chiefs of Staff, CEOs, other C-suites, anyone who finds themselves on a lot of zoom calls, email chains, or managing a lot of projects. Get your first 30 days free (Thanks Lawrence!) → https://lnkd.in/eV9QTjFP Talk to us if you’re also building in SMB world → https://lnkd.in/eMzhKuxG

    View profile for Codie A. Sanchez
    Codie A. Sanchez Codie A. Sanchez is an Influencer

    Investing millions in Main St businesses & teaching you how to own the rest | HoldCo, VC fund, Founder | NYT best-selling author

    AI spending will reach $154B this year. But small businesses may get left behind... 5 reasons why SMB owners are hesitant about AI (and a company I found that might change their minds): 40% of small business owners with <100 employees don’t plan on using AI at all. Yet studies have shown workers who integrate AI in their workflow can do: - 12% more tasks - 25% faster - with 40% higher quality results So why are owners so wary? 5 reasons: 1. Cost 44% of owners cite cost as a barrier to AI. Interestingly, the biz's most turned off by the cost are ones with <10 employees. Wouldn’t these be the ones in the best position to leverage AI? 2. Data privacy & security concerns 35% worry AI will expose sensitive data. Big Tech hasn’t convinced Main Street they won’t lose or misuse their data. 3. Lack of Understanding 31% say they plain don’t “get” AI or how it would benefit their business. 4. Job Displacement For years we said, “AI will steal your job." Now the time’s come to adopt AI, it’s no wonder 28% of owners don’t really want that for their employees. 5. ROI 29% simply aren’t convinced the benefits will be worth the cost of implementing AI. One last data point to note: As expected, the biggest signifier of whether or not a business will adopt AI is the AGE of the owner. I think these concerns are valid. But I also think SMB operations will completely change in the next decade. Which is why I try to find & invest in the best tools that help bring Main Street businesses into the 21st century... One tool Contrarian Thinking Capital has been using (and invested in!) recently is Ambient. It does some amazing things I haven’t seen before and now can’t live without... First, it takes notes on your meetings & emails. Which is where most AI tools stop. But Ambient also: - extracts action-items & next steps - answers questions about mtgs & emails - drafts follow-up emails & agendas - acts as a consultant who knows your biz The tasks are a game-changer. You can seamlessly organize & prioritize in an Eisenhower matrix. Or roll them up into projects. Or route to your project management system of choice (we use Notion, but Asana, Monday, ClickUp, etc also work) If you want to give it a try, Ambient hooked ya'll up with a free 30 days: https://lnkd.in/e4J63cCZ

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  • 2 years 1400 customers $900K in ARR ...$10M SERIES A Huge congrats to Ankur and the Carry team! https://lnkd.in/es3NyZrR

    View profile for Ankur Nagpal

    Founder at Carry, Teachable; Investor at Vibe Capital

    We just raised a $10M Series A at Carry! Carry exists to help business owners grow their net worth by saving money on taxes In less than 2 years, we've grown to 1400+ customers, ~$900K in ARR and $35M+ in assets on our platform... and we're just getting started. --- What exactly does Carry do? - The best platform for tax-advantaged accounts for biz owners like a Solo 401k, IRA's & Defined Benefit Plans - An asset-agnostic investment platform to invest in stocks / ETF's or alternatives from the same place - Best in-class tax planning & education --- Here's how our metrics have grown since our Seed announcement 14 months ago: ARR: $80K -> ~$900K Assets on Platform: $1.5M -> $35M Customers: 350 -> 1,400 We raised the round at $65M pre-money valuation led by Accomplice VC, who was the same lead as my last company Teachable We also brought in lots of helpful individual investors like Balaji S. Kamal Ravikant Matthew Brezina Brianne Kimmel Eric Feldman Sophia Amoruso Codie A. Sanchez Sam Parr Sahil Lavingia Avlok K. Nuseir Yassin & 50+ others --- We also did something I've long wanted to do & left open a $1M allocation for the community! If you are an accredited investor, you have the opportunity to invest at the exact same terms in this financing More details in our announcement blog post here: https://lnkd.in/evY2U-pV

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  • 🌊 Our latest investment: The company: Splash The founder: Jeremy Yamaguchi The raise: $6.5M Pre-Seed. CT Capital is joining 40+ other exceptional founders, CEOs, and investors TL;DR of what they do: Creating the first leading national brand for pool cleaning Who’s it for: Folks who have pool cleaning companies to sell (and, ultimately, folks who have pools to clean) Learn more about Splash here → splashventures.com https://lnkd.in/eewnJ_Px

    View profile for Codie A. Sanchez
    Codie A. Sanchez Codie A. Sanchez is an Influencer

    Investing millions in Main St businesses & teaching you how to own the rest | HoldCo, VC fund, Founder | NYT best-selling author

    I found a company that’s disrupting a $10B/year industry. • The market: Pool cleaning • The target: Fragmented small biz’s • The plan: Scale them. Big. Here’s the breakdown: There are 11 million pools in the US. 30% of the owners of those pools use a cleaning service. But the weirdest part? There’s no clear national brand for swimming pool cleaning. And boy is it ripe for the picking... Think about it: 1. The customers are sticky. If a cleaning company does a good job, why change? The frictionless option is to get on a plan with a company, then forget about it. 2. The customers are recurring. Not because they WANT to, but because they need to. Pools need cleaned. For as long as you own a pool (aka, decades), this won’t change. So, why have no national brands taken off? Because the industry is hyper-fragmented & operationally intensive. It requires someone with deep operating experience, access to capital, & the ability to leverage with tech... Like Jeremy Yamaguchi & Splash – the first national brand in pool cleaning. Splash's plan is to roll up pool cleaning SMBs across the Sun Belt. Here’s what they're looking for: • Established co w/ great local reputation • $300k+ in cashflow • Owner operated – and preferably from a retiring owner Now let me tell you why that last bullet is so fascinating… Maybe you’ve heard of the Silver Tsunami. The logic goes: • 10,000 boomers retire per day • Boomers own the majority of SMBs • So, someone needs to buy retirees' biz's But there's one tiny detail... Many boomer businesses aren’t widely considered “sellable.” Part of the appeal of acquisitions is you can swoop in as the new owner, hire an operator, use all the existing systems, and stay out of the day-to-day. But most boomer biz’s look more like this: - Paper invoices - Inconsistent pricing - No website, no marketing - SOPs are: however the owner does it - Vendor relationships w nothing on paper - The CRM only exists in the owner’s head It’s hard to come into a business like that and turn it into something that can run well without the original owner... But Splash is intentionally seeking this type of biz in the pool cleaning industry. Why? The answer’s simple: Scale. Step 1 of Splash’s plan is to buy loads of these pool cleaning businesses. Step 2? Build the software to support 'em. They'll add specialized tech, create the best systems, make it easy on operators.. So any owner-operated biz suddenly becomes streamlined & simple w/ Splash. And this ain't the founder's first rodeo... Jeremy has already founded, scaled, & exited 2 home services companies. Excited for him go even further w/ pools.. Learn more about Splash here → splashventures.com Check out our VC fund here → Contrarian Thinking Capital

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  • For biz owners looking to build wealth... 👀 Our latest investment: • The company: Carry • The founder: Ankur Nagpal • TL;DR of what they do: All-in-one platform for tax-advantaged accounts, investments and strategy • Who it’s for: Business owners and high-earning professionals Just because someone’s great at making money or owning a business, doesn’t always mean they’re great at taxes. Which is where Carry comes in. Creators, freelancers, startup founders, employees with side hustles — everyone benefits from Carry. Business owners get access to Solo 401k, cash balance plans, and Mega backdoor Roth. High-income professionals offset taxes with alternative investments, backdoor Roth IRA, and estate planning trusts. And anyone can get a custom financial plan, retirement accounts, and a no-fee roboadvisor. Learn more here → carry.com DM us if you’re also building in SMB world → Contrarian Thinking Capital

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