As of today, Toast is worth ~1/2 as much as Square's parent company, likely somewhere around what the entire Square Seller/B2B ecosystem valuation is. 5-10 years ago this would have been a completely insane thought to have and proves how far vertical SaaS has come. Feel so lucky to have bumped into Aman Narang Steve Fredette Jonathan Grimm Chris Comparato Steve Papa Kent Bennett David Yuan and so many others that helped us succeed over the years. To the next generation of companies powering main street + vertical industries, you're on the right track and can build huge generational companies that make a big difference to the customers and industries you support. Excited to see what the next wave looks like especially with (buzzwords incoming) AI being another major accelerant beyond fintech for vertical tech companies.
Incredible what the Toast team has built! And just getting going!
The vertical approach really changes everything. In IT services, we've seen how deep industry expertise lets us build solutions that generic providers simply can't match. And now with AI in the mix, that vertical knowledge becomes even more powerful - it's not just about the tech anymore, it's about knowing exactly where and how to apply it.
Awesome ! I’d love to do a toast in the automotive sector - there are thousands of car shops / garages in my area all using nothing / ancient software
Restaurant tech leader's meteoric rise. Empowering vertical transformation excites me.
Congrats to the team. Really pleased to have been able to help along the way.
Currently building one in hospitality vertical. You guys really inspired us!
Exactly the inspiration I needed as we build a SaaS solution for fashion repair. Thank you!
Angel Gonzalez Sanchez - this
Let’s go!!
Co-Founder at Zii | Optimising the Merchant Experience | Cloud POS |
1moIncredible what happens when you focus on R&D and not purely on acquisitions.