Why this just went into the Alpha Framework Portfolio
ServiceTitan looks boring at first glance.
That’s exactly why it works.
This is vertical SaaS for plumbers, HVAC, electricians, roofers — an end market most investors mentally file under slow, cyclical, unsexy. That framing is outdated.
What the business is actually doing right now:
Sustaining mid-20% revenue growth
Expanding margins at the same time
Increasing wallet share per customer
Layering AI directly into revenue-generating workflows
That combination is what causes re-ratings, not hype cycles.
What ServiceTitan actually is
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