Markets
Eight markets, and what is actually wrong with each of them.
We build in fragmented markets where the operators are small, the software is old, and the intermediary is taking more than it returns. These documents set out the structure of each market, with sources — and what we are doing about it.
AI & Enterprise
Enterprise buyers are spending at record levels on AI, but most of that spend still flows through delivery models priced for a pre-AI world — day rates, multi-quarter discovery, and staffing pyramids. The opportunity is not to sell AI.
$589BGlobal AI services market — consulting, integration, managed services
Home & Field Services
US home services is a market measured in the hundreds of billions, delivered by roughly two and a half million mostly single-owner businesses. Almost none of them run software that connects the call to the invoice.
~$870BUS home services market — the widest common estimate
Automotive
A driver cannot price a repair they do not understand, so the transaction begins in suspicion. Lead marketplaces monetise that gap rather than closing it, charging shops for introductions to customers who were already looking for them.
$92.1BUS auto mechanics industry revenue
Pharmacy & Healthcare
Compounding and fulfillment pharmacies carry obligations under 21 CFR Part 11 and USP <795>/<800> that assume a system of record. In practice much of the sector runs on spreadsheets stitched to a dispensing system.
$5.03BUS 503A compounding pharmacy market
Food & Hospitality
Third-party delivery platforms take a quarter to a third of a ticket and own the customer relationship that results. Four in five independent restaurants use them anyway, because the alternative is invisibility.
25–35%Blended real cost of third-party delivery once all fees stack
Health & Wellness
Consumers will not pay for generic advice, and they should not have to pay for it with their data either. The commercial opportunity sits with the businesses on the other side — gyms, trainers, equipment brands, providers — who will pay for genuinely qualified intent, provided the consumer product earned that intent honestly..
$47.0BUS gym, health and fitness clubs industry revenue
SeekHarmony.aiIndustrial & Home Utility
Electrical distribution is a large, unfashionable market being reshaped by a single demand shock. Data-centre build-out is projected to grow more than 40% in 2026 alone and could account for as much as 40% of US electrical distribution by the end of the decade.
$180.1BProjected US electrical distribution market
Regulated Commerce
US cannabis is a $33.8 billion retail market operating under rules that change at every state line, where getting compliance wrong ends the business rather than costing a fine. Discovery is dominated by pay-to-play listings with stale menus.
$33.8BUS legal cannabis retail sales, forecast $60B by 2030
Market figures are third-party estimates, attributed and dated on each document. They describe the markets we operate in — they are not Surana Holdings revenue, and nothing here is a forecast of our performance. Where credible sources disagree materially, the document says so rather than choosing the flattering number.