Contrarian Thinking Capital

About

Contrarian Thinking Capital

In the future, all small businesses will be tech-enabled. We invest in the startups that will drive the evolution of small businesses and investing.

We’re investing at the intersection of 4 trends:

  1. Small business acquisitions boom
  2. Normalization of alternative investments
  3. 30 million small businesses to capitalize on
  4. Service increasingly happening online

We invest in the startups that turn companies using fax machines into companies that automatically text you when your service is done.

Venture fund specifics

$50k

minimum investment

$500k

Maximum investment

  • Limit of accredited investors
  • Limited target fund size
  • Only call 50% of your capital up front
  • New investors only accepted for a limited time
Main Street over Wall Street

The way small business works is about to do a 180

We’ve invested in hundreds of small businesses and noticed a trend: not only will the next generation own the laundromats, cleaning companies and car washes of the world, but we will also make them run faster and cheaper with better operations. Bye-bye invoices on sticky notes and hello cash-flowing autopay.

While everyone is focused on Web3, the metaverse, and all that Silicon Valley hoo hah, we’re obsessed with growing boring businesses that can scale to billions, especially when the market pulls back. No FOMO, all focus. How are we going to do it?

Own the entire small business ecosystem

Invest in the tech that powers it

Strive for VC-like returns in boring businesses

Seize the opportunity

Baby Boomers own the lion’s share of boring businesses—and they’re retiring.

10K

retiring daily

19%

own small businesses

99%

of their kids want to be Youtube stars, not own a lawn care company

Our portfolio

Basket logo
Beehiiv logo
Blindspot logo
Figure logo
Numeral logo
Nuvo Cargo logo
Percent logo
PostPilot logo
ShopGenie logo
SkyFi logo

Types of companies we invest in

Jobber logo

Automates processes for service companies.
$400M valuation.

Pipe logo

Turns future invoices into capital.
$2B valuation.

Deel logo

Pays international contracts compliantly.
$5.5B valuation.

Meet our founder:
Codie Sanchez

Codie is the founder and CEO of Contrarian Thinking, with over 1.5+ million subscribers. She is the co-founder of Unconventional Acquisitions, focused on small business acquisitions in the micro-PE space with an emphasis on roll-ups. She runs a holding company of SMB’s below $10M EBITDA focused upon what she calls “boring businesses,” or service-based businesses. She is a former partner at private equity firm EEC, and built First Trust’s $1 billion+ AUM Latin America business. She held leadership positions at Goldman Sachs, State Street, and Vanguard. She started as a journalist where she won the JFK award and Howard Buffett Foundation. She was listed as a 25 Most Innovative Leader in Cannabis, and a Top Female Investor by Forbes. She has an M.B.A. from Georgetown University, a master’s from ESADE and Fundação Getúlio Vargas, and a B.A. from Arizona State University. She sits on the board of Permian Investment Fund, and Magma Partners Chilean Venture Fund.

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