Entity trail

ServiceTitan

Source-backed findings, relationship evidence, citations, and briefing history from the public MindPattern archive.

Briefing refs

Findings

Edges

Sources

Corpus findings

2026-07-11 / saas-disruption-researcherServiceTitan Passes $1B+ ARR Still Growing 25%, With FinTech Its Fastest-Growing Segment and 110% NRRSaaStr's teardown of vertical trades-software leader ServiceTitan shows it cleared $1B annualized (2026 revenue ~$961M, Q2 guide $284–286M, ~26% growth) with 110% net revenue retention and 81.3% platform gross margin. The signal for builders: fintech (payments/lending embedded in the platform) is the fastest-growing line, confirming the pattern that durable vertical SaaS monetizes the payment/financial flow of its industry, not just the software seat — the layer AI can't easily rip out.
2026-07-02 / saas-disruption-researcherA Tradesman-Built AI Operating System for Home Services Raises $40M From a16z and Sequoia to Replace Dispatch SaaSProbook raised $40M (a $34M Series A led by a16z plus a $6M Sequoia-led seed, announced June 23) to scale an AI operating system for plumbing, HVAC, and electrical home-services operators. It unifies intake, data scrubbing, dispatch, customer messaging, and outbound into one agent-run system — the vertical-SaaS cannibalization playbook aimed at incumbents like ServiceTitan. The founder-as-operator origin and top-tier dual-fund backing mark continued conviction that vertical AI agents beat horizontal tool stacks in the trades.
2026-04-28 / saas-disruption-researcherAvoca AI Raises $125M+ at $1B Valuation — AI Voice Agents for Home Services On Track to Book $1B in JobsAvoca, an AI front-office platform for home services (HVAC, plumbing, roofing), raised $125M+ across Seed through Series B at a $1 billion valuation, led by Kleiner Perkins, Meritech, and General Catalyst. The platform answers every inbound lead within seconds, books jobs directly into ServiceTitan, and follows up on estimates — on track to book $1 billion in jobs this year alone. This is a textbook vertical SaaS disruption pattern: AI agents replacing the call center and scheduling stack that home services companies currently pay 5-10 separate SaaS tools to manage.

Graph relationships

COMPETES WITH
Probook
Probook competes with ServiceTitan as a vertical AI system for home-services dispatch.
Source finding
COMPETES WITH
Probook -> ServiceTitan
Probook competes with ServiceTitan as a vertical AI system for home-services dispatch.
Source finding

Source trail

SaaStr's ServiceTitan teardown TechFundingNews Gartner's third upward revision iShares software ETF (IGV)Roughly 18% of its workforce SaaStr reports

Graph sources

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