Leslie Sodaro

[JC Bahr-de Stefano @jbahrdestefano]

One of our port cos is raising a Series A rn.

@pitdesi and I have been interviewing their customers (+ recording for other investors so the company doesn’t take up more of their customers’ time).

Just got off one & I’m BULLISH. Real quotes below 👇

- "We love it. If it disappeared tomorrow, it would be a very sad day."

- "It’s the exception to the rule when they don’t get back to us inside of 15 minutes. Which is just mind boggling."

- "It’s a tool that I do not want to live without… it’s kind of like a horse and buggy vs. a gas powered car or an electric car… it’s a step change. Once you've been in a powered engine mode of transportation, I really don't want to go back to a horse and buggy ever again."

--> the horse and buggy company referenced here is a public company that did ~$730M of revenue in 2024