For builders · product investors

Where's the gap that scales?

Pick the position you want to close, the segment you want to serve, and the scale you're willing to chase. We surface the operator count, the addressable margin loss at that gap, where the current vendor layer is missing, and where Castle Peak sees the unbuilt category.

Two minutes Three picks A market map

Starts with the position

Companion to Part Seven of the series · Who feeds the operator?

1 of 3 · Position to close · pick one or more

Which position would your product close?Where the operator is leaking and you'd build the patch

Multiple selections allowed. The market map adjusts to span the positions you'd serve.

Add more above before continuing if your product spans multiple positions.

2 of 3 · Target segment · pick one or more

Which operator segment would you serve?The slice of the 412,000 US operating restaurants you'd build for

Multiple selections allowed. The market sizing aggregates across the segments you pick.

Add more above before continuing if your product serves multiple segments.

3 of 3 · Scale ambition

What's the scale you want to reach?The size your product needs to support at maturity

Pick the scales your roadmap supports. Multiple selections allowed.

Add more above if your roadmap supports multiple scales.

Your gap map

The gap your product closes.

Your selections, the operator count at that segment intersection, and where the missing layer sits.

Target operator count

Across the segments you'd serve

Annual leak per operator

Position component at average revenue

Addressable margin loss

Operators × annual leak

Position landscape · your target segment(s).

Fifty-two operators on the public record. Your target segment(s) highlighted; the rest dim.

Vendor coverage at your position.

Methodology

Operator counts draw from NRA 2025 State of the Industry (single-unit independents at 412,498), USDA Economic Research Service, and segment-level industry analyses. Per-operator leak components draw from the cost line methodology, Cava 24% benchmark for Operating Model, Dining Alliance/Buyers Edge GPO ranges for Supply Chain, Restaurant Business Online aggregator commission ranges for Customer Channel. Vendor coverage matrix tracks the named category leaders in each position and the price point they serve.