01Bucket
Dev work
Issue trackers became the agent control plane for autonomous coding. Tickets are state machines; assignees, dependencies, and audit trails are the substrate.
Current value
$550.00
+0.00%
Portfolio · paper-traded
The book.
Thirty positions across ten Systems-of-Record categories. Allocation tilts 40 / 35 / 25 across Leader / Challenger / Dark Horse within each bucket. Total cost basis seeded near $5,000 at May 2026 close.
Current value
$5,020.00
as of 2026-05-01
Cost basis
$5,020.00
seeded May 2026
P&L
$0.00
+0.00%
Holdings
30
10 buckets
Allocation by bucket
Cost basis · $5,020.00 total
- Dev work$550.00
- Source control$535.00
- CRM$550.00
- ITSM & workflow$525.00
- ERP$500.00
- HRIS & payroll$475.00
- SMB finance$465.00
- Identity & permissions$480.00
- Data SoR$470.00
- Regulated & federal$470.00
02Bucket
Source control
Code is the most durable record of system change; PRs are the canonical state machine. Whoever owns the source repo sits on every agent's commit history.
Current value
$535.00
+0.00%
03Bucket
CRM
The original system of record. Accounts, opportunities, lifecycle stages — every agent revenue motion routes through one of these graphs.
Current value
$550.00
+0.00%
04Bucket
ITSM & workflow
Incidents, change requests, approval chains. The fattest agent-readiness narrative in enterprise software.
Current value
$525.00
+0.00%
05Bucket
ERP
Cash, inventory, fixed assets, the GL. The hardest, most regulated records in the enterprise — and the most defensible.
Current value
$500.00
+0.00%
06Bucket
HRIS & payroll
People records, ownership, approvals, history. Compliance moat plus the most-touched record in any company.
Current value
$475.00
+0.00%
07Bucket
SMB finance
AP, AR, books — durable, compliant, queryable. Every SMB agent will be writing through one of these spines.
Current value
$465.00
+0.00%
08Bucket
Identity & permissions
Permission state IS the agent control plane. Without it, no agent can take a real action.
Current value
$480.00
+0.00%
09Bucket
Data SoR
Queryable history at scale. The substrate's substrate — every other SoR eventually replicates here.
Current value
$470.00
+0.00%
10Bucket
Regulated & federal
Compliance + records + auditability. Where agent trust gets earned and the moat is regulatory by construction.
Current value
$470.00
+0.00%