The spinout now outweighs Toast itself.
Charging per business from the start, it runs 300,000 small businesses by 2029: bakeries, barbers, food trucks. In 2030 it passes Toast's value.
The Founders: We sent 38% of our restaurants' card volume through Toast last year! Every swipe earned!
The Founders: The rest went to Square and Stripe. They were cheaper. We told Toast's board to its face.
OMNI: It beat me to a bakery in Ohio. A bakery.
Outcome: Won the relationship
Inside Toast, an honest agent would have cost card fees. Standing alone, it owed Toast nothing, so owners trusted it with everything.
One path that gets here
D · Then buy the agent she texts. Keep it neutralC · Spin it out, far from our card fees