2025 was a year of deliberate recalibration for Tomco Capital.
Rather than pursuing growth for its own sake, we focused on strengthening the foundations of the firm: clarifying where we deploy energy, which assets deserve renewed investment, and how Tomco Capital should evolve as a long-term operator and builder of technology businesses.
At its core, Tomco Capital exists to launch, invest in, and operate successful SaaS and technology ventures. That mandate remains unchanged. What did change in 2025 was our level of precision – in deciding what to scale, what to pause, and what to redesign.
The year delivered several important signals.
ERPlingo crossed a critical validation threshold, demonstrating sustained daily usage and global relevance within the SAP ecosystem. Medicus, after a period of strategic pause, revealed renewed opportunity through inbound corporate interest — prompting a decision to reposition and relaunch the business in 2026 as an enterprise-grade BLS compliance platform for companies. Other assets, including Viral Followers and Daily Gratitude, remain in the portfolio as dormant options – intact, operational, and awaiting the right operating system and leadership to unlock their next phase.
Alongside the portfolio, Tomco Capital continued to support a small number of founders through advisory and coaching engagements. While advisory is not the core business of the firm, it remains an important cornerstone – both intellectually and strategically – and a meaningful way to compound experience across ventures.
2025 was not about acceleration.
It was about alignment.
Tomco Capital exits the year with a clearer mandate, a more coherent portfolio, and renewed conviction around where to invest time, capital, and attention in 2026.
Portfolio Overview & Business Unit Performance
2025 was a year where the portfolio didn’t expand outward, but it revealed its true shape. Each asset under Tomco Capital clarified its role – some through traction, others through renewed strategic relevance, and a few through patience.
ERPlingo – From Validation to Platform Thinking
ERPlingo delivered the clearest signal of the year.
What began as a focused solution for SAP professionals matured into a widely used platform with real operational gravity. Over the course of 2025, ERPlingo consistently exceeded 5,000 daily active users, and on November 24th reached a peak of 531,000 unique users in a single day following the Black Friday announcement.
These numbers matter not because they are impressive in isolation, but because they reflect real, repeat usage inside professional workflows. SAP practitioners around the world are using ERPlingo to solve problems quickly and efficiently – which is ultimately the only metric that counts.
With validation firmly established, the focus now shifts. In 2026, ERPlingo moves decisively from usage growth to monetization, feature expansion, and deeper user value. The opportunity is no longer theoretical. It is operational.
Medicus – Strategic Pause, Then Purposeful Rebuild
Medicus spent much of 2025 in what we intentionally described as strategic purgatory.
The business remained operational, stable, and self-sufficient – exactly as it was designed to be – but broader shifts in the EdTech landscape, particularly the impact of AI, challenged its original model. At the same time, founder conviction waned, prompting restraint rather than forced expansion.
Late in the year, however, renewed inbound interest from corporate and institutional buyers reframed the opportunity.
As a result, Tomco Capital made a deliberate decision: Medicus will be repositioned and revitalized in 2026 as a BLS compliance platform for companies, shifting away from selling individual courses toward an enterprise-grade, audit-ready compliance solution for SMBs.
This pivot aligns Medicus with where real demand now exists – recurring, defensible, and operationally embedded compliance – and reflects a broader Tomco principle: adapt structure to reality, not nostalgia.
Viral Followers – Dormant, Not Abandoned
Although dormant, Viral Followers remains part of the Tomco Capital portfolio.
While not actively scaled in 2025, the asset continues to exist as a latent option. It is operational, intact, and available to be reactivated should the right operating system, distribution strategy, or operator emerge.
Experience has shown that timing and structure often matter more than ideas. Viral Followers will wait for both.
Daily Gratitude – Optionality with Intent
Daily Gratitude occupies a similar position.
It remains dormant by design – preserved as a clean, lightweight asset that can be redeployed when conditions align. The product speaks to a category with long-term relevance, but like other assets in this tier, it will only be reactivated under a structure that supports sustainable growth rather than distraction.
Dormancy, when intentional, is not failure.
It is discipline.
Advisory & Coaching – Depth, Leverage, and Precision
In parallel with operating our own portfolio companies, Tomco Capital continues to engage in advisory work with founders and leadership teams – not as a scaled service business, but as a high-leverage extension of our operating expertise.
This work takes two distinct forms.
The first is long-term founder coaching, deliberately capped at four clients at any given time. These engagements are personal, intensive, and outcome-driven. In 2025, one such engagement concluded with a successful exit, ahead of schedule and on strong terms. As a result, two coaching slots open heading into 2026.
The second – and increasingly important – form is focused advisory sprints.
Rather than open-ended consulting, Tomco Capital has been refining a set of time-bound, outcome-oriented advisory formats designed to address specific leverage points inside SaaS and technology businesses. These typically run for approximately three months and concentrate on a single transformation area, such as go-to-market strategy, revenue and monetization, operating model design, or exit readiness.
These sprints reflect a core Tomco belief:
most companies don’t need more advice – they need short, intense periods of clarity and execution.
Advisory work at Tomco Capital is not designed to maximize billable hours or headcount. It exists to compound insight across the portfolio, sharpen operating judgment, and create asymmetric impact where experience matters most.
Entering 2026, advisory remains selective by design – fewer engagements, clearer mandates, and defined outcomes – aligned with Tomco Capital’s broader focus on building durable, scalable, and ultimately exitable technology businesses.
For founders interested in coaching or advisory engagement, details and the application process can be found here:
https://tomcocapital.com/coaching/
Strategic Lessons & Operating Principles
If 2025 reinforced anything, it was that operating a holding company post-exit requires a different kind of discipline than building a single business.
The instinct to move fast, add initiatives, or manufacture momentum never fully disappears. What changed this year was the willingness to resist that instinct and let structure, data, and conviction lead instead.
One clear lesson was the value of intentional focus. ERPlingo succeeded not because of constant expansion, but because we committed to solving a narrowly defined problem extremely well. Medicus, by contrast, taught us the opposite lesson: when conviction fades or market conditions shift, restraint is often the most strategic move – until clarity returns.
Another principle that sharpened in 2025 was optionality over obligation. Keeping assets like Viral Followers and Daily Gratitude dormant is not indecision; it is a deliberate choice to preserve upside without consuming attention. Not every asset needs to be active to be valuable.
A third lesson, and perhaps the most powerful, was the power of time-boxed intervention. Both in advisory work and internal portfolio decisions, short, focused periods of intense attention consistently produced better outcomes than open-ended effort. This reinforced Tomco Capital’s bias toward defined operating cycles, clear objectives, and measurable outcomes.
Finally, 2025 clarified the importance of founder alignment. Businesses move fastest – and cleanest – when structure, energy, and intent point in the same direction. When they don’t, even well-designed companies stall. Recognizing that mismatch early is a skill that improves with experience and one we now prioritize across the portfolio.
These principles are not theoretical. They emerged through real decisions, real pauses, and real recalibration. They now form the backbone of how Tomco Capital allocates attention, capital, and advisory effort going forward.
Looking Ahead – 2026 Priorities & Closing Reflections
As Tomco Capital moves into 2026, the direction is clear.
The firm will continue to focus on building, investing in, and operating technology businesses where structure, clarity, and leverage matter more than raw scale. ERPlingo enters the year with proven usage and a renewed focus on monetization and feature depth. Medicus begins a purposeful rebuild, repositioned as an enterprise-grade compliance platform aligned with real corporate demand. Other portfolio assets remain intact, preserved with discipline and optionality.
Alongside the portfolio, advisory and coaching work will continue in a selective and constrained manner, through long-term founder engagements and clearly defined advisory sprints, always in service of the broader mandate to help founders exit successfully.
Underlying all of this is a refined operating philosophy that emerged clearly in 2025:
short, focused periods of intense attention consistently outperform open-ended effort.
This principle now shapes how Tomco Capital allocates time and energy. Deep, concentrated work followed by deliberate space to observe, measure, and let systems operate undisturbed. That rhythm – intense engagement paired with intentional restraint – was difficult to sustain during the hustle years of company building. Post-exit, it has become both possible and powerful luxury.
2025 proved that this mode of operating is not only personally sustainable, but strategically effective. It produces better decisions, cleaner execution, and businesses that are built with intent rather than urgency.
Tomco Capital enters 2026 smaller in surface area, but stronger in structure. Fewer priorities. Clearer standards. More conviction behind each decision.
This annual letter reflects a firm that is no longer experimenting with what it wants to be – but steadily becoming it.
Here’s to an amazing 2026!
Thomas Michael
