Daisy

Daisy is the first national brand in residential technology integration. Since our investment in Daisy, Bullish has been supporting the company to help redefine how Smart Homes are positioned, marketed, and serviced in an increasingly complex category.

We aided Daisy’s transformation from a premium installation business into an end-to-end Smart Home services brand, unlocking recurring revenue and driving significant growth through strategic positioning, brand identity, and a first-of-its-kind consumer campaign.

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Through more than 40 hours of field research, including ride-alongs and interviews, we uncovered the insight that Smart Homes degrade over time, and homeowners want the magic without the management.

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We developed a visual identity system and a reimagined color palette, creating a more premium, resonant expression that technicians feel proud to wear and homeowners love to welcome into their homes.

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“When I showed off the new strategy and branding, the deal was done.”

Hagan Kappler, Daisy

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Our “Don’t sweat the tech” campaign is a first-of-its-kind, DTC test in an industry driven by trade partnerships and long sales cycles. It helped reframe value around service rather than installation.

The campaign launched in Northern California, where advertising is a sea of sameness. Out-of-home messaging was tailored to precise media placement locations – from private jet terminals, to luxury retail like the Stanford Shopping Centre, to bus shelters near Open AI’s headquarters, to urban panels near private schools, and roadside billboards along San Francisco’s most major trafficways.

Digital executions were optimized for algorithms and retargeting – from YouTube, to programmatic display, to Architectural Digest, to Pinterest, and Meta.

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Since Bullish’s partnership began, Daisy has achieved 329% growth, transitioning from a transactional installation model to a premium, recurring-revenue service business. The transformation positions the company to evolve from a 2x to a 15x EBITDA opportunity and establishes a scalable foundation for long-term category leadership.

Daisy’s brand now reflects its ambition to become the technology steward for the future-forward home — turning complexity into confidence and laying the groundwork for sustained growth.

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