AI Roll-ups: Private Equity with a Prompt?

​AI rollups is a strategy that makes intuitive sense: find fragmented, low-tech industries with sticky revenue and high human cost, consolidate, automate, and compound. But intuition isn’t execution. The reality? The margin uplift doesn’t always show up. The AI doesn’t always integrate cleanly. The acquired teams don’t always survive contact with startup culture. And the exit strategy — well, let’s just say we’re in Year 1 of figuring out what institutional buyers think of AI-driven franken-stacks.

​To unpack all this, we’re teaming up with our friends at General Catalyst, who have been pioneering this thesis for the last two years for a podcast featuring three founders building these plays in the wild:

​– Dan Lifshits, Dwelly (UK, real estate agency roll-up) — the team has been at the forefront of AI roll-up play & execution in Europe, starting with UK real estate agencies

​– David Alonso Martinez, Zinco (Spain, accounting firm roll-up) — dynamic team taking on the fragmented professional services market in Spain, EU’s 4th largest economy

​– Leo Shangin, Pioneers (US, outstaffing roll-up) — taking the AI roll-up playbook to the antiquated world of outstaffing agencies

​If you’re watching this space, building in it, or just wondering why all your VC friends suddenly sound like junior PE associates, this one’s for you.

​Register here to join our Webinar online on July 18.