The IPO Window Opened. So Did the Trapdoor Under SaaS.
Eight companies raised $100M+ each in New York this week. Meanwhile, software stocks dropped 25%. For founders weighing exit timing, both signals matter.
Taras
Entrepreneur, Operator, Investor. 20+ years building businesses across the UK, Europe, China, and Emerging Markets. Playing RPG Life, sharing what I learn.
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Tax Frameworks for Global Founders
Tax rules vary dramatically by country, but the frameworks for thinking about tax are universal. Here's how to evaluate jurisdictions without chasing the lowest rate.
Exit Markets Are Open — But Congested
IPO window is open but crowded. Blackstone's largest pipeline ever. SpaceX eyeing $50bn IPO. Amazon in talks for $50bn OpenAI stake. When mega-GPs flood the calendar, smaller founders need parallel exit routes—not single-track plans.
Decision Framework: Is an AI Roll-Up Right for You?
A comprehensive framework for deciding whether to join an AI-enabled roll-up. Assess your readiness, evaluate specific opportunities, and make the decision with clarity—not just hope.
When to Walk Away: The Hardest Decision in the Process
The ability to walk away is the only real leverage you have. But after months of negotiation, legal fees, and emotional investment, walking away feels impossible. That's exactly when it matters most.
Due Diligence: The Questions That Actually Matter
Due diligence isn't supposed to be one-directional. The buyer investigates you. You should investigate them. Here's what to ask, who to call, and which answers should make you walk away.
Integration Playbook: What Actually Happens After You Sign
What actually happens after you sell to an AI roll-up? Timeline reality, technology deployment, team retention, and survival strategies from founders who've been through it.
The Investment Thesis: Evaluating AI Roll-Ups as a Capital Allocator
Framework for evaluating AI-enabled roll-ups as investments. Return expectations, due diligence for allocators, portfolio fit, and the questions sophisticated capital asks before committing.
Deal Structures—What Founders Get and Give Up
The economics of selling to an AI roll-up. Understanding valuation premiums, equity rollovers, earn-outs, and what your post-close life actually looks like.
Inside the Technology Stack
What's under the hood of AI roll-ups. OpenAI partnerships, proprietary AI strategies, and why technology moats matter more than marketing claims.
Industries in the Crosshairs
Which professional services sectors are being transformed by AI roll-ups—and which might be next. Detailed analysis with verified case studies and market data.
The Money Behind the Movement
Who's betting billions on AI roll-ups and how their strategies differ. Detailed profiles of the key players and their portfolio companies.