What AI-Enabled Roll-Ups Actually Are
The new investment model reshaping professional services. How the economics work, what AI actually automates today, and why returns differ from traditional roll-ups.
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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The Founder's Guide to AI-Enabled Roll-Ups
General Catalyst and Thrive Capital have deployed billions to buy accounting firms, MSPs, and call centres, then transform them with AI. This playbook explains the model, the players, and what it means for founders who might sell, invest, or build.
Private Markets Are Eating the Balanced Portfolio
Private markets stopped being "alternative." BCG: wealthy investors already at 15-20% allocation. EQT paid $3.2bn for Coller. Private credit is being mis-sold as low-risk income. If your governance hasn't caught up to your allocation, that's a problem.
Life OS
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Decision Architecture: Building Your Personal Investment Committee
Post-exit founders face unlimited options and no decision framework. Here's how to build a system that makes capital allocation decisions easier and better.
Jurisdictions Are Competing Like Products
UK's FIG regime is a 4-year runway, not a permanent home. Italy's flat tax hit €300k but still makes sense above €1M income. M&A confidence at six-year highs. Secondaries are mainstream now. Three shifts every founder should understand.
Life OS
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Win the Game to Leave the Game
Games exist whether you acknowledge them or not. The question isn't whether to play—it's whether you're playing to win or playing because you forgot you could stop.
The Liquidity Landscape Just Shifted
Three structural shifts are reshaping founder liquidity in 2026. UK's CARF framework makes crypto compliance automatic. Mega-cap IPOs may crowd out everyone else. And 46% of PE managers now use GP-led secondaries for distributions—double last year.
Life OS
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Founder's Identity Crisis
Selling your company doesn't just change your bank balance—it removes the identity you built over a decade. Here's how to navigate the void that follows.
The One-Page Framework
The entire playbook, condensed. Core principles, key questions, warning signs. Bookmark this. Come back when you need it.
The Minimum Viable Setup
You don't need a family office. You don't need twelve advisors. You don't need complexity. Here's what you actually need — and permission to stop there.
Auditing Your Existing Setup
Here's how to evaluate what you have — and know when it needs to change.
Pre-Exit Wealth Planning
The 12-18 months before exit is a window. Certain moves are possible with equity that become impossible — or extremely expensive — once that equity converts to cash.