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.
Taras
Entrepreneur, Operator, Investor. 20+ years building businesses across the UK, Europe, China, and emerging markets. Now a Partner at a wealth management firm. Playing RPG Life, sharing what I learn.
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Investment Thesis: Evaluating AI Roll-Ups as a Capital Allocator
You've built wealth. Now you're being pitched to deploy it into the same AI roll-up platforms that acquired your peers' firms. Before you write the check, understand what you're actually buying—and what would need to go right for returns to justify the risk.
Deal Structures—What Founders Get and Give Up
The economics of selling to an AI roll-up. Understanding valuation premiums, equity rollovers, earnouts, 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.
Capital Behind AI Roll-Ups
Who's betting billions on AI roll-ups and how their strategies differ. Detailed profiles of the key players and their portfolio companies.
What AI-Enabled Roll-Ups Actually Are
The new investment model is reshaping professional services. How the economics work, what AI actually automates today, and why returns differ from traditional roll-ups.
Founder's Guide to AI-Enabled Roll-Ups
Specialist investors have deployed billions to buy service businesses, 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. Most founders who've won the wealth game keep playing — not because they want to, but because nobody told them they could stop.