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Rollups From Hell Vol.2 - Tiny Ltd: from Berkshire Hathaway dreams to a bombed-out internet HoldCo

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Nov 1, 2025

Rollups From Hell Vol.2 - Tiny Ltd: from Berkshire Hathaway dreams to a bombed-out internet HoldCo

Andrew Wilkinson spent a decade assembling an empire of web design agencies, Shopify themes - and the odd DJ VMS. Investors are not impressed. What gives?

Alex Prokofjev
Alex Prokofjev
Rollups From Hell Vol.1 - Storskogen: the arsonist in Sweden’s Holy HoldCo Forest

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Oct 30, 2025

Rollups From Hell Vol.1 - Storskogen: the arsonist in Sweden’s Holy HoldCo Forest

How to grow revenue 20x in 5 years, almost go bust & attract Thrasio level notoriety

Alex Prokofjev
Alex Prokofjev
34x growth in 14 years & a $3B+ exit to Blackrock. Meet Preqin: the private markets data compounder

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Oct 24, 2025

34x growth in 14 years & a $3B+ exit to Blackrock. Meet Preqin: the private markets data compounder

How to sell to Private Equity without selling out to Private Equity. PLUS: a longtime BDR that made $11M

Alex Prokofjev
Alex Prokofjev
Peak Leonard or AI Hedge? 3 existential risks to Constellation Software in the Age of AI

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Oct 16, 2025

Peak Leonard or AI Hedge? 3 existential risks to Constellation Software in the Age of AI

What can we learn from a $5M revenue, 36 year old French revenue water billing VMS?

Pavel Prokofiev
Pavel Prokofiev
Hold It - Don't Drop It - Don't Stop It! Why Long Term Hold is this decade’s hottest investment trend

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Oct 9, 2025

Hold It - Don't Drop It - Don't Stop It! Why Long Term Hold is this decade’s hottest investment trend

Inside: the most elaborate carried interest formula you’ll find on the internet

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 7. Uncomplicated Group: Walk away from a corporate career to build an Injection Moulding Empire

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Oct 2, 2025

The Rollup of Tomorrow Vol 7. Uncomplicated Group: Walk away from a corporate career to build an Injection Moulding Empire

In 2 years, Steve Lawrence has acquired 5 injection moulding businesses from retiring owners - without outside equity. Want to know how he did it?

Pavel Prokofiev
Pavel Prokofiev
<3 years, a €525M exit, 10x sponsor MOIC. We X-rayed Simago, the radiology rollup that galvanised the French rollup mania

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Sep 25, 2025

<3 years, a €525M exit, 10x sponsor MOIC. We X-rayed Simago, the radiology rollup that galvanised the French rollup mania

OUI à la financiarisation du système de santé! 🩻 🇫🇷

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 6. NED Holdings: Distressed SaaS investing without a big fat fund behind you

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Sep 18, 2025

The Rollup of Tomorrow Vol 6. NED Holdings: Distressed SaaS investing without a big fat fund behind you

Stephen Whyte sold his business to PE. Now he’s buying SaaS companies out of insolvency for as low as .1x revenue - and keeping them

Pavel Prokofiev
Pavel Prokofiev
AI rollups are real - but so is the hype surrounding them! Insights from our debut “AI in Rollups” Deal Summit

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Sep 12, 2025

AI rollups are real - but so is the hype surrounding them! Insights from our debut “AI in Rollups” Deal Summit

Inside: Dwelly, Unaric, Ralph...more Hawk Infinity!

Alex Prokofjev
Alex Prokofjev
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