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Missed out on crypto, tempted by AI rollups? 2 leading VCs explain the latest craze - and why it’s here to stay

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Sep 4, 2025

Missed out on crypto, tempted by AI rollups? 2 leading VCs explain the latest craze - and why it’s here to stay

Jokes aside: a primer on which industries are ripe for AI rollups - and how to market yours to VCs

Alex Prokofjev
Alex Prokofjev
Chapters Group: how to build a billion-dollar search fund investor

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Aug 28, 2025

Chapters Group: how to build a billion-dollar search fund investor

The alchemy behind 10x share price growth is figuring out how to build a serial acquirer factory - with American money

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

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Aug 21, 2025

The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

From i-banking to running a $150M EBITDA VMS powerhouse. Joakim Karlsen talks about his career - and why the Hawk Infinity model is highly scalable

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 4. Lindbergh: The Italian HVAC rollup that wants to cool your villa!

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Aug 14, 2025

The Rollup of Tomorrow Vol. 4. Lindbergh: The Italian HVAC rollup that wants to cool your villa!

Italy is a) boiling hot for half the year and b) is home to 13,000 HVAC businesses. Finally, someone put the two together!

Alex Prokofjev
Alex Prokofjev
Inside a 30 year old ERP growing 30%, running on 30% margins - and owned by Constellation Software of course

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Aug 7, 2025

Inside a 30 year old ERP growing 30%, running on 30% margins - and owned by Constellation Software of course

In 2019, CSU paid $5M for Akuiteo: an ageing French software business. Since then, Akuiteo’s profits have grown 7-fold. How did this happen?

Pavel Prokofiev
Pavel Prokofiev
The Rollup of Tomorrow Vol. 3: Iberian Ventures - building the “Shore Capital of Spain”

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Jul 31, 2025

The Rollup of Tomorrow Vol. 3: Iberian Ventures - building the “Shore Capital of Spain”

3 ex-consultants set out to consolidate fragmented business services verticals. 24 acquisitions later, what have they learnt?

Alex Prokofjev
Alex Prokofjev
Rollups that SUCK! How have Europe's listed Underground Infra Maintenance acquirers performed?

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Jul 24, 2025

Rollups that SUCK! How have Europe's listed Underground Infra Maintenance acquirers performed?

Pipe maintenance is a lucrative business - but you couldn't tell from the share prices of UIM roll-ups Norva24 and Wall to Wall. Here’s why. BONUS: “AI in Rollups” Summit, September 10th!

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 2. Rebel Capital: a peek inside an "AI first" SaaS HoldCo

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Jul 18, 2025

The Rollup of Tomorrow Vol 2. Rebel Capital: a peek inside an "AI first" SaaS HoldCo

Two first-time acquirers buy, then turbocharge a 17-year old SaaS business. Here's how they did it - and what comes next.

Alex Prokofjev
Alex Prokofjev
Buying $100M+ revenue software businesses for 1x? This can be done - if you’re Constellation Software

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Jul 17, 2025

Buying $100M+ revenue software businesses for 1x? This can be done - if you’re Constellation Software

Forced sellers are the best sellers

Alex Prokofjev
Alex Prokofjev
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