Vertical saas rollup future

More startups are copying the Constellation software playbook: buy small, mission-critical vertical software businesses, never sell, and compound off the cash flows, now with an AI layer to improve retention and margins. No PE exit clock, just permanent capital and decentralized operating units.

Curious how people think about a corp dev seat at one of these early-stage companies? Is it a good spot to be in?


 

1 Comments
 

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