AI Roll-up Nexus

A public resource for companies building and scaling through AI-powered Roll-up strategies

Deep dive into the strategies, frameworks, and insights behind AI-powered roll-up businesses.

01

A framework for industry selection

A comprehensive framework for evaluating and selecting industries suitable for AI-powered roll-up strategies

Strategic Choices
02

Cracking the Venture Debt code

Guide to planning Venture Debt financing for AI-powered Roll-ups

Raising Debt
03

Are AI Roll-ups VC-scale?

Evaluating whether AI Roll-ups could be a 10x opportunity for VC

Financial Modelling
04

The Pivot Path - from SaaS to Services

Some thought starters for SaaS companies pivoting to the AI Roll-up model

Field Lessons
05

Build AI+Services Organically or through Roll-ups?

A practical framework to determine the right path for building an AI-native Services company

Strategic Choices
06

Distribution & Durable advantages for AI-enabled services

An emerging playbook for AI-native services companies

Field Lessons
07

Practical Playbooks from the Field

Hard won lessons from the trenches

Field Lessons
08

My AI Roll-up Bingo Card for 2026

10 Predictions for where this space is headed next year

General
09

The Definitive Guide to Raising Debt

A founder-friendly guide to raising debt for AI roll-ups — key concepts, lender psychology, instruments, and the trade-offs that actually matter. Co-authored with TechCredit Partners.

Raising Debt
10

The Ultimate AI Roll-up Financial Model

A practical budgeting and financial planning tool for AI Roll-up founders — customize acquisitions, team scaling, debt capacity, and sensitivity analyses. Co-built with Alex at Tenet Capital.

Financial Modelling
11

AI Roll-ups Through an LTV/CAC Lens

Applying SaaS's favourite unit economics metric to study AI Roll-up economics

Financial Modelling