We just shared the full deck with our buyout thesis and how we’re underwriting buyouts from a venture fund.
I think this is one of the most important ideas for scaling/deploying software over the next decade.
We just shared the full deck with our buyout thesis and how we’re underwriting buyouts from a venture fund.
I think this is one of the most important ideas for scaling/deploying software over the next decade.
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Enjoyed the deck, thanks for sharing.
Seen this happen in home care with Honor which initially started out as a tech platform for personal care providers and then eventually bought Home Instead, one of the larger personal home care franchises/operating companies.
Jury is out on how well they have modernized it but raised a TON of money.
Happy to give you more color offline if helpful!