AI Roll-Up Deals Accelerate as Top VC Firms Edge Towards Private Equity
Fresh details on roll-up plays by General Catalyst, Slow Ventures & 8VC
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The AI roll-up has officially gone mainstream.
Large VC firms like General Catalyst, Thrive Capital, and 8VC are increasingly running the private equity playbook of buying legacy businesses and trying to improve their performance. The special sauce is AI, these investors believe, and half-a-dozen top-tier firms have now backed efforts to combine established companies in the same market and supercharge them with artificial intelligence.
We’ve got fresh details on General Catalyst’s AI roll-up strategy, as well as some previously unreported deals by Slow Ventures and 8VC. Healthcare is one of the richest targets for the approach, with accounting, insurance, and customer service close behind, though manufacturing companies are increasingly in the mix too.