Betting on
humans in
an AI world.
A long-term investment fund acquiring AI-resistant service businesses where physical presence, empathy, and manual skill are the absolute moat. We use AI not to replace humans, but to relentlessly optimize the operations behind them.
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01 / The Thesis
The AI commoditization trap.
While venture capital pours into AI startups facing severe margin compression, essential physical service businesses across Central Europe are trading at historic discounts due to demographic shifts.
The Vulnerable
Software, law, analysis, content. Pure digital workflows facing immense deflationary pressure from LLMs.
The Irreplaceable
Healthcare, skilled trades, complex physical services. Sectors protected by the necessity of human hands and trust.
The trade worth its weight in gold.
Essential service businesses carry a natural floor: people need plumbers, dentists, and electricians regardless of the economic cycle. The downside is structurally bounded by inelastic demand. The upside? Let skilled professionals do what they do best: billable, high-trust work. AI handles scheduling, billing, and admin overhead. More hours on the tools, fewer behind a desk. That margin expansion is ours to capture.
The Mission
We don't just acquire businesses. We help preserve the essential infrastructure Europe can't afford to lose.
02 / The Edge
Engineers embedded in every deal.
We are not traditional PE sponsors hiring external IT consultants. We deploy our own engineers directly into portfolio companies, spending weeks understanding their exact workflows, bottlenecks, and needs before writing a single line of code. The result is technology that fits like a glove, not a generic SaaS layer bolted on top.
Proprietary Deal Sourcing
Our matching engine continuously scans and pre-screens acquisition candidates across Central Europe, surfacing businesses with strong fundamentals and succession-driven motivation before they hit the open market.
Forward-Deployed Engineers
Our engineers sit on-site with operators, observing, listening, and mapping every process to build solutions precisely tailored to each business.
In-House AI & Tooling
No outsourced dev shops. Our own engineering team builds bespoke AI tooling, from automated scheduling and billing to intelligent dispatch and pricing.
03 / The Playbook
Acquire
Buy profitable, owner-operated businesses facing succession crises at attractive multiples. Target profile: €1M–€5M EBITDA, 15+ years of operating history, and deep local integration.
Transform
Deploy forward-deployed engineers to eliminate back-office drag. A master plumber shouldn't spend 15 hours a week invoicing. We automate dispatch, billing, and CRM to increase billable utilization by 30%+.
Scale
Free the skilled professionals to do purely billable, high-trust human work. We establish a regional hub-and-spoke model.
Compound
Reinvest cash flow into tuck-in acquisitions on a unified tech stack. Actively engineer cross-portfolio synergies: shared clients, referrals, and bundled services across trades.
Exit
Package highly optimized, tech-enabled regional leaders and exit to larger institutional sponsors (traditional PE) or strategic buyers at a premium multiple.
05 / The Operators
Seasoned engineers turned private equity sponsors.
We are seasoned engineers with deep experience in ML/AI, big data, distributed systems, and cybersecurity. Our background extends into defence and compliance, where we built tools to protect critical supply chains. We don't hire external IT consultants. We build the tech stack ourselves.
Technology DNA
ML/AI, big data, distributed systems, and cybersecurity. We have built and scaled enterprise software, managed complex migrations, and developed proprietary AI tooling that directly drives margin expansion.
Defence & Compliance
Built tools to protect critical supply chains. Our overlap into defence and compliance means rigorous thinking about security, resilience, and downside protection in every acquisition.
06 / Risks
What could go wrong.
We believe in transparency. Every investment carries risk, and ours is no exception. These are the factors we think about constantly.
Operational Complexity
Managing multi-site service businesses across Central Europe introduces coordination, regulatory, and cultural challenges at every level.
Integration Risk
Applying new technology to established businesses can meet resistance, disrupt workflows, or fail to deliver expected efficiency gains.
AI Advancement
Rapid AI progress could eventually threaten certain aspects of physical service delivery that we currently consider protected.
Market Conditions
Shifts in private credit availability and interest rate environments can affect acquisition financing and portfolio company performance.
Limited Liquidity
This is a long-term investment. Capital is committed for years, with limited ability to exit positions during the initial holding period.