AI Rollups Market Map
GenAI 🤝 PE Rollups, made by Shawn Dimantha
Industries & Companies
🏢 Professional Services
Accounting
Crete
PA Network
Thrive
Bessemer
ZBS
$300M+ ARR • 20+ firms • $500M budget
Accounting
Accrual
Automation
GC
$16M seed • 2-3x capacity gains
Legal
Eudia
AI Law Firm
GC
Floodgate
$105M Series A • 98% efficiency
Legal
Axiom Law
AI Legal
Multiple
75%+ efficiency • 60% faster
IT Services
Titan
MSP Rollup
GC
8VC
$74M Seed
IT Services
Shield
MSP Rollup
Thrive
ZBS
$100M Seed
Support
Crescendo
AI Contact Center
GC
$100M+ ARR • 90% AI • 4x margin
💰 Financial & 🏠 Real Estate
Wealth Mgmt
Savvy Wealth
Advisor Platform
IVP
Thrive
Series B: $72M • $2B+ AUM
Property Mgmt
Long Lake
HOA & Residential
GC
Thrive
$670M • 18 acquisitions
Lettings (UK)
Dwelly
Lettings
GC
6+ UK agencies • 2x EBITDA
Property Mgmt
Buena
Property Management
Multiple
Property management AI
🔧 Home Services & 🏥 Healthcare
Pools
Cabana
National Rollup
Multiple
First national pool brand
Clinics
Commons
Orthopedics
Multiple
$33M • 7 LA clinics
Billing
Camber
Revenue Cycle
a16z
Series B: $30M • 80% fewer denials
New
Revenue Cycle
Smarter Technologies
SmarterDx + Thoughtful.ai + Access Healthcare
New Mountain
$800M+ rev • 27K employees • 400M transactions
🛒 E-Commerce & 🚚 Logistics
New
Shopify Apps
Shop Circle
Shopify App Rollup
Multiple
$218M raised • 16 acquisitions • profitable
New
Freight
Fura
Digital Freight Brokerage
3 acquisitions • AI transportation mgmt platform
🅿️ Mobility
New
Parking
Metropolis
AI Parking Network
SoftBank
Vista
$1.6B raised • $5B val • 4,000+ locations • CV payments
🏗️ Physical
New
Construction
Zero RFI
AI Construction Platform
GC
$13.8M Seed • 3 acquisitions • 15+ targets in pipeline
🧩 Rollup Platforms
RL Platforms
Mechanize, Inc.
RL environments for AI work
Platform
Trains models to perform real tasks
Ops Platforms
Enam Co
AI-native rollup operations
Platform
Shared platform + acquisitions
New
Specific AI
Applied Compute
Custom AI models from enterprise data
Benchmark
Sequoia
$100M raised • $1.3B val • ex-OpenAI team
New
AI Agents
Varick Agents
Enterprise AI agent deployments
$3M ARR • $20M client savings • ex-Meta
New
Agentic Ops
Edra
Reverse-engineers processes for AI agents
Sequoia
8VC
$30M Series A • ex-Palantir team
Investors
Venture Capital
General Catalyst
Leader
$1.5B Creation Fund
Portfolio: Eudia, Long Lake, Titan, Crescendo, Dwelly
Thrive Capital
OpenAI Partner
Custom AI models for platforms
Crete, Savvy Wealth, Long Lake
🤝 OpenAI took equity in Thrive Holdings — embeds engineers + models into portfolio cos
8VC
Full-Stack
AI + Operations model
Titan, Loop, $1T+ opportunity
a16z
Healthcare Focus
Augmented AI approach
Camber, healthcare focus
Industry Ventures
Late-Stage
$8B+ capital
Savvy Wealth Series B lead
Bessemer
AI Focus
$1B AI commitment
Crete, Canvas, Floodgate
Elad Gil
AI Focus
Enam Co + other TBA rollups
Anansi Capital
AI Rollups
Exclusively backs AI rollups
New
Khosla Ventures
Exploring
Exploring AI rollups in call centers, accounting, professional services
New
Tenet Capital
Inception-Stage · Europe
€5M initial capital per deal
Europe's first AIPRO firm — backing founders transforming low-margin SMBs into AI-driven platforms
Private Equity - Portfolio Transformation
Apollo
Most Aggressive
25m Evolve incubator
Yahoo +20% engineering productivity
Blackstone
Infrastructure
$300M in DDN
50+ data scientists, AI assessments
KKR
Data-Driven Ops
35+ platforms with AI
Cloud + ML + LLMs transformation
ZBS Partners
Operators + PE
Patient capital + operator-led rollups, frequent Thrive partner
New
New Mountain Capital
Healthcare AI
Created Smarter Technologies by combining 3 portfolio cos
$800M+ rev healthcare AI platform
AI Rollup JVs
Reported
OpenAI PE JV
Foundation Model + PE Consortium
~$10B JV with TPG, Advent, Bain Capital, Brookfield
17.5% guaranteed returns • Deploy across 1,200+ portfolio cos
Reported
Anthropic PE JV
Foundation Model + PE Consulting
Palantir-style consulting with Blackstone, H&F, Permira
Deploy Claude across PE portfolios with advisory services
AI Native Holding Companies & Platforms
New
Thrive Holdings
Mega Holdco
$1B+ PE platform by Thrive Capital
OpenAI equity stake • Crete, Shield • embeds engineers + models
Beacon Software
Holding Company
Model: AI-powered B2B SaaS rollup
Funding: $335M raised, $1B val
Legion Holdings
Consolidator
Model: AI-powered B2B services rollup
Focus: Vertical platform acquisition + AI ops
Infinity Constellation
Holding Company
Strategy: Multi-vertical AI platform
Approach: Shared ops + AI infrastructure
Rocketable
Platform Builder
Focus: Acquisition + AI integration
Model: Buy SMBs, scale with AI
Sequence Holdings
Holding Company
Strategy: AI-native consolidation
Focus: Systems + shared AI infrastructure
Ithaca Holdings
Mega Holdco
$1B+ to acquire & transform public/private cos with AI
Sequoia's Ravi Gupta + ex-Meta CRO John Hegeman
New
Project Prometheus
Mega Holdco
$100B fund to acquire & transform manufacturing with physical AI
Jeff Bezos (Co-CEO) + Vik Bajaj (ex-Google X) • $6.2B raised for AI platform