Insights
Research and perspectives from Antagor Capital on growth companies, private capital, and AI-driven operations.
AI RollupsThe AI rollup playbook: how AI-native buyers plan to double a 10% services margin
AI-native buyers plan to double the roughly 10% EBITDA margin of the services firms they buy. Here is the margin bridge step by step, what filings show so far, and what breaks.
· 16 min read
AI RollupsWhat is an AI rollup? Definition, how it works, examples and risks
An AI rollup buys established services firms and rebuilds their work with AI. How it works, how it differs from PE buy-and-build and SaaS, and who is doing it.
· 11 min read
- Investing
The Funding Gap: How Institutional Capital Abandoned 98% of Growth Companies
Why profitable growth companies are overlooked by traditional venture capital, private equity, and bank financing—and what can fill the gap.
· 11 min read