Selling software, made legible.
Field notes on living data rooms, software diligence, and building a company that AI agents can find, verify, and value.
AI Is Being Bought, Not Built
The fastest-moving private equity firms have stopped building AI and started buying it. Here is the roll-up playbook — and why proprietary data and real usage are suddenly the scarcest things on the board.
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The next billion users won't be human
Bots already outnumber people online, and the fastest-growing ones are agents that browse, compare, and buy on their own. If agents are already finding and using your product, that's proof of demand in the channel of the future — and one of the most valuable, hardest-to-fake things you can show a buyer.
ReadYour next buyer is an AI agent. Is your company legible to one?
AI agents already research, shortlist, and increasingly buy software on their own. The companies legible to them get found, trusted, and valued higher. The rest go invisible.
ReadHow to sell a software business without the diligence fire drill
The 2026 playbook for a clean close: what buyers actually verify, and how to be ready before you ever sign an LOI.
ReadThe static data room is why your deal is slowing down
A folder of PDFs was never the point. Diligence drags — and deals die — because your numbers stopped being true the moment you uploaded them.
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