AI rollups

Hi all - I run ZeroVC, a venture studio focused on building lean, profitable companies in overlooked markets — usually B2B, AI-native, and built with distribution in mind. You can find our thesis here: https://zerovc.substack.com/p/the-overlooked-middle-opportunities We’re currently exploring AI rollup opportunities, primarily in the U.S. and Latin America. There’s been a lot of hype around “AI rollups” lately — and while we think most people are approaching it the wrong way, we do agree with the core insight, which is AI is now mature enough to meaningfully enhance traditional businesses — especially those with recurring revenue, people-heavy ops, and limited tech adoption Our hypothesis is still evolving, but here’s where we stand: - We believe there's a massive opportunity to modernize real-economy businesses with AI as the enabler - We're actively working on a couple of transactions right now (including co-developing the AI angle with the searchers) - Our value is in finding and articulating the tech-driven upside that unlocks capital, enhances operations, and gives searchers a differentiated edge We're looking to connect with searchers who have live deals or are close to LOI, and see a path to modernizing the business — but need help sharpening the transformation thesis or unlocking investor confidence. If the thesis resonates with you, feel free to DM or drop a comment — always happy to talk!