The blog
Playbooks, data, and stories on buying and selling internet businesses.
A counterintuitive argument that odd-looking consumer products can be strong acquisition targets when distribution is cheap.
September 17, 2026
A thesis on how niche marketplaces change sourcing, trust, and speed in startup M&A.
September 16, 2026
An exit-story essay on the kinds of operational choices that make small SaaS companies easier to sell.
September 15, 2026
A founder playbook for designing an acquisition-ready business from day one.
September 14, 2026
A practical diligence framework for founders buying AI-first startups with verified revenue but fragile moats.
September 13, 2026
A contrarian valuation thesis on why narrow, boring software can command stronger multiples than flashy AI toys.
September 12, 2026
A founder-friendly thesis on spotting products with buyer intent, using revenue patterns from real acquisition-ready apps.
September 11, 2026
Revenue alone does not make a deal good when the product is commoditized, growth is artificial, or the moat is missing.
August 30, 2026
Tiny, weird software wins when it owns a painful workflow that generic tools ignore or under-serve.
August 29, 2026
The best acquisition lessons come from companies that sold because the market, not the founder, created the exit window.
August 28, 2026
The best exit-ready products solve one painful job, stay narrow, and prove they can run without the founder.
August 27, 2026
AI products can hide brittle moats, policy risk, and unclear data rights that standard diligence often misses.
August 26, 2026
Niche B2B tools can deserve more than generic SaaS comps when retention, workflow lock-in, and low CAC are real.
August 25, 2026
Use Stripe-verified proof, not hype, to underwrite a first acquisition and avoid paying SaaS multiples for fragile growth.
August 24, 2026
The most buyable startups are often boring: specific, measurable, and expensive to replace.
August 21, 2026
A deep dive into why small dev tools can be high-conviction buys despite modest revenue and limited marketing.
August 20, 2026
What a clean marketplace exit looks like when the business is small, real, and bought by another operator.
August 19, 2026
Why founders should design for acquisition optionality from day one: narrow ICPs, clean metrics, and obvious ROI.
August 18, 2026
A practical diligence framework for founders buying a narrow SaaS: verify the wedge, the workflow, and the churn risk.
August 17, 2026
A contrarian take on AI multiples: why usage, workflow lock-in, and customer-specific distribution matter more than hype.
August 16, 2026
A founder’s playbook for pricing small acquisitions when the revenue is real, boring, and easy to mistake for durable.
August 15, 2026