MigrateForce Blog

Working notes for PE teams underwriting AI-led value creation: operating models, scenario assumptions, governance, and portfolio execution.

The AI-Native PE Firm: A Setup Checklist for AI-Led Rollups

A working checklist for standing up a PE firm built around AI-led buy-and-build: thesis, fund structure, operating team, diligence machinery, first-100-days operating model, and the measurement loop that makes the returns defensible.

The Rollup Multiple Is Broken. AI Is the New Buy-and-Build Arbitrage.

Multiple arbitrage is compressing. For rollups of low-margin businesses, the new arbitrage is coordination cost — and it compounds across the portfolio. Here is the math, worked transparently.