O'Driscoll: Subscale SaaS roll-ups will accelerate once sellers accept price drops
Rory O'Driscoll · Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings · Jul 3, 2025 · at 47:01
Rory O'Driscoll (General Partner at Scale Venture Partners) discusses how subscale software assets will achieve liquidity via rollup platforms.
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“I think you're gonna see a lot of it, right? I think that, you know, you had mentioned, is it Visma, which is the company that's going public in the UK, and we'll come back to that, but the aha prior to that is it's a roll-up of, you know, hundreds, literally hundreds of subscale software companies, and it's, you know, Constellation, You know, out of Canada does the same thing. There's gonna, it's gonna have to happen once the sellers are willing to take price, because all these assets can't go on forever subscale.”
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