Subscale Software Roll Ups

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Subscale Software Roll Ups, every show

20VC Prediction Not checkable as stated
O'Driscoll: Subscale SaaS roll-ups will accelerate once sellers accept price drops
“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 …”
Rory O'Driscoll Jul 3, 2025 ▶ 47:01 Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings

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