An AI-native MSP serving customers globally.

Acquire MSP customers and deliver better service at 4x the margins.

~45k–50k MSPs in the U.S. Still highly fragmented.

Historically manual, local, and hard to standardize.

More of the service layer can be centralized, automated, and delivered with far less human involvement.

That creates the path to build a global MSP.

Ownership creates the fastest feedback loop between engineering and service delivery.

It lets us redesign workflows from scratch and place humans in the loop only where they matter.

For traditional MSPs, AI value is hard to capture because they do not grow fast enough.

Owning the service model turns automation into lower cost to serve, higher technician leverage, and margin expansion.

The customer base is the asset.

Acquire ~70 MSP customer bases for ~$150M.

Migrate them onto one AI-native service platform.

At target margins: ~$3B–$4B+ enterprise value.

See financial model for assumptions.