The model labs are vertically integrating deployment. This creates a gap for an independent, model-agnostic alternative. We're filling it through disciplined buy-and-build.
Sequoia's thesis: AI-native services companies will command software-like margins as AI tooling replaces headcount with leverage. The deployment layer is where enterprise value accrues - not in the models themselves.
We're building the independent, model-agnostic AI deployment platform through disciplined buy-and-build. One UK platform acquisition with a regulated vertical and strong management. 3-5 specialist bolt-on agencies. Decentralised operations with shared AI tooling and commercial infrastructure.
The exit buyer is already identifiable: a lab wanting deployment reach without building it, a hyperscaler wanting services capability, a systems integrator needing AI-native DNA, or a buyout PE firm attracted to the recurring revenue and margin profile.
Acquire a UK-based AI services business. £5-15M revenue. Regulated vertical. Strong management team. This is the operating backbone.
Acquire 3-5 specialist AI agencies at £3-10M revenue each. Vertical expertise. Client relationships. Engineering talent. Run decentralised with shared services.
Deploy Open Equity's organic playbook across the group. AI tooling, content, paid acquisition, product development. Compound revenue. Expand margin. Exit at premium.
Active pipeline. Platform candidates in conversation. Bolt-on universe mapped and scored by sector, geography, and strategic fit.
15 years across operating, private equity, and M&A. 100+ deals. £2BN+ transacted. Largest exit £1.4BN. Open Equity brings the dual playbook - organic growth engine (product, content, paid, AI) plus inorganic deal capability (rollups, M&A, structuring, capital formation).
We're open for co-investment partners who share the thesis. Full deck on request.
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