Zeynep Yavuz

Zeynep from General Catalyst: Inside the AI Roll-Up Playbook

Zeynep, partner at General Catalyst, traces AI roll-ups back to GC's 20-year Creation strategy: identify fragmented, text- and voice-heavy services markets like property management, real estate and call centers, buy a small business, and rebuild it around AI while upskilling staff instead of cutting costs. She details their UK real-estate agency roll-up that started with an acquisition in Hull, explains they only add leverage once automation lifts EBITDA margins (15% to 40%), and says GC tracks automation KPIs rather than revenue while building for the long term. She also notes European growth rounds are still dominated by US funds, which plays to GC's Europe-first presence.

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