Big funds skip small firms — that's the gap a solo founder can exploit

The funds running AI rollups need large deals. If you're managing a billion-dollar fund, a bookkeeping firm doing $2 million a year simply can't move the needle — it's too small to even consider. McKenzie estimates around a million businesses are expected to sell in the coming years, and most of those are small firms. Thrive and General Catalyst aren't going to call them; they'll target mid-market and larger businesses. That gap is exactly where a one-person holdco operator can play. The small and micro-sized professional service firms are underserved by the big capital, and that's the opportunity.