For software companies and their investors

Growing when features become copyable

AI lowers the cost of imitation. What stays defensible sits deeper: data, workflow depth, trust, economics. We build that foundation with you, in 90 days.

30 minutes. No obligation.

4 %

of DACH software companies actively build AI products

Own analysis 2026, n = 5,690

The new starting position

In the AI era, buying decisions are made where imitation can't reach. As feature sets lose their edge, what counts is how deeply a product is anchored in the customer's business.

The question is the same: which part of the business stays defensible when imitation gets cheap?

At the same time, adoption stalls on the customer side: 88 percent of companies use AI somewhere. Only 39 percent see bottom-line impact. Between experiment and operation lies a gap, and your customers are standing in front of it.

The bridge to the majority is your moat.

MOST PILOTS STALL HEREREAL DATAWORKFLOW DEPTHTRUSTAI EXPERIMENTS88% of companies use AI somewherePRODUCTION · P&L IMPACTonly 39% see bottom-line impact

The moat rebuild sprint

Fixed scope, one moat: real data, workflow depth or trust. Built in 90 days, with your team, in live operation. At the end there is a number.

Real data

We instrument your product's first measurable compound cycle: operating data no model can reproduce.

Workflow depth

We identify and build the one or two integration points that are hardest to replace in your customers' daily work.

Trust

We make reliability visible: traceability, human-in-the-loop, and compliance your customers can verify.

Pricing sprintThe ProfitWell analysis of 512 SaaS companies shows pricing almost everywhere gets the smallest budget.Pricing metric, willingness to pay and tier architecture rebuilt in 90 days.
Retention sprintFirst success moment, cohort steering and expansion built in 90 days. Retention carries the valuation multiple.

From check to running lever

Stage 1

Analysis

  • A first diagnosis within a few hours, AI-assisted
  • First interviews and an analysis of the business model
Start the checks →

Stage 2

Implementation, 90 days

  • One moat lever per sprint, deliberately limited
  • With your team, in the running business

Stage 3

Ongoing partnership

  • The capability stays with your people
  • The effect is measured, before and after

01 · Quick start

The fastest starting point: three checks, 90 seconds

Regulation, AI signal, delivery costs: three quick checks show where your business stands today. A first diagnosis before we talk.

The window

The window is open. Geoffrey Moore, author of Crossing the Chasm, calls 2026 the decisive year for the leap to the majority. Build the bridge later, and you compete against someone already on the other side. So far, only around 4 percent of established DACH software companies are hiring dedicated AI product roles.

Own analysis 2026, n = 5,690 · Moore: diginomica 2025

For Investors

The mandate: AI operating partner

We take on one clearly defined lever per company. Four fields we know in depth. After 90 days the lever is measurable in operations, your team builds along and takes over.

1exit to S&P Global
4post-merger integrations
20+years of operating leadership
One lever, one number: measurable before and after
Built inside the company, with the existing team
Fractional, interim or permanent, depending on the situation. Starting within weeks

For serial acquirers: integration as a system

Our approach to buy-and-build is a platform foundation. The acquired companies share data, AI and playbooks and keep running their own business. That preserves the market proximity you paid for while still building a shared capability. Once built, the foundation carries every further acquisition: integration turns from a one-off project into a repeatable step.

Our approach to buy-and-build is a platform foundation.
Company ARuns its own business
Company BRuns its own business
Next acquisition

90

Days per lever to the number

5

Layers in the scaling audit

5,690

Companies in our own analysis

Briefings for software companies

Freely accessible, no form.

All insights →

02 · The conversation

Let's talk about your product business.

30 minutes, your product, an honest assessment of where you are copyable and where you are not.