AI Rollup Thesis Builder
Turn a vertical idea into a testable sourcing thesis.
Select a segment. Edit the four assumptions. Get a Strategy draft, Universe criteria, and the next evidence questions.
1. Select a sector
Recurring client work with rules, documents, and review steps.
3. Edit the assumptions
Illustrative defaultsThe defaults restate the supplied playbook. They are not market evidence or an investment recommendation.
Validation brief
Finance & Accounting
Validation priority
Score inputs
30% of validation priority
25% of validation priority
25% of validation priority
20% of validation priority
Strategy draft
Test whether a buy-and-build strategy for bookkeeping and tax preparation firms can expand EBITDA by standardizing reconciliation, ledger parsing, tax draft preparation. Confirm fragmentation, addressable labor cost, workflow repeatability, and client retention before underwriting the thesis.
Universe criteria draft
Build a target universe of independent bookkeeping and tax preparation firms. Require source-backed evidence for labor-heavy repeatable work, durable client relationships, required licenses, and usable operating data. Exclude targets whose case depends only on multiple expansion.
Core agent leverage
Evidence questions
- 1.How many independent operators meet the target profile in the selected geography?
- 2.What share of revenue pays for labor in the workflows that the plan can change?
- 3.Which workflow steps follow stable rules, and which steps require licensed human judgment?
- 4.What retention, renewal, or repeat-purchase evidence supports client stickiness?
- 5.Which licenses, data rights, and system access can transfer after an acquisition?
Ask for a human thesis review
Send the selected segment, score inputs, and draft criteria to the MigrateForce team.
Repository mapping
One public wedge. No parallel prospect database.
The public brief remains a hypothesis. MigrateForce stores targets only after a user creates a Strategy, a Universe, and a Candidate in the authenticated sourcing flow.
Thesis Builder
Select a sector and state the assumptions that need evidence.
AI Rollup Radar
Apply the thesis to a company and test disruption, upside, and feasibility.
Strategy and Universe
Create the authenticated sourcing objects before you add Candidates.
Have a company in mind
Move from a vertical hypothesis to a target screen.
AI Rollup Radar adds company revenue, margin, concentration, data, and integration inputs. It returns three directional scenarios.
No account required · Editable assumptions · Direct Radar handoff