Insights

How we think about this.

The thesis behind everything IQCloud builds and acquires: operating, acquiring, and holding service businesses for the long term. Written down, not just talked about.

Featured· thesis

Why local service businesses are the next SaaS

The best risk-adjusted returns in software right now are not in apps. They are in the everyday service businesses that software can finally run end to end.

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More writing

The rest of the thesis.

We acquire to keep running, not to strip and flip
Most acquirers optimize for an exit. We optimize for the next twenty years. Here is what that means for an owner thinking about succession.
acquisition

How we think about this.

Why local service businesses are the next SaaS

We acquire to keep running, not to strip and flip