Thesis & Playbook

How We Create Value

We compound value in small-medium business services through AI-enabled growth, instead of cost-cutting and financial leverage

Investment Profile

PlatformsRevenue$10-$100m

EBITDA$3-$20m

Add-OnsRevenue$5m+

EBITDA$1m+

GeographyFocusNorth America, Europe

Target Sectors

Legal02

Procurement03

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Value Creation Playbook

A repeatable path from sourcing to compounding with the same operating model across platforms

Source

Programmatically identify businesses in target sectors and build founder relationships early.

Acquire

Invest alongside aligned management teams to establish platforms.

Transform with AI

Deploy Legion OS™ to unlock AI productivity and drive change.

Compound

Scale through add-ons, integrating each one faster than the last.

Operating Results

In-House Execution

Deep sector expertise and proven in-house execution focused on change management

100 DayIntegration

3-6 MonthsTo See Uplift

AI-Enabled Productivity

Legion OS™ creates scalable operating leverage through reusable AI infrastructure

20-50%+Revenue / FTE

+15 ptsEBITDA Margin

Capital Efficiency

Disciplined M&A compounds equity through organic growth and margin expansion

ProfitablePlatforms

5–10+Add-Ons

ⓘ Based on results at existing portfolio companies

How Legion Compares

Where the model differs from traditional private equity, venture-backed rollups, and software venture capital.

	LegionLegion	PETraditional PE	AI RollupsVenture-Backed AI Rollups	Software VCAI / Software Venture
Returns from AI-enabled productivity and growth, not cost cutting We use AI to increase the output of the people delivering the work, rather than relying on leverage and cost cuts.	Yes	No	Partial	No
A lean, aligned team leads the build A small Legion team leads the technology build and change management in partnership with management; our incentives are aligned with owners rather than third-party vendors maximizing fees.	Yes	No	Partial	No
Customer distribution and AI adoption through ownership Software vendors have to sell into each business and cannot ensure proper adoption. We acquire the business, customer base included, partner with owners on adoption, and customize to unique processes as needed.	Yes	Yes	Yes	No
Disciplined entry multiples We invest in smaller, simpler businesses at valuations grounded in fundamentals, where AI can be deployed quickly and value creation is realized earlier for owners and investors alike.	Yes	No	Partial	No

Capital Partnership

Let's Build Together

Whether you're a business owner, investor, or operator, we're looking for exceptional partners.

Start a Conversation Learn About Legion OS™

LegionLegion

PETraditional PE

AI RollupsVenture-Backed AI Rollups

Software VCAI / Software Venture

Returns from AI-enabled productivity and growth, not cost cutting

We use AI to increase the output of the people delivering the work, rather than relying on leverage and cost cuts.

Yes

Partial

A lean, aligned team leads the build

A small Legion team leads the technology build and change management in partnership with management; our incentives are aligned with owners rather than third-party vendors maximizing fees.

Yes

Partial

Customer distribution and AI adoption through ownership

Software vendors have to sell into each business and cannot ensure proper adoption. We acquire the business, customer base included, partner with owners on adoption, and customize to unique processes as needed.

Yes

Disciplined entry multiples

We invest in smaller, simpler businesses at valuations grounded in fundamentals, where AI can be deployed quickly and value creation is realized earlier for owners and investors alike.

Yes

Partial