The Lindy Effect
Resilience in longevity and optimizing for businesses that stay stable over time.
Happy New Year folks!
Thanks for joining us for another edition of Atlasview Insights. We use this newsletter to share our strategies, philosophies, experiences, and lessons we’ve learned along the way. Small bite-sized insights for business owners, dealmakers, and investors.
In this newsletter, we cover:
Our Investment Criteria
The Lindy Effect: Resilience in Longevity
ICYMI - Popular Previous Issues
Our Deal Process
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Have An Opportunity For Us?
Before we jump into this issue, a quick reminder, Atlasview Equity is a private equity firm acquiring and investing in software, services, and other asset-light B2B businesses. We are actively looking for businesses with the following characteristics:
Business Model: Software, services, other asset-light
Business Size: Minimum $1m EBITDA or $5m ARR
Business Profile: Sticky B2B customer base
Business HQ: US & Canada
Whether you’re a business owner interested in working with us, or an intermediary with a deal to share, always feel free to contact us!
The Lindy Effect - Resilience in Longevity
At Atlasview, we are big believers in The Lindy Effect. Popularized by author, Nassim Taleb, it states that the longer something has been around, the longer it will likely continue to be around. We consider this when looking at businesses to acquire or invest in. Businesses with longevity often come with a high degree of resilience. We ask ourselves:
How long has the business been around for?
How long has it been profitable?
How long has the industry/niche been around?
How long have its customers and employees been around?
For example - our portfolio company, Soutron Global, is a library management software that has been in operation for over 30 years. And libraries have been around for thousands of years!
Side note: if you have any opportunities in the library/archive space, please reach out to us. We are actively looking to increase our investment in this space. Business owners, intermediaries, and referrals are all welcome.
We don’t chase emerging industries or business models, or try to predict how industries/businesses are going to innovate or change away from the current state. Instead, we try to predict what WON’T change. We look for tenure, retention, resilience, and maturity.
Atlasview Equity optimizes for businesses that stay stable over time because you can build a sustainable investing strategy around that.
P.s. if you’d like to read more about The Lindy Effect, we recommend reading the books Same As Ever by Morgan Housel and Skin In The Game by Nassim Taleb.
In Case You Missed It
Here are some of our previous popular issues:
Moats: Prioritizing Defensibility in Investments
Our Process at Atlasview
We pride ourselves on having a simple and transparent process. Our streamlined process enables us to move quickly to get you answers fast.
Step 1: Contact Us
Step 2: Execute NDA & Schedule Call
Step 3: Receive Offer & High-Level Terms
Step 4: Execute LOI & Complete DD
Step 5: Close Deal & Receive The Cash
Step 6: The Fun Part Begins!
Whether you’re a business owner interested in working with us, or an intermediary with a deal to share, always feel free to contact us!
About Us
Atlasview Equity is a private equity firm acquiring and investing in software, services, and other asset-light B2B businesses. We combine patient capital with proven strategies to deliver predictable results for our stakeholders.