Why ONE TO TEN

In January 2024, Docker acquired AtomicJar and I found myself facing a complex equation mixing 5 professional and personal variables.

Professionally, the B2B SaaS playbook was being rewritten by LLMs:

1. The cost of AI-assisted software development is trending to zero, therefore established distribution and customer base are more valuable than ever. Could I acquire them?
2. AI outcomes are still challenging to productize for end customers, making professional services not only viable but preferable. What industries require consultants?
3. My impact and satisfaction are primarily derived from helping founders navigate 0-to-1 (product-market fit) and 1-to-10 (GTM engine). How could I do this full-time?

On a personal level, I wanted to give back to Europe as a US-based operator:

4. The Draghi report states that "1T€ companies are not rising in the EU economy". Could the dense fabric of 10k+ bootstrapped SMB software companies present an alternative path?
5. Journeys into uncharted territory are only as rewarding as the quality of companions who travel by your side. Who else in Europe is converging on this hybrid VC / PE playbook?

Solving this equation took 2 years: I've started ONE TO TEN with Ines (ex-Hg, Thoma Bravo).

We invest in bootstrapped, profitable B2B software businesses in Europe.
I join the management team to upgrade their GTM and delivery with our agentic platform.

If you're ready to take the next step, or simply curious, please reach out!

--Marc