The operator
Sayer P. Martin, CFA
SELC builds and ships its own software. Designed and built with AI tooling throughout.
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Left Holding: A Field Guide to Private Equity-Owned Software is about the difference between the expand path and the extract path, and what happens to a product organization once the model has been built and the deal has closed.
It is drawn from having been on both sides of that transaction: the spreadsheet where the deal gets modelled, and the product team where the consequences land.