46 AI rollup firms graded: the 2026 market map of AI-native private equity
curious_vii · x · 2026-09-24
Caritas Venture Co. published a 2026 market map of AI rollups and AI-native private equity, reviewing 80+ firms that buy established businesses and embed AI teams to transform them.
- 46 firms with enough public evidence were graded: 20 owner-operators/rollup platforms, 15 transformation partners, 3 capital providers, 8 conventional PE benchmarks.
- Grading only counts public evidence; demos, projected margins, and "AI OS" branding don't.
- No Grade A (third-party verified) firms among owner-operators or transformation partners; Apollo and Vista Equity Partners earn A among conventional PE. Grade B includes Bending Spoons, Metropolis, Eudia, Modus, and others.
- Written by Christian Ulstrup, published Aug 19, 2026, updated Sep 23, 2026.
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