AI-Powered Holding Company

The data moat
that compounds
forever.

We acquire recurring services businesses, deploy a shared AI operating stack, and build a payments data flywheel that gets smarter with every company we add.

10+
AI systems in stack
$1T+
Addressable market
Infinite
Holding period
Day 1
AI deployment per acquisition
Core Differentiation

Four moats.
One vehicle.

01
Payments Data
Every transaction across every portfolio company trains shared models. The flywheel tightens with every acquisition.
02
Nexus AI Stack
10+ proprietary AI systems across Sales, CX, Ops, and Finance — deployed at near-zero marginal cost per company.
03
Talent Engine
Centralized talent acquisition deploys world-class operators into each vertical faster than any individual company can recruit.
04
Permanent Capital
No 10-year clock. NAV compounds indefinitely. The longer we hold, the wider the moat — no forced exits, ever.
The Operating System

Nexus AI — built in-house,
deployed across every company.

Revenue Layer
Sales & Marketing
Demand generation
Sales enablement
Revenue forecasting
Pipeline management
Contract automation
Pricing intelligence
+ Many More
Customer Success & Account Management
Support automation
Customer health monitoring
Client onboarding
Retention management
Customer feedback & insights
+ Many More
Business Operations
Operations
Field operations management
Resource scheduling
Contract management
Process standardization
Compliance management
+ Many More
Finance
AR & AP automation
Payment operations
Financial reporting
Risk management
Cash flow management
+ Many More
M&A / Data
Deal sourcing
Due diligence
Portfolio analytics
Data infrastructure
Business intelligence
+ Many More
Target Markets

Initial verticals.
One operating system.

Core Vertical
MSP
Managed IT services. Subscription-led, high NRR, deeply relationship-driven. Data flywheel already in motion.
Subscription billing
High NRR
PSA integrations
Expansion
Pool Services
Route-based, fragmented, high-LTV. Scheduling, AR, and seasonal billing are all manual today.
Route optimization
Field dispatch
Commercial focus
Expansion
Waste Management
Regulatory mandates create captive recurring revenue. Severely underdeveloped payments and tech.
Compliance
Fleet management
Specialty focus
Expansion
Elevator Maintenance
Legally mandated inspection revenue. Near-zero churn. Strong margins, severe tech debt.
Regulatory mandate
20–30% margins
Predictive maintenance
*
These are our initial focus markets. We're actively evaluating landscaping, fire & life safety, commercial HVAC, pest control, and others. The Nexus stack is vertical-agnostic — the playbook transfers wherever there are recurring contracts, in-person relationships, and underinvested back-office technology.
Acquisition Criteria

What we're
looking for.

Industry
⋮⋮
Fragmented, Fast Growing Market
Hundreds of sub-scale operators with no dominant player. Low multiples, replicable playbook.
No dominant player · Systematic roll-up
⟳
Recurring B2B Services
Contract-based revenue with predictable renewals. No transactional or project-based businesses.
Monthly or annual contracts · Invoice-driven
◈
AI Defensible
Proprietary data that Nexus can train on — not just a business where AI cuts costs.
Vertical data · Model trainability
Business Fundamentals
◉
Relationship-Led
The client relationship is in-person and human.
Field services · High-touch retention
⌖
Tech Debt
Legacy systems and manual ops are a feature, not a bug — that's where Nexus creates asymmetric value.
Manual AR · No BI layer · Disconnected tools
◐
10–25% EBITDA → 30%+
Healthy entry margins with a clear path to 30%+ via automation, payment economics, and shared services.
Entry 10–25% · Target 30%+ · 24–36 months
The Orbit target in one sentence
A founder-led B2B services business with sticky recurring contracts, in-person relationships, 10–25% EBITDA margins, meaningful tech debt, and a fragmented competitive landscape — where payments data and AI compound into a durable moat.
Orbit Holdings

Permanent capital.
Permanent edge.

The longer we hold, the smarter the models, the wider the moat. There is no clock.

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