day mode
The Operator HoldCo

Distribution is the wedge.
AI is the multiplier.
We bring both.

The best operators don't want more networking. They want more context, more speed, and better company. We co-build, acquire, and capital-stack alongside them — every venture plugs into a nationwide MSP/VAR channel on day one.

1
Anchor portfolio co.
2
Ventures in development
Nationwide
MSP / VAR channel
Est. 2026
Built by operators
SCROLL
§ 01 / The Three Legs

Three things,
on purpose.

We don't run a venture studio. We don't run a fund. We don't run a rollup. We run a holding company with three coordinated legs — each reinforcing the others, each producing cashflow or equity for the holdco.

B.

Build

We co-found 1–2 new ventures per year with operators who have domain expertise but no distribution, capital, or org muscle. We bring channel, structure, and capital. You bring the product and the will. We split equity 30–40% and stay in through scale.

For founders
B.

Buy

We acquire profitable, AI-upgradeable B2B services businesses in a single vertical, install our operating system, and recycle EBITDA into the next acquisition. Buy at 3–4× EBITDA. Compound toward 10–20× comps.

For sellers
B.

Back

When the opportunity is real but isn't ours to operate, we bring our LP network in alongside us — and stay involved as advisors. No fund. No fees. Just operators capitalizing operators.

For capital
§ 02 / Why us

Most studios bring capital. Most rollups bring spreadsheets. We bring channel.

01

Channel before code.

Every venture and acquisition inside CCE plugs into a nationwide MSP/VAR/reseller network — relationships built across years of going to market with channel partners for the companies we've operated inside of. That distribution took years to assemble and cannot be replicated by a Series A studio in 18 months. It's the difference between hitting $500K ARR in year one and burning $3M trying.

02

AI as the multiplier, not the product.

We don't build foundation models. We don't sell horizontal AI tools. We embed AI inside the unsexy, profitable, channel-sold B2B businesses that run the real economy — and we capture the margin lift.

03

Operators all the way down.

The team behind CCE has spent the last decade as the GTM and channel-building operators inside companies founders built — joining an early-stage solar company at first traction and helping scale revenue from $10M to $30M, then joining an AI-native cybersecurity company as one of its first five and building the nationwide MSP channel from zero. We're not first-time founders. We're the GTM operators founders bring in to actually sell the thing. CCE is the structural version of that role.

04

Capital efficiency as a first principle.

Our portfolio doesn't burn. Our acquisitions are seller-financed and SBA-leveraged. We're not playing the dilution game. We're playing the compounding game.

§ 03 / The Thesis
Where the AI margin actually lives.
$0B
Q1 2026 AI venture funding — 80% of all global VC

The market has decided AI is the wave. But almost all of that money is chasing horizontal foundation models and frontier infrastructure. Almost none of it is being deployed at the level where AI margins are actually realized: inside the channel-sold, mid-market services businesses that run the real economy.

This is the gap we live in.

The HVAC company doing $4M doesn't need its own LLM — it needs an AI-driven dispatch layer that lifts gross margins from 18% to 30%. The 12-seat MSP doesn't need a frontier model — it needs an AI-native security stack that lets it sell upmarket. The accounting firm doesn't need agentic AGI — it needs document automation that turns one bookkeeper into three.

We buy, build, and back the companies that deliver those margins. Then we compound them.

What we are not
  • Not a fund — no LPs we owe quarterly letters to
  • Not an incubator — no 12-week cohorts
  • Not a search fund — not buying one business and operating it for 20 years
  • Not a VC — we don't write small checks and hope
We are a holding company that operates ventures, acquires cashflow, and syndicates the leftovers. That's it.
§ 04 / Portfolio

The portfolio,
as it stands.

We disclose what we can. Some operate in stealth until close.

Active · Anchor
Best Defense
AI Cybersecurity · Nationwide MSP

AI-powered penetration testing and code remediation. Sold through a nationwide MSP/VAR channel into SMB and mid-market.

In Development · Q4 2026
Vertical Rollup №1
Services rollup · AI-leveraged OS

Acquired services businesses consolidated under one AI-leveraged operating system. Vertical announced at first close.

Stealth · Late 2026
Studio Co-Build №1
In partnership with an operator

In partnership with an existing operator. Details disclosed at launch.

Full portfolio · coming as the holdco grows
§ 05 / Find your seat

Three doors.
Pick yours.

Every visitor to CCE shows up in one of three seats. Find yours.

§ 06 / The bar

We say no to 95% of what crosses our desk. The math is simple: 50 mediocre ventures over 1 year5 great ones over 5. If you've made it this far and the language sounds like you —

Pitch us.
One paragraph · not a deck Five business days · yes or no No fluff · no follow-up dance

We respond personally to every pitch. Even the ones we pass on.