<b>Reading the PE playbook before it hits your bill</b>
Heard this week: a source who's been through two hosting acquisitions tells us the sequence is almost mechanical: keep the brand, freeze hiring, raise renewal prices 10-15% in year one, deprecate the lowest-margin features in year two, sell to a bigger fund in year three.
What it means for you: you can usually predict the price hike by the silence. When a host stops shipping features and goes quiet on the roadmap, the spreadsheet is running the company now.
Unconfirmed, but we hear one mid-tier brand is already shopping for buyer number two.
Watch this: feature velocity is the canary. Flat changelog, fat invoice.
The Managed Memo
@TheManagedMemo
<b>Reading the PE playbook before it hits your bill</b>
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