Sahil Patwa

General Partner at Tenet - Europe's first inception-stage investment firm focused on AI Roll-ups. Creator of AI Roll-up Nexus - global public resource for founders leading AI-powered market transformations.
Selected Journal
AI-native Services / AI-powered Roll-ups
Part I: A framework for industry selection →
Part II: Cracking the Venture Debt code →
Part III: Are they VC scale? →
Part IV: The pivot path - from SaaS to Services →
Part V: Build AI+Services organically or through Roll-ups? →
Part VI: Distribution and Durable Advantage →
Part VII: Practical Playbooks from the Field →
My AI Roll-up Bingo Card for 2026 →
[Guest Post] RollUpEurope 2 leading VCs explain →
[Guest Section] RollUpEurope Strange Bedfellows →
Company Building
2024: Budgeting for success (and runway) →
2023: To freemium or not to Freemium →
Thesis
2024: B2B Software Thesis →
2024: Observability →
2023: SalesTech →
2022: Transformers/ LLMs →
2022: Productivity Tools →
Marketplaces
2021: Evolution of food delivery →
2021: Grocery delivery in 10min? →
Public Tech Stocks
2024: Seat vs Usage based pricing →
2024: Stock Based Compensation →
Investment Announcements
2025: Whalebone - the rise of embedded cybersecurity →