Co-founded TruckSmarter as CTO, backed by Founders Fund, a16z and Thrive, and acquired in 2026. Led the community-bank platform at Column. Started as an engineer and product manager at Plaid.
- Plaid
- TruckSmarter
- Column
Built for the
long run.
∞Our holding period
0Businesses we will sell
1Shared AI team for every company
What stays
Sell your business.
Keep what you built.
We are a permanent home, not a fund. We never sell on, so nothing that matters has to change after the sale.
Your team stays
Every employee keeps their job.
Your name stays
Clients keep the firm they know.
You choose your role
Stay on, or step back. Your call.
Your legacy lasts
Built to be passed on, not flipped.
AI, where it helps
Decades of trust.
AI from day one.
Our engineers build AI into the work your team already does. Repetitive tasks get done in minutes, and your people get more time for clients.
- Built in-house. Our own engineers, not a reseller of someone else's tool.
- People stay in charge. Your team checks every result before it reaches a client.
- AI adds capacity, not cuts. Nobody loses their job to it.
- Client data stays protected. Strict access rules, kept in the right jurisdiction.
VALLIS · WORKBENCH
Month-end close · October EXAMPLE
Match 1,284 bank lines to invoicesAI · done
!12 unclear items sent to AnnaNeeds review
Post closing entriesChecked by team
Tax season · 214 clients EXAMPLE
Collect and sort client documentsAI · done
Draft returns from last year's dataAI · drafted
!Review and sign offWith advisor
Client inbox · today EXAMPLE
Answer "Where is my refund?"AI · replied
Remind 9 clients about missing receiptsAI · sent
!Book a call with Mr. KellerThu 10:00
Back office · this week EXAMPLE
Prepare payroll for 14 peopleAI · ready
Follow up on 6 open invoicesAI · sent
!File the VAT returnDue Fri
Illustrative exampleEvery result checked by people
The Vallis platform
Everything a great business needs next.
The people, technology and capital to help your business grow.
01
Applied AI
We find the work AI does well, build it into your tools, and train your team to use it.
02
Modern software
We replace slow, old systems with simple and secure software that your team likes to use.
03
Finance & back office
Shared teams help with accounting, payroll, IT and compliance, so you have more time for clients.
04
People & succession
We help you hire, train and keep great people, and plan the next generation of leaders.
05
Growth & capital
Long-term capital for new services, new offices and add-on acquisitions, with what works across Vallis.
Team
Led by operators
and engineers.
We come from US technology companies, not from a fund. We have built, scaled and sold companies, and we run the businesses we buy.
We are hiring
Join the founding team.
- Head of AI EngineeringSan Francisco or remote
- Operating PartnerUS
- Operating PartnerEurope
How it works
What working with us looks like.
Get to know you
A first coffee, in person or by video. We listen to your story and what matters most to you. No documents, no obligation.
A clear proposal
After a short, discreet review, we make one plain and fair offer. We explain every number, with no hidden terms.
Build what's next
You choose your role. Our engineers start on the first AI tools with your team, and we never sell the firm on.
For brokers & advisors
Bring us your next services firm.
We are a direct buyer with our own decision-makers. You get a fast, clear answer and a buyer who respects your process.
Send us a dealWhat we buy
- Sectors
- Accounting, tax, payroll, benefits and insurance administration, IT and other B2B services
- Size
- $1M to $10M EBITDA
- Profile
- Owner-led, profitable, with loyal recurring clients
- Regions
- United States, UK, Switzerland and the rest of Europe
- Deal types
- Full sales, majority sales and founder successions
How we work with you
- A first answer in one week. Yes, no, or what we need to decide.
- Your process, your fee. We sign your NDA and respect your terms.
- Direct line to the founder. No committee to wait for.
- No surprises at the end. The price we offer is the price we work to close.
Questions we get asked.
Straight answers. If yours is not here, just ask.
What do you look for in a business?
Loyal clients, steady profits, and deep know-how that took years to build. Often the owner is starting to think about succession. Good candidates also have a lot of repetitive work where software and AI can help.
Why would I sell to Vallis?
We buy to own permanently and keep investing. Your firm gets engineering, AI and back-office support that is hard to build alone, and it keeps its name, team and clients.
Do I need to keep running the company?
That is your choice. Some owners stay on for years, others step back after a handover. We agree your role and a transition plan before the sale, with continuity for clients and team in mind.
What happens to my team and company name?
They stay. Every employee keeps their job, and the firm keeps its name and its client relationships. We add support where the team needs it.
How will you use AI in my business?
We start with the repetitive work your team dislikes: document collection, reconciliation, reminders, first drafts. Our engineers build the tools with your people, and your team checks every result. AI adds capacity; it does not replace anyone.
How do you decide what my business is worth?
We look at the quality of revenue, profit, client loyalty and growth prospects. We discuss price and structure together, including payment terms. The goal is one clear proposal you can understand as a whole.
What if I'm not ready to sell?
Talk to us anyway. A first conversation helps you understand how we work and whether we could be the right owner when the time comes. You do not need a sale process to reach out.