Joys of Compounding

← Joys of Compounding18 May · 1 h 18 min

Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]

Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]18 May1 h 18 min
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Our teachers today are Annalise Dragic and Zoe Zhao, co-founders of Azlin Software, a next-generation serial acquirer of B2B vertical software companies focused on the providers of essential services and care for families.

Annalise and Zoe share how their friendship evolved into a co-founding partnership, the 150 conversations with founders and investors that shaped Azlin from a blank page, and the four values they distilled into the acronym CARE. They explain why they chose family services as their first vertical, what culture-led and technology-led growth look like inside a company of companies, and the role of their AI agent Lumos in keeping the team intentionally lean.

The conversation also covers their first acquisition of Fusemetrix, a UK software business serving leisure and attraction operators, the shareholder base they have assembled including Nic Humphries of HG Capital, Mitch Rales, and Will Thorndike, and the equity-efficient permanent capital structure they have designed to align every party for the long term.

Please enjoy class with Annalise Dragic and Zoe Zhao.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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