Company case study
Long Lake
Long Lake is a company that specializes in acquiring property management firms. It came up on Startup Ideas Podcast, hosted by Greg Isenberg, in the episode "$5T opportunity: AI Roll Ups" (aired September 28, 2026). As told on the show: Achieved $100 million in EBITDA in under two years after acquiring 18 businesses, with margins doubling.
At a glance
| Podcast | Startup Ideas Podcast |
|---|---|
| Hosted by | Greg Isenberg |
| Episode | $5T opportunity: AI Roll Ups |
| Aired | September 28, 2026 |
| Revenue and traction | Achieved $100 million in EBITDA in under two years after acquiring 18 businesses, with margins doubling. |
| Category | Agency |
Figures and claims are as told on the episode, summarized from the transcript. Check the date: they describe the company at the time it aired.
What the episode said
$5T opportunity: AI Roll Ups · aired September 28, 2026 · hosted by Greg Isenberg
Why it works
Focused on optimizing operations through AI, which has resulted in significant margin increases.
The playbook
Combines AI solutions with strategic acquisitions to enhance operational efficiency.
Also mentioned
Part of General Catalyst's broader investment strategy in AI-driven roll-ups.
Why this works now (our analysis)
Zillow's recent API for property data integration allows Long Lake to enhance its operational efficiency in property management acquisitions. The company initially generated revenue by leveraging targeted outreach on LinkedIn to connect with small to mid-sized property management firms looking for acquisition opportunities. A significant constraint is the high capital requirement for acquiring these firms, which can impact cash flow and limit the speed of expansion.