Investor @ Atlasview Equity Partners. Here to learn & share my learnings. DMs open.

Joined March 2010
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Pinned Tweet
8 Dec 2022
Went to an event yesterday where Mark Leonard (founder/ceo of Constellation Software $csu) was the keynote speaker. The discussion was around general business/career advice. Sharing some of my notes:
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Jay Vas retweeted
THE VIBES IN TORONTO RIGHT NOW 🇨🇦⚽️🇨🇦⚽️

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Jay Vas retweeted
Drake officially becomes the male soloist with the most #1 hits in Hot 100 history (14). He surpasses Michael Jackson.
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Jay Vas retweeted
May 15
#BREAKING: Drake ‘freezes’ CN Tower for release of ‘Iceman’ album cp24.com/local/toronto/2026/…
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Jay Vas retweeted
21 Oct 2025
THE TORONTO @BLUEJAYS ARE HEADING TO THEIR FIRST WORLD SERIES IN 32 YEARS 😤 #CLINCHED
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WE'RE GOING TO THE WORLD SERIES!!!!! #WANTITALL
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13 Jun 2025
Soon, our inboxes will be AI talking back and forth with each other.
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1 Jul 2025

Grammarly makes the strangest acquisitions First next generation docs (Coda), now email client (Superhuman)
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Jay Vas retweeted
1 Jul 2025
Happy Canada day 🇨🇦
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18 Jun 2025
Saw a business with the following profile: Revenue: $54m EBITDA: $5.4m # of employees: 10 # of customers: 1 (yes 1) 🤯
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Jay Vas retweeted
11 Jun 2025
Truth. One more I'd add: Be large. Size matters, a lot.
Want to sell your business for a great multiple? Here’s the recipe: Be profitable. Be growing. Be diversified (customers, channels, products). Hire a good investment banker. That’s it. If you nail the above, you’ll almost always find a buyer willing to overlook anything else.
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Jay Vas retweeted
26 Apr 2025
For most people, over the long run, investment returns are largely a function of how much and what type of leverage you have access to.
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Jay Vas retweeted
15 Jun 2025
Great tid bit from @jayvas here. Great summary of what is happening at these frontier labs
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26 Apr 2025
For most people, over the long run, investment returns are largely a function of how much and what type of leverage you have access to.
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15 Jun 2025
2. is really a subset of 1... So: 1. Be smarter 2. Get lucky 3. Leverage responsibly
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15 Jun 2025
Most people aren't smart enough to hit 1. Banking on luck is no strategy, so cross out 2. That leaves you with just 3.
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11 Jun 2025
Truth. One more I'd add: Be large. Size matters, a lot.
Want to sell your business for a great multiple? Here’s the recipe: Be profitable. Be growing. Be diversified (customers, channels, products). Hire a good investment banker. That’s it. If you nail the above, you’ll almost always find a buyer willing to overlook anything else.
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11 Jun 2025
In the lower end of the market, I'd argue that size might be the biggest factor affecting multiple x.com/jayvas/status/19277003…

28 May 2025
How to achieve multiple expansion in private equity: (meet the criteria of the next buyer) h/t Niklas James of Minds Capital
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Jay Vas retweeted
25 Mar 2025
M&A advisors should run a net proceeds analysis with the seller BEFORE signing an LOI with a buyer. Also, buyers should include their methodology for calculating the net working capital peg in the LOI. Limit the number of surprises = higher probability of close
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