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I had little idea that Constellation was set up for deal velocity. Why have one capital allocator when you can have n? This is wild.
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Software Snack Bites #17: Constellation Software & Org Design - Why $CSU.TO makes 💵 - How CSU's competitive advantage is more of a function of org design than anything else - What can we learn from the org design and how does it help CSU operate shomik.substack.com/p/constellatio
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Yes! This is essentially counter positioning against traditional PE. Why fight over big deals when you can crush smaller players at tiny deal sizes, but at scale? How did you come across this info, btw? Leonard doesn't seem to write about org design in his letters.
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