We’re excited to share the latest edition of the Top Down newsletter, featuring fresh investments, portfolio milestones, and the growing momentum across the MSP-focused ecosystem. Dive in to catch up on the latest and see what’s ahead in 2026.

Corporate venture capital (CVC) has quietly powered growth for the world’s biggest tech firms, but in the MSP world, it’s been nearly absent - until now. In this post, we explore: • Why MSP platforms are increasingly exploring CVC programs, • Common barriers to building a CVC in-house, • How our CVC-as-a-Service model helps platforms tap into next-gen tools faster, • Real-world example: How ScalePad partnered with Top Down to accelerate strategic acquisitions. We explore it all in our final Outliers blog of 2025.

Top Down Ventures is proud to announce its strategic investment in UKON, the newly rebranded cyber‑insurance marketplace purpose-built to unite Managed Service Providers (MSPs) and insurance agents at the intersection of trust, protection, and growth.

Top Down Ventures, the first venture capital firm dedicated entirely to the managed services (MSP) software ecosystem, today announced the launch of Vibe Studio, a $2 million AI-first venture studio designed to co-build and fund early-stage founders building AI-native tools, platforms, and services for the MSP and SMB markets.

The report traces the managed services industry’s evolution across three epochs: Bootstrapping, Private Equity Industrialization, and Capital Efficiency and Intelligence, and identifies a fourth now emerging: the Next-Gen MSP. It explores how investors are transitioning from traditional financial engineering to operational intelligence, embedding automation and AI within portfolio companies to drive efficiency and value creation, rather than relying solely on consolidation for growth.

From friends & family to PE and Wall Street - Mark Scott breaks down the investor landscape for MSPs and SaaS founders, plus how to align expectations across the journey. Why is a $700B industry still overlooked by most VCs? How should founders manage investor relationships - and how should investors better support founders?

Top Down Ventures is proud to announce the launch of MSP2MVP, or M2M, a research-based media platform designed to help MSPs solve complex challenges with confidence. By combining deep research with free AI-enabled micro-apps, M2M delivers actionable tools and methodologies MSPs can use immediately.

From the cloud shift to cybersecurity, MSPs have weathered multiple waves of change. But AI is different - this is a Supercycle: a multi-year, industry-redefining transformation that’s reshaping not just how we work, but how we define managed services entirely. In our latest MSP Outliers Blog, we unpack the Managed AI Supercycle - why this wave is bigger than cloud, and how MSPs can turn AI anxiety into a competitive edge.

Top Down Ventures is pleased to announce its strategic investment in zofiQ, an AI‑native platform purpose‑built for managed service providers (MSPs) to drive intelligent automation across their operations. With this partnership, zofiQ is poised to transform MSP operations by embedding intelligent agents into existing PSA/RMM workflows, enabling thousands of SMB‑focused providers to automate work at scale.

Top Down Horizons is the industry-first MSP investor summit bringing together top institutional and high net worth investors with the leading managed service providers, aggregators and software companies. The 2-day, by invitation only, event occurs on November 17-18, 2025 in Scottsdale, Arizona.

This month’s blog dives into investing in cybersecurity from every angle - investors, vendors, MSPs, SMBs, and even hackers. We explore why successful MSSP exits are so rare, and how AI is reshaping managed security. The takeaway? A growing need for “super-max cybersecurity” from the MSP community.

We live in a digital world. We work in a digital work world. A new generation has grown up entirely digital. So why are so many businesses still operating like it’s the early 2000s? Will the 25-year evolution of managed services be revolutionized by AI in the next 25 months?