Outliers is a monthly podcast and blog covering the world of venture capital in the managed service provider (MSP) industry with a focus on next-generation software and AI.
We cover the latest technology and thought leadership with the "who's who of MSP". Hear from Top Down Ventures' general partners, portfolio companies and limited partners along with market leading executives and investors. Outliers provides family offices, fund of funds and high net worth investors with a deep dive insider's view into the $500B managed services industry set to double by 2030!
We know the world has enough “MSP expert” best practices podcasts, so Outliers is the opposite - built for investors to understand the massive opportunities in a little known industry that dwarfs SaaS!
The format is meant to entertain and inform - Intro, what’s new, Top Down partner profile, special Outlier guest, Magic Quadrant panel Q&A
What investor doesn’t want to bet on the Outlier? Read our monthly blog on what’s next at the intersection of MSP, SaaS and AI and where to place your bet. Get the insider’s view on how and what technology enables MSPs to cross the chasm to the next-gen digital work world. Read our latest blog below.
Exploring Strategic Alternatives in the MSP Space
“Exploring strategic alternatives” has become the go-to phrase when companies hit scale, but in the MSP space, the path to IPO or acquisition has been anything but typical.
In this post, we explore:
• Why MSPs are now seen as the operating system for global SMB tech,
• What’s holding back exits at the top of the market,
• How different buyer groups—from GSIs to AI leaders—are sizing up the space,
• What it will take for the MSP industry to produce its own Shopify.
We unpack it all in the first Outliers blog of 2026.
