Co-founder of Arbio, an AI-first property manager for holiday homes that acquires and automates fragmented property management portfolios across Europe. Started the company straight from university, grew to 30 acquisitions, 2,000 properties managed, and a team of 60.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
By acquiring fragmented holiday home property managers and layering AI agents for pricing, guest communication, and operations orchestration, Arbio converts labor-intensive 15% margin businesses into automated 70% EBITDA platforms, with 30 acquisitions proving the model and a target of 12,000 properties by year-end.
Atlantic Labs was the sole early believer in Arbio's AI-enabled rollup model for holiday rentals, investing when the broader VC market was burned by failed FBA aggregator rollups and rejected the concept entirely.
Ilya (led by Dan) is one of the few companies that has demonstrated the AI rollup model works at scale, validating the broader thesis that acquiring sticky customer bases and applying AI drives outsized returns.