Ilia Drozdov (referred to as Ilya) is a co-founder of Dwelly. He moved to Hull with his family for 15 months to operate their first acquired agency. He articulates the AI-enabled roll-up thesis, emphasizing automated integration speed and capital efficiency versus traditional private equity roll-ups.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Dwelly acquires local lettings agencies and migrates them onto a shared AI infrastructure that automates compliance and property management, enabling scalable yet customized service delivery. The hybrid human-AI model creates defensibility in a fragmented £10B UK market with European expansion potential.
EQT, a veteran of large-cap buyout roll-ups, is applying its expertise to AI-native services companies, recognizing that service businesses require fundamental rewiring through AI and that founder energy from day one is critical for transformation success.