Investment
Strategy

What We Look For

  • Significant Management Ownership

  • $10-$100M revenue ($8M+ recurring)

  • Sustainable or Expanding Gross Margins

  • Flexible Structures & Downside Protection

  • Minimal Leverage

  • 20%+ Growth

  • EBITDA+; Path to Profitability

  • Measurable ROI/ Clear Competitive Advantages

  • Industry Domain Expertise

  • Capital Used for Scaling

Investment Principles

  • 01

    Focus relentlessly on assessing product-market fit and growth potential. We validate the solutions through our deep understanding of the space and access to target enterprise user base instead of looking solely on burn/retention metrics.

  • 02

    Ensure our picks have a shot of becoming category-defining businesses because they are solving real problems in hard-to-access spaces.

  • 03

    Unlock those spaces for them through customer intros to decision-makers.

  • 04

    Only invest where we have significant information advantage & ability to add value through our unique network and can meaningfully contribute to hiring, product development, sales strategy, and M&A opportunities.

  • 05

    Leverage opportunities for cross-portfolio collaboration & operational history within sub sectors.