More than capital.
We don’t try to be all things to all people, nor do the businesses with which we work. Our sector-focused, thesis-driven approach has led to our success investing in software and technology-enabled services businesses. This specialization enables us to accelerate quickly through diligence and add value from day one.
What we look for
Purpose-built software that helps businesses differentiate on the basis of customer experience, service, or efficiency
Recurring or re-occurring revenue from a diverse customer base with opportunities to expand share of wallet through product enhancement and strategic M&A
Attractive go-to-market fundamentals that can be accelerated to achieve double-digit annual revenue growth during our investment period
Capital efficient with low annual maintenance capex needs and cost-effective customer onboarding dynamics
Highly scalable business models often evidenced by attractive customer acquisition cost, high retention, and compelling gross margins
Assemble and Empower
We believe that the strongest returns come from investing behind great teams. Our first priority is to identify best-in-class talent. Our next priority is to empower them.
- Strategic board building
- Identify the right people for the right seats
- Design compensation strategies that align incentives
- Implement talent development initiatives
Process, Process, Process
Rather than put our hands on the steering wheel, we’re here to help navigate by complementing successful organizations with resources and expertise to enhance operational results. We’ve worked hard to establish a bespoke support network to help optimize key functions within bootstrapped organizations.
- Strategic planning
- Organizational design
- Change management
- Leadership development
- Measurement and monitoring tools and disciplines
We begin with the end in mind. This is why we apply a focused approach to investing that leverages years of domain-specific expertise and extensive expert networks to enhance the legacies of our partner companies.
- Exit readiness
- Strategic M&A
- Sector expertise
- Capital markets support