We invest in resilient software and services with compounding advantages — partnering with founders to build category leaders.
We look for products with strong unit economics, repeatable demand, and defensibility via data, workflow lock‑in, or network effects. We prefer pragmatic growth over vanity metrics and align with operators who value integrity and transparency.
Data flywheels, embedded distribution, and ecosystem gravity.
Path to profitability with disciplined reinvestment.
Hands‑on help with GTM, hiring, finance, and partnerships.
Vertical software with recurring revenue and low churn.
Tooling, data, and orchestration for applied AI.
Digitization of logistics, energy, and specialty services.
Partner
Partner
Partner
Email us at [email protected] or use the form below.