Focused Strategy
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Long-Term Capital
We partner with passionate management teams to build companies for the long run; we continually reinvest in our companies to support their growth
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Concentrated Portfolio
We’re business builders, not just deal makers; we make 3-5 investments per year, ensuring senior partner focus and deep involvement in each company
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Value-Add Partner
We leverage our Global 2000 network, extensive experience, and operational expertise to drive value
Target Investment Criteria
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Investment Size
$15 million to $100 million
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Company Characteristics
- Established product-market fit
- Substantial customers & a large TAM
- Strong teams with shareholder alignment
- 20%-100%+ growth
- Generally recurring or reoccuring revenue
- High customer retention
- Strong market position, with competitive moats
- Solid unit economics
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Structuring Approach
- We generally seek an influential minority ownership position with board representation
- We provide capital for growth/expansion, acquisition financing, optimizing capital structure or shareholder liquidity needs