Focused Strategy

  • Long-Term Capital

    We invest for the long-term; we’ve guided many of our portfolio companies to IPO or acquisition—and beyond.

  • Concentrated Portfolio

    Making just four to five investments per year, we run a concentrated portfolio to ensure every company we back receives the resources it requires.

  • Value-Add Partner

    We leverage our Global 2000 network, extensive experience, and operational expertise to drive value.

Target Investment Criteria

  • We've been partnering with founders of industry-disrupting, fast-growing tech businesses since 2006, working with companies that have strong product-market fit and generate $5 million to $100 million-plus in annual sales. We typically take minority stakes, investing between $20 million to $100 million.

  • Investment Size

    $20 million to $100 million

  • 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
  • Structuring Approach

    • We support without seeking control. We are minority investors, with a lead investor mindset who take board representation.
    • We provide capital for growth/expansion, acquisition financing, optimizing capital structure and shareholder liquidity needs.