Focused Strategy
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Long-Term Capital
We invest for the long-term; we’ve guided many of our portfolio companies to IPO or acquisition—and beyond.
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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.
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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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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.
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Investment Size
$20 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 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.