Focused Strategy

  • 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

  • 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

  • Value-Add Partner

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

Target Investment Criteria

  • Investment Size

    $15 million to $100 million

  • Company Characteristics

    • Established product-market fit
    • Substantial customers & a large TAM
    • Strong teams with shareholder alignment
    • 20%+ growth
    • ~$10-50M of revenue; recurring or reoccuring
    • High customer retention
    • Strong market position, with competitive moats
    • Solid unit economics
  • 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