Acquiring Carveouts + Startups Since 2017
Our ethos is to invest our time and money into businesses to meaningfully impact the trajectory of a company.
We approach every project with an active ownership mindset. In practical terms, this means that we enjoy getting involved in every aspect of an enterprise. Getting the small things right leads to getting the big things right.
We are entrepreneurs/operators first. Investors second. We have - by turns - been starting, running, failing, and succeeding in software-oriented businesses for 20+ years. Read about our leadership here.
Our Criteria
US-based businesses (or at least US-based revenue).
$2M+ in recurring revenue with happy customers who stick around.
Application layer businesses. No deep tech, cybersecurity, AI, IP or uncommercialized tech.
Profitable, or at least have a sightline to profitability.
We love add-ons to existing portfolio businesses.
Learning more about how we do business on our blog.
Sell a company to us. We ♡ investment bankers.