We focus on founders building technologies that are redefining legacy industries
We invest for the long-term; we’ve guided many of our portfolio companies to IPO or acquisition—and beyond.
Making just four to five investments per year, we run a concentrated portfolio to ensure every company we back receives the resources it requires.
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.
$20 million to $100 million
Established product-market fit
Substantial customers & a large TAM
Strong teams with shareholder alignment
Generally recurring or reoccuring revenue
High customer retention
Strong market position, with competitive moats
Solid unit economics
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.