We focus on founders building technologies that are redefining legacy industries
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.