Strong Traction
Proven demand, renewing enterprise customers, recurring or repeatable revenue, and technology that is integral to how value is delivered.
We invest where we have operated - in founder-led, tech-enabled services businesses. Our edge is the ability to diagnose what holds a good business back, install institutional discipline, and execute from inside the company.
Founder-led businesses between $10M and $25M in revenue represent a compelling segment of the lower middle market. These companies have typically built strong products, loyal customers, and meaningful revenue bases, creating a solid foundation for future growth.
We believe the greatest opportunity lies in partnering with management teams to help scale what is already working, bringing additional operating expertise, governance, talent, and strategic resources to support the next phase of growth. Our returns are driven by operational execution, organizational development, and value creation initiatives rather than leverage or market-driven outcomes.
We invest in AI-driven, tech-enabled businesses with genuine traction and identifiable execution gaps - companies where active, hands-on operating partnership can materially change the growth trajectory.
Proven demand, renewing enterprise customers, recurring or repeatable revenue, and technology that is integral to how value is delivered.
Underdeveloped financial controls, pricing, unit economics, go-to-market discipline, customer success, and leadership infrastructure - gaps our operating system is designed to close.
Revenue $10M - $25M with EBITDA from breakeven to $5M+. Control-oriented investments or structured minority positions with governance and protective rights.
A platform where AI can be deployed quickly to improve throughput, quality, margin and delivery capacity without rebuilding the business from zero.
Our approach turns operator judgment into a repeatable, measurable system: a diagnostic before every investment, an operating model installed inside every company, and a portfolio-wide flywheel that compounds the results.
Our People, Resources, Operations, and Processes architecture — a vetted bench of operators (CFOs, CROs, CTOs, transformation leads), shared services and best practices, disciplined operating cadences, and documented playbooks deployed inside every portfolio company.
Knowledge, talent, technology, vendor leverage and commercial relationships shared across the portfolio. Solutions developed in one company are codified and redeployed across others to expand market access, reduce costs and accelerate execution.