Investment Criteria
We invest in ambitious services and technology companies where our operational and industry expertise can help accelerate value creation.
Early Stage Venture
- —Reputable lead investor in place with terms set
- —$1M+ of annual revenue (recurring or re-occurring) with at least 10+ customers and potential to reach $100M in annual revenue
- —Demonstration of strong product/market fit and recurring, sticky product usage
- —High barriers to entry and competitive moat
- —SMB, mid-market, or enterprise customer base (we don’t invest in B2C companies)
- —Software/AI-driven business model with high gross margins and rapid growth potential
- —Strong founding team with full-time technical co-founder in place
- —$1B+ (and growing) total addressable market
- —24+ months of runway post-funding
Later Stage Venture / Private Equity
- —Reputable lead investor in place with terms set
- —$1B+ (and growing) total addressable market
- —Software/AI-driven business model or services business model that can benefit from software/AI
- —Low cyclicality
- —$10M+ of annual revenues
- —$1M+ of annual EBITDA
- —5%+ organic revenue growth
- —Fragmented market with opportunity for consolidation via M&A
