Enduringly profitable, founder-led businesses.
We focus on businesses with strong customer relationships, recurring or highly repeatable revenue, and room to grow.
Sustainable profitability
At least $1.5M of annual investable cash flow to support growth, or a clear path there within 12–18 months.
Recurring & predictable
Revenue that is meaningfully recurring, contractually committed, or otherwise reasonably predictable.
Focus Areas
Platform Ecosystem Partners
Businesses that implement, customize, support, or extend leading enterprise software platforms.
The customer relationships, the implementation expertise, and the product IP are the business; we invest in keeping them.
Systems of Record & Mission Critical Data
Software businesses that serve a specific industry or workflow exceptionally well; the system of record a company opens daily.
When a product runs a customer's day, a small, loyal base is a moat, not a risk; we won't raise prices or starve the roadmap to hit a number.
Tech-Enabled Services
Operationally critical service businesses that use technology, data, or specialized expertise to deliver critical outcomes.
The technology, the data, and the people who deliver it are the value, not a headcount to trim; we grow by adding capacity, not cutting it.
Platform Ecosystem Partners
+
Businesses that implement, customize, support, or extend leading enterprise software platforms.
The customer relationships, the implementation expertise, and the product IP are the business; we invest in keeping them.
Systems of Record & Mission Critical Data
+
Software businesses that serve a specific industry or workflow exceptionally well; the system of record a company opens daily.
When a product runs a customer's day, a small, loyal base is a moat, not a risk; we won't raise prices or starve the roadmap to hit a number.
Tech-Enabled Services
+
Operationally critical service businesses that use technology, data, or specialized expertise to deliver critical outcomes.
The technology, the data, and the people who deliver it are the value, not a headcount to trim; we grow by adding capacity, not cutting it.
A journey built for long-term success.
Great businesses are built through thoughtful transitions, strong relationships, and long-term stewardship.
Transaction
- ›30-minute introductory call
- ›NDA & confidential information exchange
- ›1-hour working session & in-person discussion
- ›Letter of Intent (LOI)
- ›90-day exclusivity & diligence
- ›Transition & growth planning
Transition
- ›Customer meetings
- ›Employee 1-on-1 meetings
- ›Vendor & partner meetings
- ›Process documentation
- ›Leadership transition & stabilization
- ›Clear transition objectives
Growth
- ›New customers and new markets
- ›Deeper product and capability investment
- ›Hiring and developing the team
- ›Operational improvements that don't disrupt what works
- ›Patient, long-term ownership
Phase 01 · ~120 DaysTransaction
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Transaction
- ›30-minute introductory call
- ›NDA & confidential information exchange
- ›1-hour working session & in-person discussion
- ›Letter of Intent (LOI)
- ›90-day exclusivity & diligence
- ›Transition & growth planning
Phase 02 · 3–6 MonthsTransition
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Transition
- ›Customer meetings
- ›Employee 1-on-1 meetings
- ›Vendor & partner meetings
- ›Process documentation
- ›Leadership transition & stabilization
- ›Clear transition objectives
Phase 03 · 3+ YearsGrowth
+
Growth
- ›New customers and new markets
- ›Deeper product and capability investment
- ›Hiring and developing the team
- ›Operational improvements that don't disrupt what works
- ›Patient, long-term ownership