Approach
We partner with companies to support profitable growth and scalability
Navigating any market environment is easier with a thoughtful investor, advisor and partner. Our singular focus on growing software businesses in the lower middle market sets the stage for alignment with our companies.
We invest in enterprise or B2B software. Within software, we invest thematically—where we have experience, perspective and conviction.
We're partners for the next stage of the growth journey. We seek to embody true partnership among our team, with our investors and with each portfolio company and management team we back.
We seek to create self-sustaining, healthy businesses from the inside out, ready to scale now and into the future.
We’re collaborators, prioritizing alignment of goals and open communication throughout the life of an investment.
Our specialization allows our team to move with speed and conviction. We are equipped to support software businesses and their management teams seeking next-level success.
Software that fills unmet needs across critical business functions, from engagement to marketing to logistics. These opportunities drive value creation and retention.
Foundational software that keeps businesses running day-to-day, ensures compliance, and makes communication across technology systems effective and efficient.
Transformative technology solutions that provide businesses or consumers with better access, security, or affordability in the financial services space.
Organizations fully focused on sourcing, standardizing, and/or delivering powerful, actionable analytics that transform our understanding of individuals and broader markets.
We’re a partner working to optimize outcomes from day one, strengthening partnerships through active collaboration, clear and consistent communication and alignment of goals to build great businesses.
We begin each investment with a strategic framework to align on our winning aspiration, and then turn it into execution plans.
We strive to enhance and empower teams to achieve their next level objectives.
We provide tools and experience to build efficient and coordinated sales, marketing product and customer success operations for organic growth.
We align our companies to industry-leading metrics, enhancing company value.
We emphasize investment in innovation, keeping our companies on the leading edge in their fields.
We pursue value enhancing and strategic acquisitions to accelerate growth.
*There can be no assurances that past value creation approaches will continue and/or will cause similar future results.
