We seek B2B software companies that align with our investment strategy and where we can add the most value.
What We Look For
Strong go-to-market fundamentals
with scalable sales and marketing strategies that can accelerate growth and drive double-digit annual revenue expansion.
Purpose-built software
that provides critical functionality, driving efficiency, customer satisfaction, or competitive differentiation for its users.
Capital efficiency
demonstrated by low maintenance costs, efficient onboarding, and a high return on investment for customers.
Recurring revenue
from a diversified customer base, with clear opportunities to expand through product improvements or strategic acquisitions.
Scalable business models
evidenced by strong customer acquisition metrics, high retention rates, and compelling gross margins, setting the stage for long-term growth.
Our Ideal Company Traits
Headquarters: Based in North America
Funding Stage: Lightly capitalized
Size: $2-8mm ARR
Growth Rate: 15-30%+ annual growth
Retention: 85% GRR
Cash Flow: Near breakeven
