Investments

Software and services categories we target

We target mission-critical platforms with strong market positioning where programmatic distribution drives scale and efficient growth

Transactional Platforms

Software that facilitates transactions and are deeply embedded in customer and vendor workflows

  • Example Platforms: Order management, shipping platforms, payments, marketplaces
  • Example Sectors: Logistics, eCommerce, Restaurants, Financial Services

Systems of Record

Core platforms that captures and maintain daily transactional data to drive revenue, operations, and reporting.

  • Example Platform Types: Vertical SaaS, manufacturing software, practice management software, HR information systems

Data Platforms

  • Software that consolidates disparate sources of data into actionable analytics and insights
    • Example Platforms: Marketing analytics, vertical BI platforms, benchmarking platforms, financial KPI
    • Example Sectors: PropTech, Marketing Automation, DevOps, Finance

Workflow Platforms

Software and services that drive key business processes across teams, systems, and supply chains.

  • Example Platform Types: Order management, remote monitoring, compliance, business process outsourcing, contract management

Sectors we invest in

We focus on sectors that exhibit growing vertical SaaS adoption, proliferation of point solutions producing data, expanding developer presence, and acceleration of digital transactions.

Our preference is for vertical specific solutions or horizontal platforms with a clear end-market focus or niche.
Insurance
Manufacturing
Education
Construction & real estate
Managed services
Restaurant, travel & hospitality
Commercial & consumer services
Financial & professional services
Transaction processing
Monitoring & inspection
Compliance & risk
Business process outsourcing
Back-office & accounting
Supply chain & logistics
Sales & customer management
Human resources