Software and services categories we target

We target four categories of software positioned to scale through API-led growth and provide mission-critical value for customers.

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

Software that captures and maintains critical operational data and workflows

Example Platforms: ERP, CRM, HRIS, CDP, CX/CS
Example Sectors: Commercial Services, Education, Consumer Services, Professional Services, Healthcare, Travel & Hospitality

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 Automation Platforms

Software built to streamline recurring workflows and connect high-value processes across teams, vendors, or systems

Example Platforms: Scheduling, endpoint management, compliance, sales enablement, contract management
Example Sectors: Healthcare, Field Services, Education, Legal, Managed Services

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.

Vertical Markets

Insurance
Education
Construction & real estate
Managed services
Restaurant, travel & hospitality
Commercial & consumer services
Financial & professional services
Manufacturing

Horizontal Platforms

Data & analytics
Transaction processing
Workflow automation
Back-office & accounting
Supply chain & logistics
Sales & marketing
Human resources

Investments