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.
Vertical Markets
Insurance Manufacturing Education Construction & real estate Managed services Restaurant, travel & hospitality Commercial & consumer services Financial & professional services
Horizontal Platforms
Transaction processing Monitoring & inspection Compliance & risk Business process outsourcing Back-office & accounting Supply chain & logistics Sales & customer management Human resources