Our pillars when investing

Management & Organization

Focus & Prioritization

Alignment

Team Depth & Succession

Management & Organization

Focus the team on two to three top priorities and set clear expectations
Align leadership and functions around shared goals and instill a culture of accountability and growth
Build a scalable org structure by eliminating complexity, elevating product, and unifying marketing, sales, and customer success

Value Creation

API-Led Growth

Efficient Go-to-Market

Market Expansion

Value Creation

Resources and support to drive API-led growth across product, GTM, and operations
Disciplined go-to-market approach focused on sales efficiency, segmentation, packaging, and potential for product-led motion
TAM expansion through programmatic distribution, adjacent use cases, and focused product strategy

Operational Excellence

Data Resiliency & Reporting

Recruiting & Retention

Customer Success & Expansion

Engineering & Development

Operational Excellence

Operational playbook and relationships to institutionalize processes and build a high-functioning organization
Senior advisors and operating partners to coach leaders and provide operational support where needed

How we work with companies

We help companies with API-led growth, go-to-market efficiency, and focused expansion. We drive toward the two or three critical decisions that create the most long-term value for stakeholders and commit all our resources to aligning the organization and executing.

Investment Criteria

API-Led Growth

API-led growth as the key driver of value across the organization

Drive company-wide alignment around API-led growth and an extensible platform strategy.

We support execution across three core API models:

Collaboration: APIs that enable partnerships with software platforms, systems integrators, managed service providers, and customers
Ecosystem Access: APIs that expose complex networks of data or transactions to external developers
Enablement: APIs that extend core functionality—data, workflows, or services—for others to build on

Efficient Go-to-Market

Go-to-market focused on efficiency and potential for a “bottoms-up” motion

Align go-to-market strategy with product, core segments, contract values, and sales cycles, while optimizing for efficient payback and long-term customer expansion.

GTM focus areas include:

Ruthless focus on ICP and organizational alignment
Reducing spend on low-conversion or marginal channels
Building a scalable data model and attribution methodology
Investing in thought leadership, product marketing, and channel partnerships

Market Expansion

Market expansion driven by API-led product strategy and key market adjacencies

Support TAM growth through disciplined platform expansion and API-led leverage.

Expansion drivers include:

Exposing core capabilities via APIs to unlock new or long-tail use cases
Deepening segmentation of existing markets to refine positioning, pricing, and packaging
Entering adjacent verticals with strong referenceability and product fit
Driving adoption through strategic platform improvements while avoiding feature creep