Approach
We employ a collaborative, tailored approach to each business we partner with, with the intention to help them achieve their ultimate goals
Our Specialization
We partner with bootstrapped, capital efficient technology businesses that are at an inflection point and ready to lead their teams to the next phase of growth
We partner with bootstrapped, capital efficient technology businesses that are at an inflection point and ready to lead their teams to the next phase of growth
Software & Tech Enabled Services
Mission-critical solutions addressing known pain points and demonstrating clear customer ROI
Bootstrapped, Capital Efficient
Profitable or near breakeven, with alignment through meaningful founder and management team ownership
Product-Market Fit
$5M+ revenue and 20%+ revenue growth with clear customer adoption
Inflection Point
Founder and management team ready to bring on a partner to pursue the next level of growth
Use of Proceeds
We understand there are a variety of different initiatives you can be solving for
We understand there are a variety of different initiatives you can be solving for
We approach our investment with a flexible lens, allowing you and your team to solve for your specific needs. We invest as little as $10 million, and up to $100 million.
Growth Capital
Whether it be to build out go-to-market, make an acquisition, simply bolster the balance sheet, or anything in between, we provide capital to invest in your business’s future.
De-Risking Capital
Oftentimes our partners have a desire to take some chips off the table so that they feel comfortable doubling down on the opportunity ahead.
Recapping Capital
Sometimes there is a need to clean up a cap table or balance sheet; we are open to providing liquidity to early shareholders, inactive team members, or to pay down debt.
Value-Add
We employ gameplans, not playbooks
We employ gameplans, not playbooks
We are not prescriptive. We leverage our experience to collaborate with management to build a tailored gameplan that will drive enterprise value creation and growth.
Trusted Confidant
Trusted Confidant
Being the founder of a bootstrapped business can be lonely. Most founders/CEOs want a partner to bounce ideas off, celebrate wins with, and call when times are tough. We strive to earn that role.
Talent & Organizational Design
Talent & Organizational Design
The most valuable asset a technology company has is its people. We collaborate with management to assess the organization’s strengths and gaps, determine what is needed, and identify (and attract) the right talent.
Go-to-Market
Go-to-Market
This is typically the most under-funded and under-resourced function within a bootstrapped business, which means it often falls to the founder/CEO. We help establish an enterprise sales function/strategy, find the right leader, and build out the appropriate team.
M&A and Partnerships
M&A and Partnerships
Acquisitions can be a significant lever for growth, with benefits such as product, market share, or geographic expansion. We help market map, source, negotiate, diligence, and fund these deals. In a similar vein, we help companies forge strategic partnerships, often with large corporations, to amplify distribution while integrating closely with potential acquirers.
Scalability
Scalability
We understand that successful, bootstrapped businesses often hit a point where their topline growth outpaces the evolution of the entire organization. We are here to help ensure that all “i’s are dotted and t’s are crossed” as your business scales, including build-out of a formal board of directors, accurate forecasting, data reporting, and operational best practices, amongst others.
Strategy
Strategy
As a trusted partner, it is our job to empower you to execute on your long-term vision. We help elevate focus on critical initiatives that often get mired in the minutiae of growing a business. Whether it be product expansion, pricing, or evolving market dynamics, we are here to help you define and execute on where you want your company to be over the mid and long term.
Network
Network
Built over multiple decades, we have an extensive and deep network of company founders, executive talent, advisors, board members, lawyers, lenders, and investment bankers.
Exit Preparedness
Exit Preparedness
When it comes time to exit, we help manage the process to align with all shareholders’ goals, including optimizing valuation and finding the right next home for the business. To make this happen, we ensure that a company has all its “ducks in a row” before an exit, is carefully considering market timing, and is selecting from the best advisors.
