Our investment approach is rooted in a partnership mindset, with a hands-on, operational focus that seeks to maintain what makes your B2B software business special while pulling the appropriate levers to help grow and scale your company into a market-defining enterprise.

We are focused on partnering with mission-critical application software businesses within vertical SaaS that operate in hands-on, skilled trades, and essential industries typically characterized by legacy manual solutions with ample greenfield opportunities.

Additionally, our targeted focus extends to our portfolio management philosophy, where we seek to maintain a concentrated strategy of 7-9 companies per fund. Adhering to this philosophy ensures we provide our undivided attention to accelerating each of our companies’ growth trajectories.

Our dedicated operating partners work collaboratively with the investment team and portfolio companies to develop and execute a tailored value-creation plan. With deep expertise in scaling middle-market and lower-middle-market businesses, our operating partners streamline operations, implement scalable processes, and accelerate growth.

In tandem with organic growth initiatives, we leverage strategic M&A to expand market share, enhance product offerings, and seek to drive long-term success for our companies.

Our team prioritizes proactive, outbound sourcing efforts, dedicating significant time and resources to identify attractive markets, develop a compelling thesis around the market, and uncover category leaders within them. We become thought leaders in all our target sectors, providing keen insights and demonstrable value to all stakeholders.