What We Invest In

We look for companies with the following profile:

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• B2B software companies

• $5-$15M in ARR

• Capital-efficient path to scale and profitability​

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With each investment, we look to:

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• Make $5 to $10M minority investments

• Lead rounds (we frequently partner with existing investors to price new rounds)

• Participate actively - BoD seat always

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Our Evaluation Criteria

1.0

Proof of Product Market Fit

We dig deep to understand your customers by segment and why they buy.  And we look for founders with deep customer insights and the discipline to focus where the pain is most acute.  

2.0

Poised for Growth

We look for a vein of gold we know you can mine to get to scale and sustainability without betting on new products or markets.  And we look for unit economics and retention numbers that warrant an investment in growth.  

3.0

Positioned to Succeed

We pay close attention to culture and a founder's ability to build a high performing, inclusive team.  We're also looking for a realistic, achievable, and capital-efficient plan to reach scale and profitability.

4.0

Positive Influence & Alignment

Mutual trust with the founders we back is critical, and we work to ensure incentives are aligned all around.  We look for opportunities where our experience and relationships can help.