What we look for
We make ~$100m-$300m+ control equity investments in businesses with ~$25m-$100m of revenue
We focus on companies with one or more of the following structural advantages:
Proprietary data that has the potential to power impactful decisions for customers
Multi-sided network effects
Substantial barriers to entry
(e.g., regulatory requirements, mission-criticality, customer trust)
How We Help Build Companies
In partnership with management, we define the vision for a company and construct the value creation program to achieve that vision, leveraging our three core capabilities: AI, Product & Engineering, and Human Capital
Our portfolio companies' value creation programs center on:
Our integrated Investment and Functional teams work in close partnership with management to enable growth, with an emphasis on the following areas:
Our partnership model involves:



