Thesis-Driven Capital. Sector Mastery. Repeatable Outcomes.

We invest in enterprise-grade technology platforms that enable digital transformation across legacy industries. Our mandate targets scalable businesses with defensible IP, recurring revenue models, and mission-critical functionality. We focus on vertical software, infrastructure technologies, and applied AI with real-world utility.

• Enterprise Software & SaaS   B2B platforms with strong unit economics, vertical specialization, and embedded workflows. Includes ERP, field service management, and industrial automation software.

• Cloud Infrastructure & Cybersecurity   Scalable solutions supporting data integrity, network resilience, and secure enterprise operations. We prioritize platforms with high retention, compliance tailwinds, and integration depth.

• Applied AI & Machine Learning   Technologies that enhance decision-making, automate workflows, and optimize asset performance. Focus on AI with measurable ROI in energy, manufacturing, logistics, and real estate.

• Industrial IoT & Automation   Connected systems driving operational efficiency, predictive maintenance, and real-time analytics across field assets and facilities.

• PropTech & Real Estate Tech   Platforms digitizing asset management, tenant experience, and operational workflows in real estate portfolios.

• Vertical Integration & Data Platforms   End-to-end solutions aggregating data across fragmented workflows, enabling actionable insights and strategic control.

Execution Themes

Our value creation strategy in high-tech is built on product-market alignment, scalable architecture, and institutional-grade governance. Core execution levers include:

• ARR Growth & Churn Reduction   Optimizing pricing, customer success, and retention strategies to drive top-line expansion and margin improvement.

• Go-to-Market Optimization   Enhancing sales efficiency, expanding channel partnerships, and refining segmentation to accelerate adoption.

• Product Development & Roadmap Discipline   Prioritizing features that drive engagement, reduce friction, and expand TAM — with clear sprint cycles and engineering KPIs.

• Talent Upgrades & Organizational Scaling   Building leadership across product, engineering, and GTM functions with performance-based incentives and governance structure.

• Exit Structuring & Strategic Positioning   Preparing platforms for acquisition by strategic buyers or sponsor-backed roll-ups, with diligence-ready financials and scalable infrastructure.