Investment Criteria

Where We Invest

Target Industries

  • B2B Software
  • B2B Services
  • Subsectors of particular interest – HCM, HIT, Digital Marketing

Transaction Profile

  • Focus on control investments (with flexibility to make minority investments in certain situations)
  • Mixture of primary and secondary capital
  • Flexibility to accommodate the diverse situations of business owners
  • Prefer to be the first meaningful outside institutional investor

Target Company Characteristics

  • $3M+ revenue with recurring characteristics and minimal customer concentration
  • 40%+ gross margins
  • Profitable
  • Headquartered in the U.S.
  • Passionate leadership
  • Addressing big problems with differentiated solutions
  • Defensible competitive advantage