We believe AI will transform most traditional verticals and the SaaS and service businesses that serve them. Our private market investments are focused on the funds and companies that make this happen.
Investment Focus
- VC and private equity funds investing in vertical AI
- AI-augmented professional services and rollups
- AI-native vertical SaaS platforms
- Intelligent automation and workflow tools
- Infrastructure enabling the next generation of AI applications
Partnership Approach
We take a long-term view and partner with the investors and entrepreneurs who understand both the promise and the practical constraints of AI. We bring a seasoned and relationship-driven approach shaped by decades of building and investing.
Portfolio Philosophy
We look for business and investment theses with a clear path to sustainable margins, defensible data advantages, and products customers will pay for today.