CEOs we partner with are actively rethinking how to best leverage AI to generate more value for their customers. Here's the thing: there's a window to act, and if you don't, you're too late to seize the opportunity. Doing nothing likely leads to being the prey. Being proactive about your AI strategy gives you a chance to be the predator.
We're not here to hand you a presentation and wish you luck. We jump in the weeds with your team on the work that may actually move the business forward.
Have you heard AI is bad news for vertical software? We think the opposite. We believe that the companies that own the workflow, have the data, and have already earned their customers' trust are better positioned than ever to extend their lead.
The real differentiator now is execution and the willingness to fully commit to the organizational and product changes this new reality demands.
Software valuations seem to be splitting in two - with premiums for the AI innovators and discounts for the laggards. We believe companies that build valuable AI use cases into the core of their product can be worth more vs. companies that layer a chatbot on top.
We help our companies become innovators by rethinking the product, pricing, and how they sell around what AI can actually make possible.
Every CEO we partner with knows AI matters. The hard part isn't deciding to act, it's building the muscle to reimagine how the company builds, sells, and operates.
That's where we live - embedded with your team. Bringing deep operating experience across product, engineering, GTM, M&A, talent, and AI to help complete the work that changes the trajectory.
Across the portfolio, our companies are putting AI to work. Agents that resolve customer issues without human intervention. Migration timelines cut by more than half*. Engineering teams where 95%* of R&D uses AI every day.
We bring the strategy, the people, and the experience to help you do the same.
We’re looking for company #19 to partner with. Your success will make a direct impact on our own firm’s success - we are in this for the long haul.
Most, but not all, of our current and prior investments have executed an M&A strategy with our help. With the right partner, M&A can accelerate product roadmaps or open doors to new customers, geographies, and markets.
In a growing bootstrapped company, hiring the right person can be a make-or-break decision. We can help you identify hiring needs, engage the best resources, filter stacks of applicants, and get prospective hires excited to join your company.
*Portfolio company outcomes referenced reflect specific examples and are not indicative of overall fund performance or future results.
