Investment Approach
Investment Thesis
We target profitable, technology-enabled businesses positioned for sustainable growth and market leadership.
Target Sectors
We focus on three core sectors with proven economics and clear growth trajectories
Tech-Enabled Services
Businesses leveraging technology to deliver traditional services more efficiently — from logistics to healthcare.
•$50M+ Revenue
•20%+ Margins
•Recurring Revenue
Digital Platforms
Marketplace and SaaS businesses with network effects, strong unit economics, and defensible moats.
•10K+ Users
•LTV/CAC > 3:1
•High Retention
Automation-Driven SMBs
Small to medium businesses where operational automation can dramatically improve margins and scale.
•Proven Product
•Stable Cash Flow
•Growth Potential
Investment Criteria
Key metrics we evaluate in every potential acquisition
$5M - $100M
Revenue Range
15%+
EBITDA Margin
20%+ YoY
Growth Rate
Top 3
Market Position
Value Creation Framework
How we compound value across portfolio companies
3-5x
Revenue Growth
Over 3-5 years
+500bp
EBITDA Expansion
Margin improvement
25%+
IRR Target
Net to investors
Does Your Business Fit Our Criteria?
We're actively seeking new opportunities. Let's explore how we can work together.
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