Sector thesis
We invest in software markets where technical differentiation and distribution discipline can create durable category leaders.
Replace with your thesisWe focus on the most promising and highest quality startups and scaleups irrespective of stage and sector.
We have invested in over 50 startups and scaleups with strong top quartile historical performance. We pride ourselves on remaining at the cutting edge of technology which allows us to identify and invest in the highest-growth opportunities in North America.
Most returns in venture capital are provided by a very small number of extremely successful startups. We focus on identifying and gaining access to these unique opportunities without excessively limiting our investments due to stage, thesis, geography and other parameters that are not directly related to performance.
We invest in software markets where technical differentiation and distribution discipline can create durable category leaders.
Replace with your thesisWe typically lead or co-lead seed rounds and continue supporting companies through Series A and beyond.
Clarify your stageOur model combines operator insight, customer access, and disciplined governance from company formation through scale.
State your edgeBest-practice guidance for VC websites recommends making the investment process visible, including how founders should approach the firm, what the review timeline looks like, and what steps follow if there is interest.
We review all inbound submissions against stage, sector, and market criteria.
Relevant opportunities move to a partner conversation focused on product, market, and team.
We evaluate customer need, technical differentiation, and the company's path to scale.
Founders receive a timely response with a clear next step, whether or not we proceed.
Discipline in selection, conviction in partnership, and long-term alignment with founders.
Use this band for a short institutional statement, LP-style credibility line, or founder testimonial.We will respond to all inquiries as soon as possible.