Why Technology
Software is eating the world. Every business is becoming a software business, and the companies building the infrastructure, tools, and applications of tomorrow are creating asymmetric returns for early investors.
From cloud-native SaaS platforms to AI/ML-driven automation, cybersecurity, and developer tooling — the technology sector continues to compound at rates that outpace traditional sectors. We focus on businesses with recurring revenue, strong network effects, and defensible moats.
Our Investment Thesis
We invest in technology companies at inflection points — post-product-market fit, pre-scale saturation. Our focus is on B2B software, AI infrastructure, and emerging technology platforms that solve real operational problems for enterprises.
We prefer businesses with high switching costs, recurring revenue models, and clear paths to profitability. We avoid pure speculation and hype-driven valuations.