Fueling
Entrepreneurs
Early Growth Equity | B2B Software
The world is
shifting up a gear.
The world is shifting up a gear.
The pace of innovation in AI, cloud, modalities, and interoperability is accelerating exponentially.
WE SEEK
entrepreneurs leveraging this innovation to address genuine industry challenges, cutting through the hype to deliver tangible results.
WE DELIVER
capital and know-how to keep the tires on the track of efficient growth and drive great outcomes for all involved.
There is a better way.
We aren’t fans of some key trends in early-stage investing. Funds have ballooned in size and investors are doing many more deals per fund. This over-extends investors and undermines their ability to provide meaningful support to founders. It also feeds a “ unicorn or bust" imperative, prioritizing the fund’s economics over the company’s needs.
If you have found yourself changing your financial projections or the amount of your fundraise to fit what investors want to hear, or if you have wondered where your "value add" investors went after the deal is closed, then you know what we are talking about.
Here’s how we are different:
ALIGNED APPROACH
Stage-appropriate capitalization, efficient growth to minimize founder dilution, multiple paths to a win-win outcome.
TIME INVESTMENT
We do fewer deals per fund so we can commit both our time and our capital to each partner.
EXPERT SUPPORT SYSTEM
We help assemble the ‘team behind the team’ to support founders and accelerate value creation.
EXPERIENCED OPERATORS
Significant early growth experience on both sides of the table enables us to advise on a wide range of scaling challenges.
Our Investment Focus
We look for B2B companies applying AI and the latest software technology to solve real industry problems.
Stage ➜
Proven product-market fit
$2-6 million recurring revenue
Strong & efficient growth (>30% YoY)
Reasonable cash burn
Sectors ➜
Enterprise Productivity
Healthcare IT
FinTech
Supply Chain & Industrial
Media & Entertainment
Structure ➜
$2-7 million initial check
Lead or partner
Reserve capital for follow-on investment
Target 3-7 year exit time frame
Geography ➜
Headquartered in North America
Core focus on Mid-western, Eastern and Southern metros