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

Vocap Insights

Vocap Insights