Respect the core
The brand stays. The team stays (we aren't a "replace with low cost labor in another country" shop). When we buy a company, we structure the transition so customers barely feel it and your team shares in the upside.
We grow software that already works
We buy great B2B software companies that were started before 2023, and accelerate them
Focused on continuity.
You built an outstanding product, team, and customer trust. We don't want to replace any of them.
Focus on growth (not just margin)
Many firms buy software companies with a thesis of raising profit by reducing costs, hoping revenue trajectory will continue. Our thesis is completely different: AI creates a once-in-a-generation opportunity to increase revenue growth around an already-successful market position.
Very AI native
To achieve our thesis, we are experts in utilizing AI to improve the operation of existing business, both internally (e.g. sales and customer support) and for product building. It's hard for a $10m revenue software business to be an expert in this stuff -- we are, and we leverage it across the portfolio.
Our criteria
We have developed a specific thesis around businesses that can benefit from the tailwinds of AI.
Software for specific industries
Vertical products with real depth in one field.
$1M to $20M in ARR
We don't have specific requirements around profitability or revenue growth.
Not in crisis mode
If you're conducting a fire sale because your business is melting away because of a new vibe-coded alternative, we probably aren't the right buyer.
High velocity team
We want to layer on top of an already killer team. Most buyers plan to replace teams - we want to find teams that are well-placed for the AI era.
More on how our acquisition process works in the FAQ.
Whatever it takes
No fund clock. Our goal is to own every business forever (of course, not literally, but that's the goal with every company we purchase).
The best business are bought, not sold. We would love the opportunity to learn more about your business.