Permanent Capital Partners with No Exit In Mind
Committed capital with no financing contingency.
We are a team of operators and technologists who scale SaaS products and work alongside founders to unlock growth. We work with a team of seasoned SaaS operating executives with decades of experience scaling Software from 5M to 50+M of ARR
Seasoned technologists.
Developed high throughput software systems that millions use daily. Ran large-scale AI and ML projects. Product and Engineering leaders.
Seasoned software operators.
Served as serial enterprise SaaS CFO leading through key growth stages of high growth multi-billion enterprise value software companies.
Successful entrepreneurs.
Founded and ran software companies from a “back of the napkin” idea to successful exit.
M&A experts
Led M&A transaction teams at one of the world’s largest law firms and most successful venture capital firms.
Capital allocators
Raised and invested hundreds of millions of dollars.
Seasoned investors
Served as private equity investor in more than 100 middle-market transactions.
Investments & acquisitions.
Our team has invested in more than 100 middle-market PE buyouts.
LOI and closing maximum.
We're stubbornly committed to a maximum of sixty days between LOI and closing.
Experience
Our team has over fifty years of SaaS building and operating experience.
Investment Criteria by the Numbers.
Growth*
10-50%
We look for growing, healthy SaaS businesses. If you're not there, let's create a plan to get there.
*not required.
Annual Retention
90%+
We prioritize high Gross Revenue Retention (90%+) and Low Churn (<10%) on a cohort basis with happy, sticky customers.
Profit Margin Preferred*
10-40%
We focus on either achieving profitability or having a clear plan to get there.
*not required.
Recurring Software Revenue
70%+
Our strike zone is growing, profitable SaaS companies with +70% annual recurring revenues.
ARR
$2-30M
We're all about long-term success, and if you're not there yet, let's build a relationship to get you there.
Location agnostic
We are agnostic to geography, industry, and whether founders stay as part of our growth plans or leave to start their next venture.
