What we look for
We come in as an operating partner, not a fund that only signs checks. We look for companies that already sell, already have paying customers, and have stalled at the same point: the operation grew faster than the controls around it. The bottleneck usually isn't money. What's missing is method, and method is what we bring.
The signs we look for
Already selling
Real revenue and paying customers, with a recurring contract or repeat purchases. We don't invest in an idea, a prototype, or a business plan without revenue.
Operation ahead of its controls
The pipeline fills faster than the capacity to measure, bill, and deliver. That mismatch, not a lack of cash, is the problem we solve.
A team that already runs the operation
There are people running the day-to-day operation. The founder isn't holding it all together alone.
Willingness to open the numbers
A board, a budget, and a comparable monthly report become part of the routine. Anyone who'd rather keep the books closed doesn't fit our criteria.
Technology and management move the result
We prefer operations where ERP, data, and process change the outcome, not commodities decided on price alone.
Sectors where we already operate
Technology and ERP, physical security, dentistry, food, human supplements, and pet supplements. Each of these sectors has already passed our criteria and remains active in the portfolio today. The thesis was never sector-specific: we look at the operation, the team, and paying customers, not the company's line of business. A business from another sector enters the same conversation, as long as the signs above are there.
What we pass on
The list below saves a conversation that wouldn't go anywhere. If any item describes your company today, the right time to reach out is after you've resolved it, not before.
- Pre-revenue businesses or those with only a proof of concept.
- Operations without recurring paying customers, dependent on pilot contracts.
- A partner who'd rather keep the books closed to a board.
- A business dependent on a single customer or a single supplier.
How we evaluate
Every response to the form is read by someone on the team, not filtered automatically. If what you described matches the signs we look for, the next step is a conversation, not a ready-made proposal. That's where we ask what the form didn't: how the operation runs day to day, who decides what, and where controls already exist. Only after that conversation do we run the diagnosis that shows whether investing makes sense, and in what form.
Check size, stake, and timeline
We don't publish a check-size range, an ownership percentage, or a holding period. Every deal starts with a diagnosis of the candidate company, and the size of the investment comes out of that diagnosis, not a fixed table. That conversation happens after the first contact, once we've read what you described in the form.
Ready to talk?
If the criteria above describe your company, the next step is the form. It asks for numbers and context, not a growth promise.