Operating Approach

Value Creation Approach

We Help Founders Unlock the Next Phase of Growth, Without Losing What Makes Their Business Great

We invest in high-quality, founder-led B2B companies with recurring or repeatable revenue — including SaaS, MSPs, and service-based businesses. Whether you're looking to fully exit, de-risk, or accelerate growth, we bring more than just capital. We offer a tailored, founder-aligned approach designed to protect your legacy, support your team, and unlock the next stage of growth on your terms.

What We Believe

How We Help You Win

We’ve distilled our value creation approach into five key levers. Depending on your goals, we activate one or all of them — with your input, not against your instincts.

Value Lever
What It Looks Like
Go-To-Market & Sales Ops
Implement repeatable sales motions, improve pricing, launch channel/partner programs.
Customer Retention & NRR Growth
Diagnose churn drivers, improve onboarding, activate expansion revenue via CS playbooks.
Revenue Optimization
Help productize service offerings, standardize SOWs, and increase monthly recurring revenue (MRR).
KPI Dashboards & Metrics Clarity
Build visibility into MRR, churn, LTV/CAC, utilization rates, margins—whatever drives your business.
Strategic Acquisitions
Add-on M&A when it fits. We help with sourcing, diligence, integration planning.
Capital for Growth
Invest in product, systems, or team—without asking you to stretch thin.

Flexible Transitions for Founders

We tailor every transition to the founder’s goals. Whether you want to stay on, roll equity, step into a board role, or fully exit—we make it seamless and respectful.

Why Founders Choose Us

With Us
With Others
You get full liquidity without compromising your company’s future
You may have to stay involved longer than you want or accept restrictive terms
Your team and customers are supported with care, not disrupted by change
Teams often face layoffs, culture shocks, or aggressive cost-cutting
We tailor transitions around your personal goals — whether full exit or phased
Others treat full exits as one-size-fits-all deals
You leave behind a business that’s positioned for sustainable growth
Others may push short-term gains at the expense of long-term value
You protect your legacy with a partner who values what you’ve built
You risk your company becoming just another asset in a portfolio

Let’s Build Something Enduring

We’re investing in your life's work — and helping it become a market leader in its category. We'd love to hear your story. Whether you’re ready to sell now, in 3 years, or just exploring what’s next. Our conversations are low-pressure and founder-first.