Vertical software
Companies with recurring workflow demand, clear buyers, and room to compound. Products that become core workflows for teams in complex industries.
What we do
Find investable companies. Backing grounded startups.
We surface growing companies across focused categories so you can invest with clearer conviction. We partner early with founders building durable companies across a focused set of categories.
Focus
Where we look. Where we spend time.
Infrastructure
Durable systems with technical leverage and adoption from builders and operators. Practical systems that reduce friction for builders and operators.
Applied AI
AI products where automation improves outcomes, not just demos. Tools where automation makes the product meaningfully better.