INVESTMENT STRATEGY

Our investment strategy is venture growth equity, some call it mid-stage venture capital.

The strategy offers the upside potential of venture capital and down risk protections of buyouts (“Growth Equity” Turns Out, It’s All About the Growth (January 2019)).

Leveraging decades of AI and technology experience, we identify and invest in exceptional few growth-stage AI and technology ventures and transform them into market leaders by applying our extensive growth and performance improvement expertise.

Our investment process is deeply rooted in our understanding of AI and technology and extensive experience in growth and performance improvement. We partner with the founders and management teams in a hands-on and collaborative fashion to scale their companies effectively.
Fitness Criteria
AI-Enabled B2B Software or Advanced Technology-Based Solution
Durable Competitive Strengths
Post-Commercial Revenue
Strong Revenue Growth
High Gross Margin and Low Capital Expenditure
Liquidity Potential Within 5 Years
Experienced Management Team
Sector Focus
Healthcare
Education, Learning and Development
Cyber and Physical Security
Financial Services
Others Sectors on Exceptional Basis
Investment Characteristics
$5-10mm in Equity Check
$5-10mm in Co-Investments
Meaningful Minority Ownership
Board Seat and Proactive Engagement with Management