Portfolio & thesis
The technology behind tomorrow's revenue.
We believe the most durable investment opportunities of this decade sit at the intersection of enterprise technology and revenue performance — companies building the tools that help businesses grow faster, sell smarter, and retain more.
The thesis
Revenue performance is the defining technology category.
Across every sector, businesses are under pressure to grow revenue more efficiently. The companies that win will be those that deploy technology to find, convert, and retain customers at scale. We back the innovators building those tools.
Revenue intelligence
AI-powered analytics, forecasting, and decision tools that give revenue teams a sharper view of pipeline, performance, and opportunity.
Sales & GTM technology
Platforms that accelerate go-to-market execution — from prospecting and outreach to deal management and close.
Customer success & retention
Tools that help businesses protect and expand existing revenue — reducing churn, deepening relationships, and driving expansion.
Revenue operations
Infrastructure that connects sales, marketing, and finance — creating the operational clarity that high-growth companies need to scale.
The opportunity
A structural shift in how businesses grow.
The global revenue technology market is expanding rapidly as businesses move from intuition-led to data-led growth strategies. Early-stage companies in this space are building category-defining products — and the window to invest at the right price is narrow.
Early-stage
Investment stage
North America
Primary geography
Micro-VC
Fund structure
Portfolio philosophy
A small number of high-conviction positions.
We do not attempt to diversify our way to returns. We build a concentrated portfolio of companies where we have done the work, understand the thesis deeply, and believe the team can execute. Quality over quantity — always.
Interested in our thesis?
We share more detail on our current focus areas and portfolio activity with qualified investors in a confidential conversation.