Our Investment Focus
We invest and partner up with companies based on several key criteria, most of which relates to your GTM and Sales growth stages. Here are a few key criteria we look forward to seeing in companies that we can invest in because we then know that we can be a true partner to you and help you scale:
Type of Companies We Invest In and Help Drive Growth
- A B2B SaaS company with a large TAM & SOM (Serviceable Obtainable Market)
- Sustainable 20%+ growth over time that has a high potential when we help you with sales
- A narrow initial apperture with a differentiated focuse on a specific industry or sector
- Primarily focused on one of our preferred areas of expertise so that we can help you (see our Investment Themes)
What Else We Look For
- Management teams with domain experience plus culture & core values that align with us
- Total Addressable Market (TAM) which enables you to grow into a market leadership potential
- Companies with a sustainable competitive advantage for positive impact in your industry
- Businesses that already have existing customers who consider the solution as necessary
- Existing sales traction, rapid sales velocity, rapid growth in sales bookings and recurring revenue
- Effective execution, capital efficiency and strong unit economics at their phase of growth
- Investment opportunities with a potential for a high return on our investment
- Competitive differentiation via proprietary technology or uniquely differentiated position
- Finally, we invest in companies where our “Revenue Growth Acceleration” value-add portfolio advisory and deep expertise in scaling sales will align to the top priority and needs for the business
Your Growth Stage
- Capital-efficient B2B SaaS companies
- Companies that are beyond the early technology stage and have a Product-Market Fit
- Companies with at least 30+ business customers who have and are positioned for rapid growth especially with our GTM / Sales Growth Advisory
Your Sales Traction
- SaaS ARR: $3M+ in SaaS ARR
- Growth: 20%+ YoY in SaaS ARR
- LTM SaaS New Logo Sales Bookings: $1M+
- ARPA (i.e. average ACV or also referred to as ASP): $9k+
Your Customers
- As operators, we are care about the Voice of Customers (VOC) & customer feedback
- Logo Retention of 80%+ & Net Revenue Retention of 100%+
- Customer Segments: SMB, Mid-Market & Lower Enterprise
Our Initial Investment Size
- $2M-$10M investments
- Typically minority investments – either primary or secondary capital
