We are an investment firm built like a software company. Our Team is composed of software operators with experience at scale in PLG software companies.
Portfolio companies gain access to Gemini, our proprietary data platform + revops engine, and our team of data scientists to unlock the value in your data and create competitive advantage.
Revenue growth drives value creation in software companies. Cost reduction is not the answer.
We only invest in 2-3 companies per year. You get our full attention.
PLG lends itself well to capital efficiency, which compounds the value of your business over time without the risk of substantial dilution from outside capital.
Product quality and UX matter. CSAT matters. “Sales” won’t fix a mediocre solution.