Our Investment Thesis: 25%+ IRR Through Mission-Critical AI & SaaS Companies

We invest in AI and SaaS companies that are mission-critical to revenue generation and process optimization, with ARR between $6M and $50M, delivering 3-5× MOIC through our proven Grow & Exit Playbook, refined over hundreds of businesses.

Our $250M fund invests in $6M–$50M ARR SaaS & AI companies.

With a playbook proven in 8-9 figure SaaS growth, a $43B merger, and 70 rollups, we scale revenue, optimize CAC/LTV, and drive premium exits.

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Our investment thesis provides the framework for identifying and engineering companies that consistently outperform by leveraging AI-driven operational optimization

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Operators First, Investors Second

Unlike traditional funds, we are proven builders who scaled our own SaaS to 8-figures and drove millions of qualified leads online. Our hands-on operational expertise, combined with institutional M&A experience, creates unmatched value creation capability.

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Repeatable 25%+ IRR Playbook

Our Grow & Exit Playbook—refined over hundreds of businesses, systematically optimizes LTV/CAC, implements revenue engines, scales AI-driven operations, and leverages cross-portfolio distribution for premium exits.

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Sales-to-Equity Network Effects

Our proprietary Sales-to-Equity Model allows portfolio companies to earn equity in each other through measurable sales contributions, creating network effects that accelerate growth and increase exit multiples.

The Great SaaS Valuation Divergence

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Turn Operational Excellence Into Valuation Premiums

The Growth & Exit System™ gives you the framework to identify, optimize, and capture the highest-value SaaS opportunities in today’s market

Case Studies

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Operators First. Strategists Always. Growth-Engineered By Experience

We’re not theorists. We’re operators who’ve sat in the founder’s seat, scaled portfolios as investors, and engineered exits as acquirers.

Our edge is execution: deploying AI-driven systems, growth playbooks, and valuation strategies that consistently create outsized outcomes.

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