We buy companies and transition them into tech companies.

We’ve been building AI-led businesses since 2017 and have been PE + tech investors since 2006.

We are day 1 investors with a focus on roll-ups in the services industry.

We work with founders to originate and seed buy + build cases.

Foundation models have made a dramatic entrance, but they are just the start. Now begins the work (and investment opportunity) of spreading this technology through the economy.

Major platforms take decades to come into productive and widespread use. Think of how long it took for the internet to reach its potential (the first email was sent in 1971).

Spreading these technologies through the economy will be challenging work. Business models need to be updated, new software systems deployed, and people will be re-trained. We are looking forward to the challenge; it will be rewarding in many ways.

Even though change can be disorienting, we disagree with the pessimists that fear new advances and foretell our global doom.

Instead, we are hopeful for our brave new world and technology’s role in it.

If you are too, let's work together.