EVP

Investing since 1996, through multiple technology and economic cycles, we bring our collective experience to supporting you in creating value. We back founders with unique insight into the problem they're solving. We look for software businesses with exceptional economics, where AI, data, and novel applications of technology create a durable advantage. What We Look For We back mission-critical software where AI strengthens the product and creates compounding advantage over time. We look for defensibility and early proof: strong engagement, retention, data moats, accelerating revenue, and founders with hard-earned domain expertise. We invest at Series A, when the product works, founders can build and sell, and the focus shifts to scaling globally. ▪ Mission critical Essential workflows, data, and systems that compound over time. ▪ Defensible Data moats, embedded workflows, network effects, proprietary distribution, hardware-enabled software. ▪ Scalable Low marginal cost, operating leverage, compounding growth. ▪ Efficient Capital-efficient growth, disciplined spend and best-in-class unit economics. ▪ Economic quality High gross retention, high-margin, pricing power, path to profit. ▪ AI Genuine beneficiaries of the AI revolution. ▪ Disruptive Step-change improvement that redefines the category and displaces incumbents. ▪ Ambition with clarity Bold thinking, rational decisions, clear priorities. ▪ Earned founder market fit Credibility from lived experience, grit and unique insight.