We focus on technology-enabled businesses across a defined set of sectors. Our lending is not sector-agnostic, we go deeper in areas we understand well.
We've chosen to stay in a smaller number of sectors so we can evaluate companies more accurately and deploy capital faster.
This also means we'll tell you quickly when we're not the right fit, which saves time on both sides.
Recurring revenue models with predictable burn are well-suited to debt financing. We work with early-stage SaaS companies building for enterprise and mid-market customers.
Software and services businesses at the intersection of climate and technology. Companies with clear commercial models and not pure R&D.
Applied AI, machine learning infrastructure, and tools built for developers or technical teams.
Workforce management, talent platforms, and tools that change how teams are built and managed.
Sector matters, but it doesn't override fundamentals. These are the things we look for in every company we back, regardless of industry.