Where We Focus

We work with technology-enabled businesses across different sectors, whether that's providing capital or working alongside founders on strategy. We go deeper in areas we understand well.

Depth over breadth

We work with technology-enabled businesses across different sectors, where we can assess companies accurately and genuinely help them grow.

We'll tell you quickly when we're not the right fit, which saves time on both sides.

4
Core sectors
Pre-seed
to Seed
Stage focus
US, UK, EU
Geography

B2B Software & SaaS

Early-stage SaaS companies building for enterprise and mid-market customers. Predictable revenue models and clear unit economics make these businesses well-suited to both debt and advisory work.

Vertical SaaS Workflow automation Data & analytics Compliance tools DevOps & infra

Climate & Clean Technology

Software and services businesses at the intersection of climate and technology. Companies with clear commercial models and not pure R&D.

Energy management Carbon accounting Grid software Sustainability reporting ESG data

AI & Developer Tools

Applied AI, machine learning infrastructure, and tools built for developers or technical teams.

Applied AI ML infrastructure Developer platforms AI agents Observability

Marketplaces & Commerce Infrastructure

Technology platforms connecting buyers and sellers, or enabling commerce at scale, across consumer, B2B, and vertical markets.

Vertical marketplaces Procurement software Supply chain tooling Payments infrastructure Commerce enablement

What a good fit looks like

Sector matters, but it doesn't override fundamentals. These are the things we look for in every company we work with, regardless of industry.

Don't See Your Sector?

This list isn't exhaustive. If you're building something compelling outside these categories, we're still happy to hear from you.

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