We back companies building the data and technology foundations that make enterprise AI possible. Our focus includes data engineering, cloud migration and modernization, AI-ready data architecture, governance, and analytics platforms built on platforms such as Databricks, Snowflake, Palantir (Foundry), Microsoft Fabric, AWS, and Google Cloud.

AI cannot deliver value on fragmented data or legacy infrastructure. As organizations modernize their technology stacks and operationalize AI, these capabilities become foundational rather than discretionary. We seek firms with deep platform expertise, differentiated delivery methodologies, proprietary accelerators, and recurring managed services that create long-term client relationships.

We invest in specialist firms helping enterprises and government agencies adopt AI responsibly and at scale. Our focus includes AI strategy, implementation, workflow transformation, model governance, risk management, compliance, and ongoing optimization across leading AI platforms and enterprise ecosystems.

As AI moves from experimentation to enterprise deployment, organizations face growing demands for governance, security, and regulatory compliance. We are drawn to firms with deep technical expertise, vendor-agnostic advisory capabilities, and long-term partnerships in highly regulated industries where trust, oversight, and measurable outcomes matter.

We partner with firms that have built deep expertise around mission-critical enterprise systems of record including ServiceNow, Salesforce, Workday and SAP. These businesses help organizations implement, optimize, modernize, and continuously evolve the systems that run their operations.

The strongest firms combine elite partner status with proprietary implementation methodologies, industry-specific solutions, AI-enabled capabilities, and recurring managed services. We favor businesses whose expertise becomes more valuable as enterprise technology grows increasingly complex.

We support specialist advisory firms serving the Office of the CFO, COO, CHRO, and General Counsel. Our focus includes finance transformation, operational excellence, workforce strategy, organizational effectiveness, governance, and enterprise performance improvement.

Organizations continue to invest in improving financial performance, operational resilience, and workforce productivity regardless of economic cycles. We seek firms with deep functional expertise, technology-enabled delivery models, recurring advisory relationships, and opportunities to productize specialized knowledge through AI and managed services.

We invest in founder-led businesses with deep, difficult-to-replicate expertise within specific industries, regulatory environments, or mission-critical business processes. These firms are built on specialized knowledge, trusted client relationships, and capabilities that generalist providers cannot easily replicate.

As AI commoditizes routine work, differentiated domain expertise becomes increasingly valuable. We favor businesses where institutional knowledge is embedded across the organization, supported by repeatable delivery models, recurring client engagements, high switching costs, and strong opportunities to scale.

We back specialist cybersecurity firms protecting enterprise and government organizations across increasingly complex digital environments. Our focus includes threat detection and response, identity and access management, cloud security, AI security, operational technology security, cyber resilience, and compliance-driven security services.

Cybersecurity remains one of the most resilient areas of enterprise technology spending as cyber threats, regulatory requirements, and AI adoption continue to accelerate. We prioritize firms with differentiated technical capabilities, proprietary intellectual property, recurring managed services, and long-term client relationships built on trust and measurable outcomes.