A founder builds something people want. They raise a seed round. They have product-market fit. And then — nothing happens.

No GTM engine. No sales process. No financial controls. No operational cadence. They have a product but not a company. They burn 18 months and half their runway trying to figure out how to scale. By the time they hire a CRO or COO, the window has closed.

We built Gadu — a proptech workflow platform — to $132M ARR and sold it to CBRE for 4× investor returns. We know what an acquirer looks at because we've been on the other side of that table. Every PropTech company we back gets built to be acquirable from day one.

These are markets with high switching costs, complex sales cycles, and long retention — the kind of revenue that compounds. Regulatory complexity isn't a barrier. It's the moat. We've sold into Kaiser Permanente, built clinical workflow products, and understand the compliance architecture that makes or breaks healthtech companies.

Every generalist fund is chasing AI. We're not. We're backing AI that plugs into industries where we already know the buyer, the workflow, and the integration pain.

Exited founders trust us as operators — and bring us their own portfolio companies before those companies ever raise. They've been through the exit. They know what operational support actually looks like. And they choose us to be inside their investments.