Invest in Operational Intelligence.SM
We pioneered enterprise software investing. Now we’re building for the enterprise AI era.
A Leading Technology Investor Specializing in Enterprise AI and Software
Years of Experience
25+
Assets Under Management (BN)
$103
Portfolio Companies
85+
As of June 30, 2026.
We’re Operational Investors. We’ve earned Operational Intelligence.sm
Decades of deep sector expertise through every technology cycle in software and AI has earned us intelligence that can’t be bought or prompted. We call that Operational Intelligence. It is our unique advantage, informing how we buy, build, scale and sell great enterprise technology companies.
2026 Mid-Year Outlook
