What we look for in software & infrastructure

• Clear wedge into a large budget line—IT, engineering, security, or operations—with a path to expand seats, modules, or usage.
• Evidence of technical differentiation: latency, reliability, integrations, or model/data advantages that are hard to replicate quickly.
• Go-to-market that matches the buyer: PLG where it works, enterprise sales where it must, and honest CAC payback math.

We are comfortable with platform shifts—API-first architectures, AI copilots that ship real workflow value, and vertical SaaS that owns a critical path. We underwrite both greenfield products and infrastructure that makes existing stacks safer and faster. If you are pre-seed through Series A with early revenue or design partners and a credible roadmap to durable gross margin, we want to see the deck.

Across every theme, we apply the same partnership bar: thesis we can defend, diligence you can predict, and support that compounds after close. Share your deck when you are ready to talk about the round.