The Science of Tech Investing

“Lorem ipsum dolor sit amet, consectetur adipiscing elit accumsan mi id nulla consectetur blandit.”

Tina Morgan, CFO, Jasper

Principled Strategy

Our rigorous 8-point vetting process separates the probably performers from the high-risk bets. We invest $25-$100 Million (primary and secondary) in Companies with the following characterstics

Growth Business
• Bootstrapped and venture backed growth technology businesses
Product Market Fit
• Strong revenue growth
• In many chases profitability at the time of investment
Management & Structure
• Run by world-class entrepreneurs who share our values
• Management teams with talent and desire to scale to the next level, aligned interests to achieve significant exits
Self-Sustainability
• Profitable or close to it (last round before profitability) at the time of investment
• Use of capital is to accelerate growth of the business, not to fund business transitions
Business Model Strength
• Recurring, predictable revenue models with high gross margins
• SaaS business models
Large, Growing Addressable Market
• Sell into and disrupt established, growing markets with superior market segmentation or functionality
Multiple Exit Paths
• Value to multiple potential strategic buyers, to help drive premium values at exit
• Also potential for liquidity via IPO or exits to larger private equity buyers
Secular Growth Segments
• Cloud software and Artificial Intelligence
• Fintech
• Cybersecurity

Highlighted Exits

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur accumsan mi id nulla consectetur blandit. Mauris pellentesque urna sapien, vel luctus eros sodales eu. Mauris lobortis neque porta mauris mollis, vel bibendum tellus porttitor. Praesent ligula odio, fermentum nec elit at, egestas facilisis ante.

Curabitur sit amet odio in est pellentesque malesuada sed sit amet nulla.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur accumsan mi id nulla consectetur blandit. Mauris pellentesque urna sapien, vel luctus eros sodales eu. Mauris lobortis neque porta mauris mollis, vel bibendum tellus porttitor. Praesent ligula odio, fermentum nec elit at, egestas facilisis ante.

Curabitur sit amet odio in est pellentesque malesuada sed sit amet nulla.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur accumsan mi id nulla consectetur blandit. Mauris pellentesque urna sapien, vel luctus eros sodales eu. Mauris lobortis neque porta mauris mollis, vel bibendum tellus porttitor. Praesent ligula odio, fermentum nec elit at, egestas facilisis ante.

Curabitur sit amet odio in est pellentesque malesuada sed sit amet nulla.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur accumsan mi id nulla consectetur blandit. Mauris pellentesque urna sapien, vel luctus eros sodales eu. Mauris lobortis neque porta mauris mollis, vel bibendum tellus porttitor. Praesent ligula odio, fermentum nec elit at, egestas facilisis ante.

Curabitur sit amet odio in est pellentesque malesuada sed sit amet nulla.