Vertical 02 · Technology
Softwareisleverage.
We back digital platforms that turn fragmented industries into compounding businesses — and we let founders run.
The best companies under our roof aren't sold to us — they grow with us. We provide capital, governance and conviction. The product roadmap stays where it belongs: with the team building it.
What we do
01
Geospatial intelligence
Mapping, satellite data and decision tools for energy, real estate and infrastructure. Where ground truth meets software.
02
Marketplaces & M&A
Platforms that connect buyers, sellers and capital across renewable energy and adjacent industries — turning private deals into liquid markets.
03
Digital commerce
Operating-cash businesses with sharp unit economics, scaled with technology and disciplined working capital.
Our thesis
We don't index. We concentrate — fewer companies, bigger conviction, longer holds.