How we evaluate a software business before we build or buy
We evaluate software businesses with a focus on durability, revenue, retention, margins, and AI leverage.
Read article →What is an AI evergreen company?
A durable, capital-efficient software business that uses AI as leverage instead of as the story. Here is the definition and the four tests we use.
Read article →Why we install operators instead of running companies ourselves
Our operator-led model ensures focused execution and sustainable growth.
Read article →