
Thesis & Opportunity

Investment Strategy and Criteria
Strategic
focus
Invest in revenue-generating B2B software companies with strong AI components
Acquire an economic majority position in investments, where possible, to directly drive growth and strategic decisions
Prioritize investments in the digital technology ecosystem including cybersecurity and fintech
Avoid high-regulation and manufacturing sectors
Our focus drives success by investing in visionary teams and high-impact B2B AI solutions
Key investment
criteria
Target seed-stage to Series A investment
Prioritize experienced founders with previous exits and strong operational teams
Focus on companies domiciled in the United States
Demonstrate ability to scale rapidly within the target company’s sector
Show commitment from leadership and management teams to staying on post-investment to drive growth

Track Record
Our dynamic team has decades of experience evaluating,
building, operating advising and investing in startups disrupting markets
Kevin Tucker
- 
Former Cisco GM responsible for a $485M P&L, heavily involved in $3B acquisition and integration of TANDBERG 
- 
Early employee at both AppSpace and Oblong Industries 
- 
Advised CDW’s Exec Leadership Team on acquisition and integration of Sirius and Focal Point 
- 
Investor in Colossal, ASA Financial, and Healionics 
Jesse Cole
- 
Co-founder of Schonfeld Institutional Brokerage Services, acquired by Merlin Securities (Sequoia backed) 
- 
Founded Haute Hippie, exited to private equity 
- 
Established The Seed Lab, investing in 12 early-stage companies, 
- 
Investor in around 15 companies including Colossal and Wheels Up 
Russell Johnson
- 
Former Microsoft product leader, contributing to Windows, Excel, and MSN 
- 
Founder of Mile26, a consultancy specializing in M&A technical due diligence. 
- 
Investor in Colossal, ASA Financial, Payscale (2014 exit), HyperProof, SubcontractorHub, Gozney, Epistemix, Treads, Krado, and others 
- 
Experience and expertise related to AI, acquisition expertise and successful exits/liquidity. 
Mark Mahaffie
- 
Advisor to US and international companies navigating public market transitions 
- 
Founder and President of Zakar LLC and founder of Issuer Solutions, guiding companies through successful public market transitions and strategic growth initiatives. 
- 
Investor in Colossal and ASA Financial 
