We acquire and operate service businesses, then apply AI to the parts of the business that owners never had the time or tools to fix. Our goal is straightforward: durable, growing cash flow for our investors and a clear growth path for the companies and management teams we back.
1. Service Businesses Only
- Established companies in the trades and B2B services with recurring or repeat customer demand
- Typical profile: [FILL IN revenue range] in revenue, owner-operated, ten or more years in business
- Founders seeking a succession plan, a partial exit, or a partner for their next stage of growth
- Sectors we know well: HVAC, plumbing, electrical, commercial cleaning, roofing, pest control, restoration, landscaping
2. AI Applied After Close
- Outbound lead generation and quoting run by AI, so the sales pipeline no longer depends on referrals alone
- Scheduling, dispatch, and follow-up automated to lift technician utilization
- Invoicing, collections, and reporting handled with far less office overhead
- Every deployment is measured on revenue per technician, close rate, and days sales outstanding
3. Operator Network and Access
- A team that has built and run software for hundreds of service businesses
- A network of founders, executives, and technical talent who help source deals and step in post-close
- Practical, tested playbooks rather than theory
4. Not a "Do-Everything" Fund
- Deliberate focus on a small number of service verticals we understand deeply
- Sector knowledge that comes from our own operating history, not from a research report
- Pre- and post-investment support from partners who know these businesses inside and out
- Clear separation of risk and return profiles across the portfolio for prudent risk management
Founders and advisors: if you own or represent a service business that fits this profile, we would like to hear from you.