Permanent Capital
for Digital Businesses

Building a platform to acquire and own high-quality digital businesses for the long term. We partner with founders seeking succession through our proprietary off-market deal sourcing.

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$500k+ Minimum Revenue
90%+ Customer Retention
∞ Holding Period
Competitive Advantage

Proprietary Deal Sourcing

We access high-quality digital businesses through off-market channels, avoiding competitive auction dynamics

Direct Founder Relationships

We build long-term relationships with digital founders through industry events, communities, and direct outreach before they're ready to sell.

Broker Partnerships

We partner with trusted brokers to access off-market deal flow and get priority access to opportunities before they hit the open market.

Proprietary Network

Our network of advisors, operators, and industry contacts provides early visibility into succession opportunities.

Targeted Outreach

We proactively identify businesses that match our criteria and reach out directly, often before owners consider selling.

Strategic Sourcing Advantage

By combining direct founder relationships with strategic broker partnerships, we access deals before they become competitive auctions. This allows for better pricing, more flexible terms, and a private process that founders prefer.

Philosophy

Our Approach

Building a permanent capital platform focused on digital businesses (SaaS, agencies with recurring revenue) with a commitment to long-term value creation

Buy & Hold Long Term

We buy strong businesses and hold them indefinitely. Our goal is steady compounding, not rapid exits.

Prioritize Stability

We prioritize stability, cash flow, and durability.

Predictable Cash Flows

Recurring revenue from SaaS and agencies - with strong customer or client retention - supports stable, predictable cash flows we can compound over time.

Continuous Improvement

We invest in improving products and operations over time, creating sustainable competitive advantages.

Reinvest Cash Flow

We reinvest cash flow into additional acquisitions, compounding platform value over time.

Retain Management

Each acquisition retains its existing management team. Operating partners are added at the platform level as the portfolio scales.

Patient Capital

Returns are driven by business quality and operational excellence, not financial engineering or exit timing.

Acquisition Criteria

What We Acquire

We focus on SaaS companies and digital agencies with recurring revenue, strong fundamentals, and predictable cash flows

SaaS & Agencies

  • SaaS - Subscription software with recurring revenue, clear product-market fit, and metrics that show durable retention and expansion
  • Digital agencies - Agencies with meaningful recurring or retainer revenue (not purely one-off projects), repeatable delivery, and client relationships that renew

Financial Criteria

  • At least $500k of revenue
  • Predictable recurring revenue
  • Strong cash flow generation
  • 90%+ gross revenue retention
  • 90%+ customer retention

Operational Criteria

  • Capable management team in place
  • Business doesn't depend on founder day-to-day
  • Clear processes and systems
  • Strong operational foundation
  • Scalable infrastructure

Strategic Criteria

  • Serves a specific customer need
  • Embedded in client workflows (product for SaaS; delivery and trust for agencies)
  • High switching costs or strong relationship continuity
  • Defensible market position
  • Clear competitive advantages
Strategic Focus

Software in the AI Era

We focus on digital businesses that remains valuable as technology evolves

Daily Dependency

Software / Services that customers rely on daily for critical operations

Process Integration

Software / Services tied to real business processes and workflows

High Switching Costs

Software / Services where switching costs are high and migration is complex

AI Enhancement

Software / Services that can benefit from AI tools rather than being displaced

AI as an Enhancer

We believe the best digital businesses become more valuable over time, not less. Rather than fearing disruption, we seek businesses that can leverage AI to become more valuable.

The businesses we acquire can use AI to improve their products, enhance customer value, and strengthen their competitive position.

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Building for Decades

We are building a digital ownership platform designed to compound value over decades. If you're a founder seeking a long-term home for your business, or a capital partner interested in permanent holdings, we'd love to hear from you.

Let's Connect

Interested in partnering with us? Whether you're a founder looking for succession or a capital partner seeking long-term value creation, we look forward to sharing additional detail.

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