We differentiate ourselves by the value we provide: a truly global perspective, and the ability to help our companies successfully implement their international expansion plans
We invest in technology market leaders around the world. We focus on companies in what we call the breakout stage of development: having proven their business models through meaningful commercial traction, breakout stage companies are undergoing rapid growth and are emerging as leaders in their target markets. We feel that this is the optimal point for companies to begin looking beyond their native markets and establishing a global presence. We believe the world is shrinking, and that building companies of great and lasting value requires both global aspirations and a willingness to learn from other successful business models that are emerging around the world.
By applying our decades of experience in the technology sector, global network of relationships, and capital markets expertise, we help entrepreneurs learn from other global models and expand their businesses to vast new markets. We also help companies leverage our decades of transactional experience to engage in M&A dialogue and raise capital in the private and public markets.
how we add value
- Providing perspectives and helping formulate global expansion strategies
- Sharing experiences from best practices across geographical markets
- Providing access to our global network of entrepreneurs
- Identifying and structuring international partnerships and acquisitions
- Evaluating local partners and recruiting local executive talent
- Delivering strategic introductions and helping expand M&A exit alternatives
- Advising on capital structure and capital raising, including IPOs
- ...And in many more ways
how we invest
We identify unique investment segments and opportunities through market research and a rigorous theme-based approach. Our network of investors, entrepreneurs, executives and advisors around the world are also a source of many of our opportunities. Early-stage VCs and entrepreneurs seek us out as an investor offering complementary knowledge and networks to more traditional venture funds.
We prefer to lead investment rounds. Ultimately we seek opportunities where our advice and capabilities are highly valued, i.e. where we are not simply passive capital.
We seek to value and structure our investments in a way that maximizes alignment, creates an opportunity for attractive risk-adjusted returns, and provides incentive for our management teams to build global market leaders. We develop a deep understanding of our companies prior to investing: we believe that this enables us to be thoughtful partners to the business on day one.
Post-investment, we provide specific value, working with our management teams on areas that touch on our expertise - global perspective and expansion, financing and capital markets, and strategic acquisitions (as both a buyer or seller). Our background is not principally in operations - we believe that our companies' management teams are ultimately best positioned to make business decisions, and that our role as board members and advisors naturally involves staying out of the way and letting our teams execute.
Sectors We Like
At any time, we are pursuing multiple investment themes that reflect our interests and insights into secular trends in the technology space and evolving consumer interests and market requirements. We leverage our global reach to identify trends and ideas wherever they emerge. Our focus is across several technologies areas, as well as in Climate Positive™ technology that addresses global climate change with a focus on financial return and impact. Some of our current areas of concentration include:
SaaS / Cloud / Big Data