Enterprise Software & Cloud Infrastructure
Backing the builders of enterprise infrastructure.
We partner with founders redefining how companies run, scale, and secure their operations.
We partner with founders redefining how companies run, scale, and secure their operations.
Fifteen years of focused investment in enterprise software and cloud infrastructure, with a track record built on discipline and deep sector expertise.
A cross-section of the companies defining enterprise software and cloud infrastructure.
Multi-cloud orchestration platform for enterprise workload management.
Unified API security and compliance layer for distributed microservices.
CI/CD pipeline automation with intelligent rollback and deployment risk scoring.
Petabyte-scale data lakehouse with sub-second query latency for analytics teams.
Low-code workflow engine purpose-built for regulated industries.
Real-time threat detection and response for cloud-native environments.
We invest at Series A and B in teams building modern replacements for legacy ERP, disconnected workflows, and brittle integrations at companies processing trillions in revenue. Typical check: $8–15M led. Our portfolio here includes Novaframe and five exits. We look for founders who can survive enterprise procurement, security reviews, and ten-year customer relationships.
We back pre-Series B teams working on security posture management, multi-cloud orchestration, developer experience at scale, and compliance-aware infrastructure. Typical check: $10–18M led. Portfolio companies include Tectrix, Veracode Systems, Heliosync, and Fluxguard. We have been investing in this window since 2015 and believe the category-defining companies are still being formed.
When public markets swing and consumer tech stumbles, enterprise software keeps compounding. Here is why we keep doubling down.
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Migration is largely done. What enterprises need now lives above the hyperscaler — and that is where the opportunity is.
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The pitch deck says ARR. We want to see net retention, sales cycle, and why the first five customers renewed.
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