We take a thesis-led approach to investing.
Our investment thesis is that certain tech trends change every aspect of a software business over time including business models, product plans, people and skills, technology platforms, pricing, and packaging. We invest in those companies best positioned to take advantage of such major trends and then work closely with our portfolio to develop and execute the strategies necessary to make it happen.
Our investment thesis areas are:
Applied Artificial Intelligence
Artificial intelligence (AI), and machine learning in particular, are driving a fundamental shift in how software is built. Companies in every industry are starting to reinvent themselves through the application of advances in machine learning to improve insights and accelerate the automation of business.
Text-based messaging, chatbots and voice assistants are quickly becoming a ubiquitous part of how businesses communicate. As they evolve, they will allow businesses to reach customers in a highly personalized and infinitely scalable way.
With hackers inflicting billions of dollars of damage every year, the time has come for companies to take a much more holistic and proactive approach to their digital security. The best companies will go beyond mere compliance and make security a priority in every aspect of their business so that they not only have peace of mind, but also a competitive advantage.