| Investor Type | Firm |
| Type of Fund | Private Equity Fund |
| Industries | Software (Web Marketplace Saas..) • Education • FinTech (& Financials services) • SaaS • Productivity |
| Stages | Seed, Series A |
| Investing | United States |
We invest in buyout-stage fiduciary and wealth-advisor software and education platforms that serve retirement and wealth-advisory firms, scaling through bolt-on acquisitions, product integrations, and cross-selling to enhance recurring revenue, compliance stickiness, and strategic exit value to large wealth/technology incumbents in North America and developed markets.
We invest in buyout-stage fiduciary and wealth-advisor software and education platforms that serve retirement and wealth-advisory firms, scaling through bolt-on acquisitions, product integrations, and cross-selling to enhance recurring revenue, compliance stickiness, and strategic exit value to large wealth/technology incumbents in North America and developed markets.
