Industrial Technology & Enterprise Software · Menlo Park, CA

Where capital
meets technical
conviction

A multi-strategy private investment firm operating across control buyouts and growth equity in industrial technology and enterprise software — with a proprietary cross-border network spanning the U.S. and Asia.

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$80M+

Assets under management

Years investing

Portfolio companies

What We Believe

Durable value creation
requires more than capital

We partner with exceptional management teams building category-defining businesses in industrial technology and enterprise software. Our conviction is that the most transformative opportunities are won through operational rigor, long-term orientation, and the discipline to invest at the precise intersection of technological maturity and market readiness.

Growth Equity

We invest in high-growth companies across AI, Deep Industrial Technology, Decarbonization, and Enterprise Software — focusing on later-stage businesses with validated models, proven unit economics, and clear paths to market leadership.

Buyouts

We acquire control positions in middle market industrial technology businesses with $10–50M of EBITDA, targeting founder-owned and corporate carve-out situations where operational complexity has created a gap between current performance and intrinsic value.

Cross-Border Advantage

We leverage a proprietary network spanning the U.S. and Asia to create strategic value through partnership, distribution, and M&A optionality — opportunities unavailable to domestic-only investors.

Investment Focus

Where we invest
with conviction

We concentrate in sectors where deep technical domain expertise and cross-border networks create a structural advantage — value that generalist investors cannot replicate.

Industrial Technology

Industrial automation, advanced manufacturing, and industrial software businesses at the intersection of technological maturity and market readiness.

Enterprise Software

B2B and vertical software platforms with defensible competitive positioning, strong retention, and the operational foundation to scale into category leaders.

Artificial Intelligence

Applied AI companies with proprietary technology and sustainable moats — innovations that define the trajectory of industrial and enterprise markets.

Deep Industrial Tech

Hardware-software integrated systems and deep-tech platforms with durable competitive advantages and high barriers to replication.

Decarbonization

Climate technology and energy transition businesses where technological maturity meets accelerating regulatory and market demand.

Advanced Manufacturing

Specialty manufacturers and process technology businesses where operational expertise and cross-border distribution create material earnings growth.

Founder Network