Patient capital, applied to the verticals where software and AI are reshaping how real businesses run.
Three convictions shaping our work today, grounded in decades of pattern recognition, and shaped by the changes happening in real time.
The application layer is opening. AI-native, domain-specific software is poised to dwarf legacy Vertical SaaS. Cratering development costs mean smaller checks now go further, and we back the Seed and Series A founders building it.
We don't just write checks; we help build companies. We have deep experience in hospitality, sports, education, and many other industries where we have worked alongside operators for years. That ground-level view sharpens how we evaluate the Vertical AI moving into those same spaces.
Greater Philadelphia has world-class founders, world-class universities, and a structural shortage of early-stage capital. We've been here for forty years. We evaluate opportunities across the country, but we also see tremendous opportunity here in our own backyard.
We invest at the Seed and Series A stages, with checks from $100K to $5M.
Contact MVP →
