Lower middle market companies, and the investors behind them.
Legacy services businesses, founder-owned in transition or newly PE-backed, still running on QuickBooks and manual process.
Where we focus
Hard-services businesses run on high-friction, manual work.
Construction & trades
Subcontractors and roll-ups living on plan sets, estimating, and bids.
HVAC & mechanical
Service and install shops running on quoting, dispatch, and field paperwork.
Paving & site work
Crews bidding off takeoffs, then chasing invoicing and collections.
Pools & landscaping
Seasonal operators juggling estimates, recurring service, and routes.
Field services & distribution
Operations running on quoting, scheduling, and billing.
Healthcare
Multi-location practices running on billing, scheduling, and collections.
Who we work with
Leadership with a mandate to modernize.
A new CEO, CFO, or operator brought in to modernize, curious about AI, ready to move first in their sector, and the PE firms and independent sponsors backing them. The AI wave is coming, and we aim to ride it with motivated partners looking to move quickly and capture this moment.
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