Why We're Doubling Down on B2B SaaS in 2026
The macro narrative says software multiples are compressed and growth is slowing. We think that is the wrong frame entirely — here is what we are actually seeing.
Portfolio Spotlight: How Flowlink Scaled to $52M ARR in 24 Months
When we led Flowlink's Series B in early 2022, they had $8M ARR and a product that resonated but a go-to-market that needed work. Here is what happened next.
The Case for Growth Equity in Uncertain Markets
Our LPs ask us regularly how growth equity holds up when public market comps are volatile and exit windows feel unpredictable. Here is the honest answer.