We are actively looking for small public companies with strong fundamentals and compelling growth stories. If your company is seeking investment capital, please share your information and recent filings below.
We review all submissions and will reach out if there is a potential fit with our investment approach.
What We Look For
- Solving a real problem or addressing an opportunity with an edge that could become a moat.
- Commercial customers generating growing revenue with positive and improving gross margins.
- No toxic share structure or history of equity dilution.
- Smart, fanatical management teams that have high share ownership and shareholder-aligned compensation.
- A track record of executing on milestones and projections.
- Visibility on long-term growth via recurring revenue, embedded products, or a large pipeline.
We tend to avoid biotechnology companies that depend on clinical trial outcomes, banking, insurance, raw materials/commodities or industries that are stagnant or shrinking.
A deep understanding of how AI will impact the industry and the company P&L is also now essential to any investment case.