The product & SaaS company
Product platforms live and die by shipping velocity, architecture reliability, and outcome-based pricing models.
For a fund holding a product company, engineering throughput is the schedule — every quarter of slip moves the next raise or the exit with it.
- Software moats are compressing, and seat-based pricing models face severe post-close pressure.
- Engineering roadmaps outpace internal capacity, but hiring a full US tech org burns runway and compresses EBITDA.
- High-churn contractor shops yield sloppy, undocumented code that creates vendor lock-in.
- Managed engineering pods embedded directly into active PortCo sprint cycles, not a detached vendor working from a spec document.
- Deep, outcome-based AI capabilities built into core workflows — not superficial wrappers — under strict CISO-level security protocols.
- A Build-Operate-Transfer framework that hands full IP ownership, codebase access, and team assets to the PortCo once the model is proven.
Accelerates feature delivery while preserving capital. Through our Build-Operate-Transfer framework, the fund stands up high-velocity product engineering now and transfers full IP ownership, codebase access, and team assets directly to the PortCo’s balance sheet once proven.
Every portfolio asset has a different operational starting point, but the exit mandate remains identical: drive EBITDA margin expansion, eliminate key-person dependency risk, and transition internal systems from messy operational liabilities into permanent, balance-sheet assets.
Shipping on schedule at a lower burn is the difference between a priced-up round and a down one.