We partner with founders who are building what's next.

We work with founders driving structural change in two complex systems: healthcare and financial services. With unparalleled networks and decades of sector experience, we have become one of the best-performing growth equity firms in the world.

By The Numbers
Assets Under Management
$7B+
Portfolio Companies
100+
Years Investing
12
More than a check
We partner with founders who want more than just a check — we are sparring partners every step of the way.
$1M
Checks ranging from $1M to $100M — from seed to growth.
$100M
$1M
Checks ranging from $1M to $100M — from seed to growth.
$100M

Investing in Technology and AI

The rapid advancement of AI is fundamentally reshaping how companies are built, scale and compete. We invest in founders building the next generation of enterprise technology companies and help them break into legacy industries.

What distinguishes our approach is our differentiated perspective on how horizontal platforms can penetrate and win in these sectors. We leverage our deep domain expertise to help founders navigate the regulatory, distribution, and trust dynamics that define them. We believe the most durable companies in this era will be those that combine the velocity of modern AI with a genuine understanding of how these industries work.

What this means for us

We are spending more time evaluating tech products and roadmaps, and more interested in companies that are not only building tech with true moats, but that really understand distribution.

We don't believe that AI is going to change the approach for strategy and decision-making, but it will make strategy and decision-making much faster.

What we look for
You have to know the
system to change it.
Healthcare
The most consequential healthcare companies aren't building point solutions, they're restructuring how care is delivered, accessed, and paid for. We back founders who understand the system deeply enough to know exactly where to push.
Fintech
We define fintech as the intersection of technology and money. This includes the full spectrum of companies shaping how financial decisions are made, how money flows, and how risk is managed. They cover everything from AI-native financial services infrastructure to horizontal AI platforms that embed financial logic at their core. The companies that define this next era of fintech will emerge from the intersection of AI and the financial architecture of the modern enterprise. That is where we are investing.
AI and our sectors
Historically, healthcare and fintech have been the slowest to adopt technological advancements.
With AI, we are seeing the opposite.
BUILD WITH US
Great ideas inspire us.
We want to hear yours.
We've spent more than a decade asking hard questions alongside our founders, not just providing money and introductions. If you're ready for that kind of partnership, we want to hear from you.
$1M
Checks ranging from $1M to $100M — from seed to growth.
$100M

We partner with founders reshaping the world.

2200 Atlantic Street, Suite 300

Stamford, Connecticut 06902

595 Pacific Avenue, 4th Floor

San Francisco, CA 94133