Fund Focus

Our investment criteria, simplified:

Mission Critical: Customers value your product because it solves a problem critical to their business with measurable results. They are committed to you because they can’t imagine switching to another provider.
Clear path to growth: You have identified product-market fit, kept your existing customers happy, established a sustainable competitive advantage, all while consuming a modest amount of capital. You’re ready to accelerate growth.

Concentrated Approach

We partner with companies at a stage of growth in between where traditional
venture capital and growth equity firms are focused. Our concentrated portfolio
affords us the ability to closely partner with our companies to maximize value.

Venture Capital Firm

Large Growth Equity Firm

Target ARR

$0 - $3M

$3M - $20M

$20M+

Investment Size

$0 - $10M

$8M - $25M

$30M+

Portfolio Companies per Fund

30+

< 10

15 - 20

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Thesis-Driven Investing

TVC employs a concept called “Railroad Track Investing”

We analyze software markets closely to identify when the right software infrastructure is in place for other software investments to thrive. The analogy refers to those entrepreneurs that created businesses in and around the railroad track system in the 1800’s as they understood this to be a strong tailwind to enable economic growth in the future. Below are just a few categories and sectors in which we have tailored our thesis-driven approach: