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.

Firm Overview

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:

Mission Critical Technology

Application Suite
Automation
Backend
Digitization
Ecosystem Specific
Infrastructure
Low-Code /
No-Code
Mobile-First
Platform
System of Record
Vertical Specific
Workflow

Focus Areas

Cannabis
Collaboration / Communication
Construction
CS / Success
Data Integration / Pipeline
eCommerce
Fintech
Healthcare
Insurtech
Mortgage
Privacy
Sales & Marketing
SDLC / DevOps
Supply Chain & Logistics
Wealthtech
Many More

Transaction Structures

We are flexible and creative with respect to both situation and structure

Growth Equity
Minority
Investments

Divisional
Carve Outs /
Divestitures

Take Private
Acquisitions

Private
Company
Acquisitions

Recapitalizations

Platform Roll Ups /
Sector
Consolidations