We invest in industries where people buy from experts they trust.
Real estate agents
Financial advisors
Insurance agents
Mortgage originators
Lawyers
Travel advisors
Interior designers
Freight brokers
Personal trainers
Antique shop owners
Regulatory consultants
Wedding planners
Pool builders
Influencers
Home inspectors
Private teachers
Catering business owners
MedSpa owners
Independent physician practice owners
Executive coaches
Property managers
College advisors
Therapists
Investor relations consultants
Custom tailors
Fitness studio owners
General contractors
Landscapers
Our portfolio companies are transforming their industries
Together they already empower 60,000+ agents, advisors, brokers and business owners and anchor more than $850 billion in annualized revenue. AI is turbo-charging their growth.
AI is accelerating the rise of tech-enabled producer platforms
The opportunity to tech-enable producer-led markets that make up ~20% of the US economy exists because they remain analog and fragmented. SaaS solutions never became the producer’s primary workflow, and private equity-backed rollups failed to empower them with technology.
AI is now super charging the formation of tech-enabled business models that could work in these markets, such as:
Our latest thinking on producer-led markets.
We publish data-driven research and insights that cut through the hype and track what’s really happening in producer-led markets.