Software & SaaS
Enterprise and vertical software with recurring revenue, high retention, and clear paths to expand within existing customer bases.
Backing the software, intelligence, and infrastructure powering the digital economy.
Software and applied AI are becoming the operating layer beneath every other sector we invest in — we back the companies building that layer, not the noise around it.
We favour durability over hype: enterprise and vertical software with real retention, applied AI that solves concrete problems, and the compute and data infrastructure both depend on. The winners here compound for a decade — we underwrite for that, not the next funding round.
We invest in technology companies building durable advantages — from enterprise software to artificial intelligence and the infrastructure beneath them.
We favour businesses with defensible models, strong unit economics, and the potential to define their category over the long term.
Our technology investments span growth-stage software companies to earlier bets on infrastructure and applied AI, typically alongside founders who have already proven product-market fit. We look for teams building in markets large enough to reward category leadership.
Enterprise and vertical software with recurring revenue, high retention, and clear paths to expand within existing customer bases.
Applied AI, data platforms, and machine learning systems solving concrete problems — not research for its own sake.
Cloud, connectivity, and the compute layer that modern software and AI workloads depend on to scale.
Frontier technologies at an early inflection point, where a small position today can compound into real category ownership.
We track founders and product teams early, often before a company is actively raising, through our network across enterprise software and applied AI.
We stress-test unit economics, retention, and the durability of technical or data advantages before any capital moves.
We commit capital sized to the opportunity, structured to support multiple rounds of growth rather than a single check.
We sit close to the business — helping with governance, hiring, and follow-on capital — without crowding day-to-day execution.
We support expansion into new markets and products, staying invested through the cycles that define category leaders.
Enterprise and vertical software with recurring revenue, applied AI and machine learning solving concrete problems, cloud and connectivity infrastructure, and select frontier technologies at an early inflection point.
Both — our technology investments span growth-stage software companies to earlier positions in infrastructure and applied AI, typically alongside founders who have already proven product-market fit.
We favour defensible business models and strong unit economics over growth at any cost, and we stay close to the business post-investment — supporting governance, hiring, and follow-on capital without crowding day-to-day execution.
For investment, partnership, and corporate enquiries.
info@coaxishub.com