What we
own.
A collection of businesses operating across our four sectors. Each one chosen deliberately.
Software & Platforms
SaaS tools and platform businesses that create compounding value. We focus on products with high retention and structural pricing power.
Infrastructure & Dev Tools
The picks and shovels of the digital economy. Infrastructure businesses that power other businesses — durable, mission-critical, and sticky.
Residential Holdings
Residential property assets — acquired at value, held for yield and appreciation. We target locations with structural supply constraints.
Commercial & Mixed-Use
Commercial spaces and mixed-use developments. We look for assets where repositioning or development creates significant value uplift.
Lending & Credit
Structured lending products and credit facilities. We participate in segments where risk is well-understood and returns are asymmetric.
Investment Vehicles
Proprietary investment structures and vehicles. Capital deployed with discipline across public and private markets, with a bias toward concentrated positions.
Health Technology
Digital health platforms, wellness tools, and data-driven care coordination. We invest in technology that improves access, outcomes, and unit economics in health services.
Wellness & Services
Service businesses operating at the intersection of health and consumer. Models with recurring revenue, loyal customer bases, and underappreciated operational leverage.
Our portfolio is not exhaustive of what we do — it is a reflection of where we've found clarity. We don't publish acquisition lists or disclose deal flow. If you're building something in one of these sectors and believe there is alignment, reach out.