Insights
We share what we're learning about technology investing, infrastructure software, operations, and the craft of building businesses designed to last.
Most private equity operates on a 5-7 year fund cycle. We believe the best software companies deserve a longer time horizon. Here's why we've structured GASJ as a permanent capital vehicle.
After years of proliferation, the data ecosystem is consolidating. We examine which categories will survive and where the next wave of innovation will emerge.
All 6 articles
Most private equity operates on a 5-7 year fund cycle. We believe the best software companies deserve a longer time horizon. Here's why we've structured GASJ as a permanent capital vehicle.
After years of proliferation, the data ecosystem is consolidating. We examine which categories will survive and where the next wave of innovation will emerge.
How we help portfolio companies build security into their products and organizations from day one, and why it's becoming a competitive advantage.
A transparent look at our investment criteria for infrastructure and developer tools companies. What makes a business durable enough for permanent ownership.
Lessons from helping portfolio companies build internal platform teams. What works, what doesn't, and when to invest in platform engineering.
A practical guide to integrating acquisitions in software companies. Based on lessons from multiple portfolio company acquisitions.
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We're always happy to chat with founders, operators, and investors about technology infrastructure.