// The portfolio
Four brands. One operating philosophy. Each keeps its own identity, founder, and customers — what they share is capital, patience, and the operating muscle to compound for decades.
01 · Post-sale revenue
Build a predictable post-sale revenue engine.
Lucidly is the customer success platform with AI revenue agents. It helps SaaS companies protect renewals, accelerate expansion, and boost NRR by turning customer signals into revenue workflows. Eleven specialized agents read product usage, support, billing, and CRM data, then automate the playbooks that close the loop.
02 · Services-as-software
Deliver client work like a well-oiled machine.
AdvisorKit is the all-in-one platform for fractional executives, consultants, and agencies. It systematizes engagements end-to-end (onboarding, deliverables, client portals, deal rooms) so practitioners can manage 3× more clients without losing the polish that wins the work.
03 · GTM automation
Your entire GTM engine. AI-powered.
FlashGTM compresses go-to-market from months into minutes. Generate playbooks, personas, and battlecards. Run a prospecting copilot. Get signal intelligence and AI coaching for the whole revenue team. One platform, strategy to pipeline.
04 · Procurement automation
The AI procurement team every CFO wishes they could hire.
RenewalPad discovers every SaaS contract, owns every renewal, and negotiates every dollar. Agents work across email, SSO, expense cards, and HRIS to surface shadow IT, reconcile usage to licenses, draft renewals, and claw back refunds — with a human in the loop on every action.
// What's next
We're always looking at the next one.
Profitable B2B SaaS, $1M–$20M ARR, founder-led. If that's you, talk to us.