Investing in Rationality
Partnering with the next generation of great software companies
partners for the long haul
Providing growth capital to software businesses.
The typical Gondor Business
While there never is a standard Gondor business, we typically partner with businesses that have:
$750K - $20M ARR
Little to no funding
100%+ Growth
90%+ Customer Retention
75%+ Gross Margin
path to profitability
We look for businesses that are:
Rational In Approach
efficient in execution
clear in outcome
rationality
Some things we love:
1. Targeting underdeveloped or inefficient end-markets
2. Taking a new approach to old systems
3. Solving unknown, underthought, or niche problems
efficiency
Some things we look for:
1. A high level of capital efficiency
2. A high level of executional efficiency
3. A high level of product-level efficiency
Clarity
Some things we appreciate:
1. A proven business model
2. A clear product-market fit
3. A stable path of growth
FAQs
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We are a fundless sponsorship, which means we invest on a deal by deal basis, drawing on our LP network for capital and to further our post-investment support. This allow us to be flexible in our investment mandate and time horizons due to the fact we do not invest out of standing fund. We partner with great businesses, no matter the circumstances.
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Our number one priority is to invest in amazing businesses, no matter what form, stage, or circumstances they come in. However, most of our investments, we define as lower-market growth stage software-based companies.
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Due to our fundless sponsorship structure, we are capable of writing checks of all sizes.
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We offer flexibility and grit-driven support. We are truly agnostic to deal structure, deal size, and post investment structure. We offer a network of strategic institutional and individual LPs who are readily avaliable as resources to the few companies we chose to partner with.
As a large team compared to our concentrated portfolio, we will do everything in our power to watch you succeed.