The next decade of automotive will be defined by people.
Cars are computers. Service bays are data factories. Dealerships are experience centers. We invest in the founders building the picks, shovels, and platforms that power people to turn concepts from a slide deck into reality.
We're often the first institutional check. We can lead, follow, or fill out a round.
Reserves for follow-on in conviction rounds.
With a soft spot for Buffalo, Western New York, and other overlooked markets.
What we believe.
People over Everything.
People are the core defining differentiator for any dealership. We believe technology should empower people and make their lives better, faster, and more efficient.
Distribution still wins.
The best technology dies in a dealership without a champion. We can help you find those champions, the pilot stores, and potential customers.
Ownership is unbundling.
Subscription, fractional access, and on-demand insurance are moving from pilots to product. The companies that build the rails — not just the apps — will compound.
The service bay is where the EV transition gets real.
Diagnostics, high-voltage training, battery health, and parts logistics are where the next wave of automotive infrastructure software will live. The shop floor is the new edge.
Retail is the last unsoftwared trillion-dollar category.
Auto retail still runs on people, often times still battling faxes, three-ring binders, and bespoke spreadsheets. The DMS layer is brittle. The F&I stack is decades old. There's a generational opportunity to rebuild it.