— Two sides of the work
Software we own,
capital we hold.
We do two things. We own software, and we hold capital positions in technology and AI.
Two products on the software side: mobile games for iOS and Android, and accounting software for small businesses and the accountants who serve them.
On the capital side, we hold positions in major US technology platforms (Google and others), in AI labs (Anthropic), and selectively in emerging markets. We hold them for years.
We're not a fund. No exit timelines. We hold for as long as it's worth holding.