Operational value creation starts with the right diagnosis.

We combine disciplined SaaS investing with direct operating involvement. The playbook is consistent. The emphasis reflects each company.

How value is created

Optimize. Grow. Scale.

A consistent three-step playbook deployed across every portfolio company, with the priorities adapted to the business.

Create capacity through infrastructure, AI, operating discipline and global delivery.

Building the foundation for AI-enabled recruitment.
Building the foundation for AI-enabled recruitment.

Portfolio evidence

Value Creation in Practice.

Our operating capability was developed inside our own companies, where results must show up in the business.

HR technology transformed

HR technology transformed

Legacy ATS to AI-driven recruitment optimization.

17% to 35%+
EBITDA margin, from operating losses
COGS reduction35% → 7–8%
Reduction in non-people costs70–80%
Ecommerce enablement transformed

Ecommerce enablement transformed

Legacy hosting to an AI-driven, full-stack growth engine.

$250K+
Working capital unlocked
Reduction in AR days≈7 days
Vendor cost reduction10%
Healthcare technology transformed

Healthcare technology transformed

IPaaS to an AI-driven data orchestration and workflow platform.

+25%
Pipeline generated
Data platform for healthcare enablementIPaaS + AI
Gross margin improvement95% → 96.5%
HR technology transformed

HR technology transformed

Legacy ATS to AI-driven recruitment optimization.

17% to 35%+
EBITDA margin, from operating losses
COGS reduction35% → 7–8%
Reduction in non-people costs70–80%
Ecommerce enablement transformed

Ecommerce enablement transformed

Legacy hosting to an AI-driven, full-stack growth engine.

$250K+
Working capital unlocked
Reduction in AR days≈7 days
Vendor cost reduction10%
Healthcare technology transformed

Healthcare technology transformed

IPaaS to an AI-driven data orchestration and workflow platform.

+25%
Pipeline generated
Data platform for healthcare enablementIPaaS + AI
Gross margin improvement95% → 96.5%
HR technology transformed

HR technology transformed

Legacy ATS to AI-driven recruitment optimization.

17% to 35%+
EBITDA margin, from operating losses
COGS reduction35% → 7–8%
Reduction in non-people costs70–80%
Ecommerce enablement transformed

Ecommerce enablement transformed

Legacy hosting to an AI-driven, full-stack growth engine.

$250K+
Working capital unlocked
Reduction in AR days≈7 days
Vendor cost reduction10%
Healthcare technology transformed

Healthcare technology transformed

IPaaS to an AI-driven data orchestration and workflow platform.

+25%
Pipeline generated
Data platform for healthcare enablementIPaaS + AI
Gross margin improvement95% → 96.5%

Approach FAQs

How the playbook works.

Straightforward answers to how the operating playbook is applied across our portfolio.

The sequence is consistent, but the priority initiatives are based on the company's product, customers, technology and operating position.

AI is deployed where it can measurably improve speed, decisions, customer outcomes or operating leverage. It is a capability within the playbook, not the investment thesis itself.

Diagnosis begins during the early ownership period, followed by a focused set of initiatives with accountable owners and measurable operating outcomes.

Discuss your company with an operator.

A straightforward conversation about fit, priorities and the next chapter.

Talk to BVC