Our Focus
We invest in enterprise software companies with proven product-market fit that need operational expertise to accelerate growth. Our strategic approach focuses on businesses that are ready to scale but facing challenges in their next evolution.
Through targeted investments and hands-on operational support, we partner with management teams to unlock value, optimize performance, and position companies for exceptional long-term success. Our portfolio reflects our commitment to transformational growth in enterprise software.
What We Look For
We look for four principal areas where Generative Capital's investment thesis maximizes impact.
Enterprise B2B SaaS
We focus on enterprise software solutions across both horizontal platforms and industry verticals. Our expertise spans core enterprise functions (CIO, CTO, CFO) and specialized industry solutions, enabling us to drive operational excellence in any enterprise context.
$50M+ ARR Companies
We specialize in Enterprise B2B SaaS companies that have cleared the early hurdles—usually $50M+ ARR—but are now stuck in neutral. We target businesses that have outgrown the "founding story" yet haven't scaled into the well-oiled machines that private equity demands.
AI-Driven Future
We believe AI isn't just a buzzword; it's the next frontier. If you're not weaving AI into your roadmap—or haven't figured out how to do it profitably—you're letting competitors dictate the pace. We look for companies ready to harness AI, not fear it.
Founder Alignment
We've been founders and CEOs, so we know the stakes. Our ideal partners are tired of theoretical advice and want hands-on collaboration. We respect your vision and brand equity—and we're here to multiply it.
How We're Different
Traditional venture funds might pump more capital into your business without the operational backbone to ensure ROI. Classic private equity might push for quick cuts and short-term profitability. At Generative Capital, we're operators first. We invest where our experience and networks can spark tangible growth, profitability, and a renewed sense of possibility.
How We Create Value
Engineering Transformation with AI at the Core
At Generative Capital, we're operators first—with a track record of building category-defining companies. Our value creation approach combines deep operational expertise with AI's disruptive potential at every stage. We don't simply bolt on AI as a feature; we leverage it strategically alongside our operator capabilities to transform how late-stage SaaS companies scale. This powerful combination delivers smarter decisions and resilient business models that CEOs and VCs trust.
1. Develop a Thesis-Driven Point of View
We start by forming a conviction thesis grounded in data, not narrative. Our underwriting goes beyond ARR multiples—we model transformation scenarios using AI-driven insights from comparable SaaS benchmarks, organizational diagnostics, and GTM telemetry.
2. Co-Design the Transformation with the CEO
We don't just co-author the plan—we pressure-test it together. We map transformation initiatives to operational data and talent capacity, modeling outcomes and timing. And we align leadership comp with transformation KPIs, not just budget targets.
3. Activate the GenCap Playbook & Advisory Network
This is where the machine kicks in. We plug in playbooks for AI-enhanced GTM, pricing strategy, and product innovation—backed by our network of CXOs, AI scientists, and experienced operators. We match each initiative to real owners—internal or third-party—and move.
4. Institutionalize Operational Excellence
Transformation isn't a one-off—it's a system. We implement data-driven cadences, PMO-led oversight, and feedback loops that monitor not just progress but pace and quality of execution. We create momentum—and maintain it.
Ready to Accelerate Your Profitable Growth?
If you believe your business can benefit from our operational expertise and AI-powered value creation playbook, let's start a conversation about transforming your trajectory.
Case Studies
Learn how we've helped companies navigate critical inflection points, driving both growth and operational excellence through our hands-on approach.
Apptio
As founding team members, we guided Apptio's transformation from venture-backed startup through category creation and IPO. Our deep operational expertise drove the successful $1.9B take-private by Vista Equity Partners, where enhanced operational maturity and AI innovation ultimately led to a strategic $4.6B acquisition by IBM in 2024.
Gainsight
Working alongside Vista Equity Partners, our team led a strategic transformation of Gainsight's go-to-market approach. We partnered with management to pivot from a services-heavy model to a scalable product-led growth motion, while expanding their total addressable market through strategic product innovation, achieving $100M+ in ARR with strong profitability.
Securonix
In partnership with Vista Equity Partners, our team drove the strategic evolution of Securonix at a critical inflection point. We led the transformation from traditional SIEM to an AI-powered security analytics platform, working closely with management to realign the GTM motion and accelerate enterprise adoption of their next-generation solution.