Got software thesis. Got fund w track record. Need a few more LPs...

April 01, 2020
by a searcher from Claremont McKenna College in San Francisco Bay Area, CA, USA
Recently published our annual letter, which includes our thesis about the software industry. Curious if you know any potential LPs who would like to look at our fund (Edgebrook Partners)? We currently own 5-10% of four growing software companies (2 marketplaces, 2 B2B SaaS; 2 are public, 2 are private). Three are profitable (fourth is in hypergrowth despite COVID-19). We are seeking 10x returns on each (without leverage). In two years, we would like to own 10-30% of seven profitable, growing software companies. Please message me if you would like to learn more, thanks! Best, Andy Preikschat, CFA
from Stanford University in Honolulu, HI, USA
from Claremont McKenna College in San Francisco Bay Area, CA, USA