For decades, the tools that made large enterprises efficient were out of reach for smaller companies. That gap is closing faster than most people realize.
Small and medium-sized businesses have always operated under a structural disadvantage. The software that made large enterprises efficient — forecasting systems, automated workflows, dedicated analysts — carried a cost of ownership that only scale could justify. So most SMEs ran on spreadsheets, phone calls and institutional memory.
That equation is changing. The marginal cost of applying intelligence to a business problem has collapsed, and the businesses that recognize it first will compound the advantage.
The leverage is in the workflow, not the model
The temptation is to treat AI as a feature — a chatbot bolted onto an existing product. The real value shows up when a repetitive, judgment-light task inside a business is redesigned around automation: quoting, scheduling, reconciliation, triage, follow-up.
These are unglamorous problems. They are also where a growing company spends most of its operating hours. Removing that friction does not just cut cost; it lets a small team behave like a much larger one.
What we look for
We back software that becomes essential infrastructure for the industry it serves — products with clear usage, sticky adoption and a credible path to doing more work than the people who bought it expected.
The winners will not necessarily have the most sophisticated technology. They will have the clearest understanding of the workflow they are replacing.
