Why active investment
Capital is harder to win than ever. Good isn’t enough to stand out.
VCs and family offices are shifting to the right. They expect more traction, more customers and more revenue — growth with profit, not losses. They see 100+ opportunities a month and back only the best.
A considered plan
We invest alongside a plan built backwards from the outcome, and we agree it with the founder before the money moves.
Every lever we have
Organic growth and non-organic growth: GTM, channel, pricing, and M&A when buying gets you there faster.
Exceptional people
Operators who have succeeded before, around your business — people we trust, who have delivered for us many times.
Then we work the plan with you, relentlessly, until the outcome is delivered.
The Arc
Every engagement starts with where you want to end up.
Your Arc is the outcome you’re working towards — the next raise, a scaled business, a platform built by acquisition, or a sale on your terms. We plan backwards from it and run one programme to get there, so every move adds value.
Diagnose
Where the business sits against the Arc, and what the next investor or buyer will test.
Readiness
Fix what blocks the outcome: GTM and packaging, finance and board reporting, the data room, the capital plan.
Execute
Run the raise, the channel build, the acquisition or the sale alongside you.
Compound
Reset the plan for the next gate.
Who we work with
Four Arcs we see most.
Grow, internationalise, raise the next round.
Funded or post-PMF technology founders.
Raise Readiness →OwnersScale, then exit on your terms.
Profitable technology and tech-services owners.
Sell-side M&A →PlatformsBuy-and-build and services transformation.
CEOs with an acquisition mandate.
Buy-side M&A →InvestorsReturns from operator-backed companies.
LPs, family offices and co-investors.
Capital →Programmes
Productised programmes, run as stage gates.
Raise Readiness → Raise
An investor-lens assessment, a defensible thesis, then we run the round with you.
M&A Readiness → Buy-side / Sell-side
See the business through a buyer’s eyes, close the gaps, then run the process.
Services Transformation
Move a services business up the TSIA maturity curve to outcome-based, recurring revenue.
Operating Partnership
Embedded, end-to-end, from today to the transaction.
AI Delivery Architecture
AI engineered into the SDLC and service delivery, with DevOps discipline.
How →Where we go deepest
We hunt where we know.
Health technology, built by people who have run it.
Ten health investments, Mosh to Five Faces, and a team that has operated inside them. Led by Josh Ayscough.
Explore Health & Longevity →Tech Services & MSPsThe playbook behind an $8B managed-services practice.
The playbook behind Dimension Data / NTT’s $8B managed-services practice, now with TSIA APAC rights for 2027.
Explore Tech Services →SaaS 2.0AI-empowered software, built and priced for what comes next.
Product, pricing, margin and the build reworked for AI across our B2B SaaS portfolio, with a disciplined AI delivery architecture underneath.
Explore SaaS 2.0 →We also back AI and data infrastructure where we have domain depth.
A Utiliti Group company
One team on your plan.
Utiliti leads the Arc. Our expert brands deliver as one team inside it.
Commercial execution and GTM.
Finance and vCFO.
The sell-through engine for technology companies.
Debt and acquisition finance with Panther Capital.
How we work
AI is in the delivery, not bolted on.
Every programme runs on AI-assisted delivery, checked and signed off by people. For portfolio companies we go past chat: AI engineered into the SDLC and service delivery, with DevOps discipline. Utiliti.io is the operating system for working together — diagnostics, programme boards and the investor data room in one place, shared by founders, investors and our team.
How we work →Illustration — Utiliti.io screenshots to follow the LinkedIn reveal.
Six diagnostics on Utiliti.io
Know where you stand before anyone else tells you.
Every engagement starts with a diagnostic. Founders take them on Utiliti.io, our team reviews them, and you re-take them to see the gaps close. They are the same tests an investor or buyer will run on you.
Rule of 40
Growth plus profit margin, scored against the benchmark investors use to judge a scaling business.
VC Raise Readiness
How ready you are for the next round, seen through an investor’s eyes: thesis, numbers, data room and target investors.
GTM Readiness
Whether your go-to-market can scale beyond the founder: ICP, offer, pricing, channel and sales motion.
Founder Diagnostic
Five modules and twenty judgements (the idea, the real problem, the competition, the first ten customers, the MVP), with hard tests that can override the score.
PMF Diagnostic
How much evidence you have of product-market fit, and exactly where the gaps are.
Durability Diagnostic
Pull, Hold, Engine and Arc: whether customers want it, the moats that keep them, a business that runs without its founders, and a path to a great outcome. Graded A to E.
Proof
You’re in good company.
From Cisco reseller to an $8B managed-services practice.
Three services businesses. One method. Three exits.
Making a product company easy for NTT and Cisco to sell.
From an integrator spin-out to a $350M AI-infrastructure company. Our engagement ended in September 2026.
Latest thinking
Rule of 40, and what we’re seeing.
Start here
What’s your Arc?
A 30-minute conversation is enough to see the path from where you are to where you want to be.