We focus on fundamentals and first principles, not buzzwords and bubbles.
Our approach targets ideas and solutions that disrupt industries, enhance productivity, and transform workflows. Our portfolio companies reshape how software is created, consumed, and monetized – those who will lead the next wave of digital transformation.
Investment Areas

AI Ecosystem
Powering automation, abstraction, and intelligent decision-making across industries.

Cybersecurity
A cornerstone of a safe and scalable digital experience in an increasingly connected world.

Data Infrastructure
Proprietary data creates insurmountable competitive advantages, fully unleashing AI’s potential.

Infrastructure Software
Building the scalable, flexible foundations required for next-gen digital transformation.
India: A Key Part of the Global Innovation Economy
India’s economic surge is real, and the demand for enterprise software is rising rapidly. With ~60B of enterprise software expected to be consumed by 2027, the opportunity transcends traditional US <> India investment paradigms. S&O will empower companies to tap into this expanding market and unlock new value opportunities.
