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I've done this three times now. Data Domain, ServiceNow, Snowflake. The playbook is the same: great technology, mediocre execution. Fix the execution.
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We focus on established software companies with loyal customers and strong switching costs — businesses that can be improved operationally rather than reinvented from scratch.
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The opportunity in enterprise software is not in building the next unicorn. It is in taking proven businesses and making them excellent.