Software & Internet

Online commerce is driving demand for web-oriented services and infrastructure. New opportunities are emerging as vendors court an increasingly global marketplace through digital delivery of products, goods, and services. As an investor in these industries, SGE enables businesses to achieve more with less as they compete in the fast-paced market environment.

Our team leverages the industry expertise of technology professionals within SIG to provide meaningful feedback and insight to our portfolio companies.

Investment themes

  • Increasing exposure: New forms of advertising, search engine optimization, and data-driven marketing services are key drivers of e-commerce, and solutions integrating them with core business infrastructures are becoming increasingly important.
  • Ensuring security: As more activities migrate online, criminals follow with increasingly sophisticated methods for breaching firewalls and thwarting security measures. Protecting core data assets without compromising accessibility is therefore a chief priority for providers of online services.
  • Automation: Despite security concerns, enterprises are making increased use of SaaS solutions and technology-enabled services to simplify internal processes and conserve resources.
  • End-to-end solutions: Application providers are gravitating towards complete solutions integrating workflows end-to-end, particularly in domains requiring significant levels of domain expertise and focus.
  • Increased integration: APIs connecting third-party applications, components, and business services are generating new opportunities for cross-selling, vendor partnerships, and brand utilization.

Areas of interest

  • Consumer-facing websites
  • B2B web infrastructure
  • Vertical software applications
  • Software as a service
  • Tech-enabled business services
  • Enterprise infrastructure
  • Security
  • Small business infrastructure
  • Healthcare management platforms
  • Media and advertising platforms