The Foundation Strategy is Higher Order Capital's flagship investment platform, designed to acquire majority stakes in resilient businesses and guide their transformation into tech-enabled market leaders. We focus on companies in Phase 2 of our S2S (Services-to-Software) Assessment, where systematic automation can accelerate the journey from services to software.
Our Venture Equity Strategy combines institutional private equity's rigor with systematic automation capabilities. We target majority control investments in companies with revenues between $20-150M and established profitability with 20%+ EBITDA margins. The ideal Foundation Strategy partner demonstrates clear potential for automation adoption and recurring revenue development, led by management teams committed to transformation.
Our systematic approach delivers measurable results through enhanced scalability, improved margins, and multiple expansion. By embedding automation and building recurring software revenue streams, Foundation Strategy companies achieve sustainable competitive advantages in today's technology-driven markets.
Beyond capital, we bring a systematic approach to value creation that sets us apart. Our focus on Phase 2 companies allows us to implement proven automation playbooks at the optimal moment in a company's evolution. Through HOCG's implementation expertise and our deep operational experience, we help management teams navigate the critical transition from traditional services to technology-enabled operations. This combination of institutional investment discipline and practical automation deployment creates a powerful framework for sustainable growth.
Take our S2S Assessment to understand your company's transformation potential, or contact us to explore partnership opportunities.