Perspectives on
Technology Investment.
Investment thinking, sector analysis, and operational perspective from the RidgeForge team — all focused on technology businesses across the Southwest.
Austin has become the dominant SaaS concentration in the Southwest. What is driving it, which sub-sectors are strongest, and what it means for investors and founders.
Pattern recognition from 34 portfolio investments. The operational observations that have proven most durable across software businesses at different stages.
The most attractive remaining vertical SaaS opportunities are in industries most technology investors still find unglamorous. Our current thesis on where the best risk-adjusted returns are.
Not every great software business should have a 5-year investment horizon. A framework for which technology businesses benefit from patient capital — and which do not.
A practical guide from the investor side. What actually matters in a growth equity process, and how to approach a firm like RidgeForge.
Separating durable infrastructure from hype in the AI investment landscape. Our current framework for evaluating AI-adjacent technology investments.