The Two Truths
Enterprise software isn’t going anywhere. ERP, CRM, HRIS — these systems of record will keep running the backbone of every large organization. They don’t get replaced. They get augmented.
But the next layer is being built completely differently. AI-native companies — teams of 5–12 people beating incumbents with hundreds of employees by automating every internal function. Not just code. Everything. We build these companies and design them to be acquired by the enterprises that need them.
Product Thinking Is the New Moat
AI collapsed the cost of writing code. Any team can ship software now. The bottleneck isn’t building — it’s knowing what to build. Product managers who deeply understand customers and workflows are the highest-leverage people in a company. When code is cheap, the ability to define the right product is everything. We prioritize founders with deep product instincts.
One Rep Beats Ten
Enterprise sales is still a relationship game — empathy, timing, deal intuition. That doesn’t change. What changes is scale. A single experienced rep with AI handling research, outreach, follow-ups, and CRM hygiene will outperform a team of ten running traditional playbooks. The human skills become the scarce resource. The busywork disappears. We build for that asymmetry.
Founders as Category Leaders
The best founders aren’t just operators — they’re recognized authorities. Domain expertise that takes years to build can’t be replicated by AI or shortcut by money. A founder who can deliver a keynote, command a room, and shape how their market thinks about a problem carries an unfair advantage that compounds over time. Software is increasingly commoditized. The founder’s credibility is the one thing no competitor can copy.
Distribution Before Code
A great product with no path to market is a science project. We pressure-test distribution before a single line of code is written. How does this reach its first thousand users? Can the go-to-market compound without proportional headcount? If the answer isn’t clear, we don’t build it. First-time founders obsess over product. We obsess over distribution.
Why “10x”?
The name is the thesis. Our companies are 10x more efficient than the last generation. Our founders are 10x-leverage operators — domain experts multiplied by AI-native architecture. Our exits target 10x returns through disciplined, early acquisitions. The “T” is for thesis-driven. The “10” is the multiplier we engineer into everything we build.