Growth Equity | Enterprise Software

Partnering with Visionary Founders Building the Future of Enterprise

We provide strategic capital, operational expertise, and an unparalleled network to help exceptional B2B software companies scale from growth stage to market leadership.

$850M+ Assets Under Management
47 Portfolio Companies
12 Successful Exits
3.2x Average MOIC
18 Years of Experience

Trusted by leading institutional investors

A New Paradigm in Enterprise Software Investing

Founded in 2007, Electronike Capital has established itself as a premier growth equity firm dedicated exclusively to enterprise software innovation.

Headquartered in Dubai Silicon Oasis with investment professionals in London, Singapore, and San Francisco, we bring a truly global perspective to identifying and nurturing category-defining B2B software companies.

Our team combines deep operational experience from scaling enterprise software businesses with rigorous investment discipline. Many of our partners have served as executives at leading technology companies, giving us unique insight into what it takes to build durable, market-leading businesses.

$50M-150M Typical Investment Size
Series B-D Investment Stage Focus
5-7 Years Investment Horizon
Electronike Capital team discussion

AI-Native Agentic SaaS Will Define the Next Decade

We believe the teams capable of harnessing the shift to AI-native, agentic enterprise software will capture outsized value. The role of capital is to recognize people and technologies that can rewire workflows, markets, and entire industries.

01

$2.9 Trillion Opportunity

The AI SaaS market will grow twenty-fold from $100B+ today to nearly $3T by mid-2030s, compounding at 38% annually.

Within this, agentic AI is the fastest-growing segment with 40%+ annual growth. Enterprise software is being rebuilt around intelligent agents rather than static workflows.

  • 30x increase in agentic AI adoption by 2028
  • 4 in 5 enterprises already experimenting
  • $100B+ VC invested in AI in 2024 alone
  • Structural reallocation of capital to AI
03

Proven ROI at Scale

Companies deploying agentic AI report 150%+ average ROI, with majority expecting to more than double their investment.

By decade end, AI agents will handle two-thirds of customer interactions. We target founders building the infrastructure and vertical systems that will quietly run this new operating layer of business.

  • Mission-critical B2B workflows
  • Sales, ops, and service transformation
  • Clear paths to measurable value
  • Defensible data and distribution

Our Investment Philosophy

"We evaluate people first: their technical depth, rate of learning, and capacity to build systems that remain ahead of the frontier. Capital should back teams, not products. The winners will be those who can rewire entire industries."

- Founding Partners, Electronike Capital

Read Our Full Thesis
Team collaboration session

What We Look For

We partner with exceptional founders building category-defining B2B software companies. Here's what gets us excited:

Proven Product-Market Fit

$10M+ ARR with strong net revenue retention (>120%) and clear evidence of customer love

Large & Expanding TAM

Targeting markets with $10B+ potential, with clear paths to platform expansion

Technical Differentiation

Proprietary technology, unique data assets, or architectural advantages that create lasting moats

Exceptional Founders

Visionary leaders with deep domain expertise, strong execution track records, and coachability

Capital Efficient Growth

Demonstrable path to profitability with healthy unit economics and efficient customer acquisition

Global Scalability

Products and business models that can expand across geographies and customer segments

Companies Defining the Future

We're proud to partner with exceptional founders building category-leading enterprise software companies.

Wrike

Work Management Platform

Enterprise collaborative work management platform serving 20,000+ organizations globally.

Series C Acquired by Citrix

Monday.com

Work Operating System

Cloud-based Work OS that powers teams to run projects and workflows with confidence.

Series D Active

Splunk

Data Platform & Observability

The data platform for security and observability, turning machine data into answers.

Growth Acquired by Cisco

SentinelOne

AI-Powered Cybersecurity

Autonomous endpoint protection platform using AI to prevent, detect, and respond to attacks.

Series E NYSE: S

Airdog

Autonomous Operations Platform

AI-powered autonomous agents for IT operations, reducing manual intervention by 90%.

Series B Active

Enactia

AI-Powered GRC Platform

Intelligent governance, risk, and compliance platform automating cybersecurity and data protection workflows across 12+ regulatory frameworks.

Seed Active

Building something transformative?

We're always looking to meet exceptional founders working on the next generation of enterprise software.

Submit Your Pitch

Experienced Operators, Trusted Partners

Our team combines decades of operating experience at leading technology companies with deep investment expertise.

Managing Partner

Alexander Chen

Managing Partner

Former VP Engineering at Salesforce. Led multiple $100M+ enterprise software investments. Stanford MBA, MIT Computer Science.

Partner

Sarah Al-Rashid

Partner

Former McKinsey Partner, Technology Practice. Board member of 6 enterprise software companies. INSEAD MBA, Oxford PPE.

Partner

Michael Torres

Partner

Former CTO at ServiceNow. 20+ years building and scaling enterprise software platforms. Wharton MBA, Carnegie Mellon CS.

Principal

Emma Lindqvist

Principal

Former Product Lead at Stripe. Deep expertise in fintech and developer tools. Harvard MBA, Stockholm School of Economics.

Consistent, Disciplined Returns

Our focus on fundamentals and long-term value creation has delivered strong, consistent returns across market cycles.

3.2x Gross MOIC

Multiple on Invested Capital across all realized investments

38% Gross IRR

Internal Rate of Return on realized portfolio

$4.2B Total Value Created

Combined enterprise value growth of portfolio companies

92% Follow-on Rate

Portfolio companies that raised subsequent rounds at higher valuations

Select Case Studies

Case study
5.8x MOIC | Exited

From $20M to $800M ARR

How we helped a developer tools company scale from Series B to successful acquisition by a Fortune 100 technology company.

Read Case Study
Case study
4.2x MOIC | Active

Building the AI Security Leader

Our journey from Series C investment to helping build a category-defining AI-powered cybersecurity platform now valued at $8B+.

Read Case Study
Enactia Case Study - GRC Platform
3.5x MOIC | Active

Enactia: Automating Enterprise Compliance

Partnering with Enactia to build the leading AI-powered GRC platform, now serving enterprises across 12+ regulatory frameworks including GDPR, HIPAA, and ISO 27001.

Read Case Study
Case study
2.8x MOIC | Active

Scaling Global Risk Management

How Enactia's intelligent automation reduced compliance costs by 10x while expanding from regional to global enterprise clients.

Read Case Study

Perspectives on Enterprise Software

Thought leadership from our investment team on trends shaping the future of B2B software.

SaaS Metrics Analysis
November 2024

SaaS Metrics That Matter in 2025

How the best-performing enterprise software companies are rethinking traditional SaaS metrics in an AI-first world.

Read More
Enterprise AI Viewpoint
October 2024

Why Vertical AI Will Win

The case for domain-specific AI applications over horizontal platforms in enterprise software.

Read More

Let's Build Something Extraordinary

Whether you're a founder with a bold vision, an LP interested in our strategy, or a potential team member, we'd love to connect.

Global Headquarters

Building A1, Dubai Digital Park
Dubai Silicon Oasis
Dubai, United Arab Emirates

Additional Offices

London

22 Bishopsgate, EC2N

Singapore

One Raffles Quay

San Francisco

555 California Street

Send Us a Message

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Building A1, Dubai Digital Park
Dubai Silicon Oasis
Dubai, United Arab Emirates

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