Our investment thesis focuses on scalable service companies supported by operational systems and digital distribution.
We don’t scale ‘hours for money’. We scale systems that deliver value predictably. Businesses built on deep expertise and systemized processes scale the fastest. We turn freelancers into agencies, and agencies into platforms.
We acquire traditional locations (dental, aesthetics, wellness) and install a digital operating system. By centralizing marketing, booking, and operations, we turn isolated shops into a unified, high-growth chain.
In the AI era, trust is the scarcest asset. Long-term defensibility comes from Authority. We build media brands and education platforms that turn customers into students, and students into evangelists.
Humans are for strategy. Software is for execution. We build and deploy proprietary software (like Atheon_OS) to remove operational bottlenecks, reducing headcount requirements while multiplying leverage.
Rising middle class across SEA is driving unprecedented demand for premium services.
Traditional SME chains are under-systemized. A digital layer creates instant alpha.
Deep expertise exists, but is under-monetized. Education models unlock high margins.
SME software stack is fragmented. Unified vertical SaaS wins the market.
"We only build companies we’d be proud to own for a decade."