Our Mission

At VVV Equity Partners, we invest in and transform vertical system of record (VSOR) software companies into AI-powered compounders.

We target mission-critical platforms exceeding $1M ARR that serve as the operational backbone for asset-heavy industries — software so embedded in customer workflows that switching costs make displacement extremely difficult.

Our differentiated value creation strategy deploys proprietary AI technology across our portfolio. We've built a suite of purpose-built AI products that integrate immediately upon acquisition.

This positions our portfolio companies as the only AI-enabled platforms in their verticals, driving 20-40% revenue acceleration while expanding margins through automation.

We deploy permanent capital to build enduring franchises, not optimize for quick exits. Our approach combines:

• Immediate AI transformation that creates sustainable competitive moats

• Buy-and-build consolidation in fragmented vertical markets with no clear leaders

• Operational excellence through our professional services platform and dedicated operators

• Portfolio synergies that unlock cross-selling and shared GTM infrastructure

Our investment thesis targets resilient, non-cyclical verticals in logistics, agriculture, construction, energy, and manufacturing — industries with accelerating software adoption driven by labor shortages, regulatory pressures, and digital transformation mandates.

These markets offer compelling unit economics: 90%+ gross retention, 120%+ net revenue retention, and 30%+ EBITDA margins at scale.

VVV represents a compelling opportunity to gain exposure to a diversified portfolio of AI-enhanced vertical software compounders — highly cash-generative businesses with predictable revenue streams, competitive positions, and multiple expansion potential as they evolve from traditional VSORs to AI-powered platforms.

Our permanent capital structure allows us to compound value over decades, creating a differentiated return profile for long-term investors.