Strata invests in high-growth software and AI-enabled businesses where technology can create durable competitive advantages and attractive capital-efficient growth.

Investing in the Next Generation of AI-Enabled Software

  • AI expands what software can do

  • Software is moving from managing workflows to performing work

  • AI can dramatically increase software's addressable market

  • Capital efficiency becomes increasingly important

  • Vertical and networked software can have particularly strong advantages

  • Strata looks for businesses where AI creates durable economic value