Investment strategy
We back companies where technology can change the economics — and then we help build it.
[01]Thesis
Deep industry knowledge and loyal customers, running on disconnected software and manual work. Fix the systems and you unlock capacity, margin, and growth capital alone can't.
Identify and support businesses with meaningful opportunities for value creation.
We look for companies whose fundamentals are stronger than their systems — and commit capital where a clear plan for improvement can be executed.
Modernize infrastructure, develop software, integrate systems, and deploy practical AI.
Through Create A Legacy, we bring engineering and automation capabilities directly into the businesses we partner with, rather than recommending them from a distance.
Improve operational efficiency, business visibility, revenue capacity, and scalable execution.
We focus on the workflows that absorb time and margin, replacing friction with systems that let teams do more of the work that matters.
Build sustainable businesses through disciplined partnership, recurring revenue, and resilience.
We measure success in years, not quarters — favoring durable revenue, operational resilience, and strategic growth over short-term outcomes.
[02]What we look for
Leadership teams who understand their customers, their market, and the work itself — knowledge that technology can amplify but never replace.
A loyal customer base, recurring demand, or a defensible market position that provides a stable foundation for improvement.
Disconnected software, manual workflows, fragmented data, or legacy systems that limit scalability and absorb capacity.
Clear opportunities where software, automation, or AI can change the economics of the business — not merely add tools.
Owners and founders who want an active partner and share a commitment to building enduring value over quick outcomes.
Room to expand revenue, margins, or market reach once operational constraints are addressed.
[03]Structures
Potential structures we may consider. Every engagement is designed individually and is subject to diligence, mutual agreement, and definitive documentation.
A strategic stake in an established company, paired with technology and operational support where it adds value.
Controlling ownership in businesses where a long-term transformation plan can be executed with conviction.
Shared ventures with founders and industry experts, combining domain expertise with OLP's technology and operating capabilities.
Engineering and systems contributed in exchange for equity, aligning OLP's work directly with the long-term outcome.
New software companies conceived and built from identified market needs, often alongside industry operators.
Targeted investments where automation can unlock significant, measurable operational value.
Patient ownership of technology-enabled businesses, with no predetermined exit timeline.
[04]Target industries
Industries where we believe technology-enabled transformation creates meaningful value. Areas of interest — not existing holdings.
Clinical and administrative operations often run on fragmented, legacy systems. Intake, scheduling, billing, and patient communication carry heavy manual workloads that well-designed automation can relieve without disrupting care delivery.
Where technology creates value
Clinical and administrative operations often run on fragmented, legacy systems. Intake, scheduling, billing, and patient communication carry heavy manual workloads that well-designed automation can relieve without disrupting care delivery.
Advisory, accounting, insurance, and legal practices are built on relationships and expertise, yet much of their capacity is absorbed by document handling, data re-entry, and coordination between disconnected tools.
Software built for a single industry can become deeply embedded in its customers' operations. Many such platforms have loyal users but under-invested product roadmaps, creating room for modernization, AI capabilities, and new recurring revenue.
Service businesses operating across locations depend on consistent execution. Standardized systems, shared data, and automated coordination can improve margins and make growth repeatable rather than proportional to headcount.
Training providers, schools, and workforce programs face rising expectations for personalized delivery and measurable outcomes. Technology can extend instructional capacity and improve enrollment, engagement, and reporting.
Industrial businesses hold significant operational know-how, but quoting, scheduling, inventory, and maintenance frequently live in spreadsheets and aging systems. Connecting these workflows can unlock throughput and margin.
As businesses adopt AI and connect more systems, the need for trustworthy infrastructure grows. Specialized security and emerging-technology companies can benefit from operational support and disciplined commercialization.
Service firms that pair human expertise with proprietary systems can deliver more consistently and scale more efficiently. Embedding software into the service model can transform the economics of the business.
[05]Value creation
Building systems tailored to how a business creates value.
Replacing inefficient, aging platforms with maintainable infrastructure.
Removing repetitive administrative and operational work.
Deploying practical AI where it measurably improves capacity and service.
One connected platform for customers, revenue, and delivery.
Improving how customers are won, served, and kept.
Developing new software offerings from operational expertise.
Reporting that gives leadership a clear, current view of the business.
Connecting disconnected applications so data moves once.
Reducing unnecessary operational expense without reducing quality.
Supporting strategic commercialization and new markets.
[06]Partnership process
A deliberate path from first conversation to lasting improvement.
Stage 01 of 05
Relationships, referrals, and our ecosystem surface businesses worth understanding.
[07]Long-term ownership
We don't start with an exit date. We start with a plan to build a better company.
Recurring revenue, operational resilience, and sustainable growth come first. Where a partnership calls for a different path, we pursue it thoughtfully and with the people who built the business.
Submit an opportunity
Owners, founders, and advisors are welcome to share opportunities. Every submission is confidential.