Two positions. Skin in the game.
One from each sector thesis. Actively investing. Pipeline grows every week.
Able
Entry in 2023, before Point FM existed, from personal capital. We strategically repositioned the group as an AI-native organization — processes, product agenda, and GTM are all built around AI as core infrastructure, not an add-on. Part of this was the acquisition of the design studio Blackfish, which I closed alongside management.
Verzuz
B2B SaaS for non-life insurance comparison (vehicles, property, travel). Targets companies that offer insurance as part of their product but don't want to build their own infrastructure for it — Verzuz saves them millions of crowns a year on IT costs.
Clients include Broker Trust, AAA Auto, Auto Esa, and others. Bootstrapped SaaS business — a model that enables organic growth of 50–100 % YoY. Currently Czech Republic + Slovakia, with expansion across CEE planned.
Structural advantage: high switching costs after integration, the regulatory moat of the insurance industry, and a data advantage that grows with every new customer.
From 500+ companies continuously scored by PFM Scout, we've opened conversations with 9. Eight we declined during due diligence. One we're actively negotiating with today.
We're building the portfolio gradually. Goal: 4–8 core positions where we can increase our stake when the thesis confirms.
The pipeline grows thanks to tools we built ourselves.