Scalable software franchises with durable growth channels
IVP's 2026 posture remains centered on breakout software companies that can scale efficiently with strong retention, expanding product surfaces, and category leadership potential. The emphasis is on high-quality growth and durable enterprise revenue architecture.
IVP remains focused on businesses with strong net revenue retention and multi-product expansion opportunities.
AI is most investable where it is embedded into existing mission-critical workflows.
Core infrastructure and cybersecurity remain critical as AI increases system complexity.
The priority shifted from growth-at-all-costs to efficient compounding with resilient GTM systems.
Use this entry point to review how IVP engages with early teams.
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Last updated: January 18, 2026