Lends to and invests in technology-related companies, especially large, established enterprise software businesses, providing debt and equity financing to companies based primarily in the United States.
10-K for FY2025, filed Mar 3, 2026
Earns interest from loans to portfolio companies and dividends from equity investments. Some interest and dividends are added to investment balances instead of being paid in cash, generally coming due at maturity or a liquidation event.
10-K for FY2025, filed Mar 3, 2026We were formed primarily to originate and make debt and equity investments in, technology-related, specifically software, companies, that…View ↗
Interest income is recorded on the accrual basis and includes accretion or amortization of discounts or premiums. Certain investments may…View ↗
Dividend income on preferred equity securities is recorded on the accrual basis to the extent that such amounts are payable by the…View ↗
$297.3M
10-K for FY2025, filed Mar 3, 2026
$297.3M ↗
Finances technology companies, especially enterprise software businesses; many are backed by institutional investors. The investment team sources many investments directly and also works with private equity sponsors, venture capital firms, and other deal sources.
10-K for FY2025, filed Mar 3, 2026We were formed primarily to originate and make debt and equity investments in, technology-related, specifically software, companies, that…View ↗
We are advised by the Adviser pursuant to an investment advisory agreement. The Adviser is an indirect affiliate of Blue Owl Capital Inc.…View ↗
Distinctive Origination Platform — We anticipate that a substantial majority of our investments will be sourced directly and that our…View ↗
The Investment Team includes approximately 130 investment professionals (over 40 of whom are dedicated to technology investing) and is…View ↗
The Investment Team also maintains direct contact with banks, corporate advisory firms, industry consultants, attorneys, investment banks…View ↗
Yes. It kept 96 cents of every revenue dollar as net income in FY2025.
10-K for FY2025, filed Mar 3, 2026
10-K for FY2025, filed Mar 3, 2026
$284.1MView ↗
Growing. Revenue grew 5.0x in 3 years, from $59.1M in FY2022 to $297.3M in FY2025, about 71% a year.
Focus on enterprise software
The older report described a broad range of technology-related companies serving businesses and consumers. The latest report centers on large, established enterprise software companies, with emphasis on application, systems and infrastructure, and fintech and payments software.
10-K for FY2022, filed Mar 9, 2023 10-K for FY2025, filed Mar 3, 2026The Company was formed primarily to originate and make loans to, and make debt and equity investments in, a broad range of established and…View ↗
We were formed primarily to originate and make debt and equity investments in, technology-related, specifically software, companies, that…View ↗
Competes with Blue Owl Technology Finance
10-K for FY2025, filed Mar 3, 2026We believe that there is currently an opportunity for us to be a “first mover” as a specialized debt financing provider in the technology…View ↗
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