Our approach

Triple’s Investment Philosophy

We see, back and grow tech and data businesses that address some of today’s most critical challenges.

We focus on tech and data-driven solutions that operate behind the scenes but are essential to trust, transparency and efficiency – and often represent a license to operate. Demand for these solutions is supported by strong structural tailwinds including regulation, complexity and increasing data intensity.

Our approach is grounded in decades of experience working within our two core verticals: Financial Infrastructure and Governance, Risk & Compliance.

This gives us the sector knowledge and perspective to identify attractive opportunities, act with conviction and help businesses realise their full potential.

We remain closely engaged as a trusted and capable partner throughout the ownership journey, helping management teams navigate complexity, make confident decisions and access strong expertise and networks at the right time.

Because long-term success is not created by capital alone. It comes from identifying potential, unlocking it with purpose and building enduring value.

Investment focus and criteria

B2B tech & data businesses in two core verticals: Financial Infrastructure and Governance, Risk & Compliance – both verticals with strong tailwinds.

 

Financial infrastructure:

  • Content
  • Capital markets workflow
  • Data management
  • Trading infrastructure
  • Data aggregation
  • Analytics & Indices
Governance, risk and compliance:
  • Regulatory reporting
  • Supply chain / Supplier Risk
  • GRC Data & Analytics
  • Digital identity / Fraud
  • AML / KYC
  • Integrated Risk Management

Businesses headquartered in Northern Europe and the UK.

Proven technology, defensible IP and highly embedded in customers operations.

Niche market leaders with deep domain expertise, that have the potential to support a consolidation play.

Commercial traction based on high levels of recurring revenues, profitable growth, low customer concentration and strong net retention.

High-quality and ambitious management teams who strive to achieve the full potential of the business.

Repeatable value creation model

We work hand in hand with companies to set the right foundations, including access to our talent, while driving growth. Our deep sector focus means that we address businesses’ challenges and opportunities directly without requiring extensive education on the business or market dynamics

Proprietary sourcing

Proactive deal sourcing from long standing industry relationships and a deep vertical focus.

Domain expertise

A deep focus on the core verticals gives us the insight to identify the strongest opportunities, develop a clear thesis and drive forward with conviction.

Operational Support

Dedicated operational support for transformational change, strategic M&A, integration and separation and other value adding initiatives.

Network

Strong bench of senior industry advisors to leverage both before and after acquisition.

“Triple VC embedded themselves in our team from day one — working hands-on with employees, customers, and partners to redesign our pricing architecture. They delivered concrete tools and targets we could act on immediately, driving an ARR uplift that exceeded our expectations”

— Mathias Frost-Bilgram, CCO of Cerivo

Triple in action

Triple works with the portfolio companies to strengthen all aspects of their operations and value chain.

 

We apply a broad approach to value creation, deploying a wide range of levers according to the specific needs and potential of our portfolio companies. Shown here are just a few examples.

LBG was a carve-out from Delinian. Prior to the carve-out, it was receiving group support pre-Triple acquisition across a number of functions, including finance, HR and IT. Between signing and closing, Triple established a separation team to support delivery of the carve-out within the TSA (Transition Service Agreement) period. By the end of the five-month TSA period, the business was functioning as a standalone entity.

At SmartSearch, we worked with the leadership team to strengthen organisational performance and leadership capability by introducing a structured performance management framework linked to reward and succession planning, alongside regular employee engagement measurement and more transparent communication on business performance.

With the support of Triple and our strategy workshops on customer and market segmentation, the business upgraded its existing sales organisation. This involved reorganising the GTM approach by aligning resources into vertical customer “pods”, and, in doing so, strengthening the business’s value proposition within each of its core customer segments.

At Cerivo, Triple initiated a new branding and visual identity project, supported by a branding expert from the Triple network. The project resulted in a unified brand across the four acquired businesses, with a structured transition from the legacy brands to the new Cerivo positioning.