Our Approach

Singular focus.

Palo Alto Strategy Group was founded with the sole intent of helping technology investors achieve superior performance.

We leverage our extensive experience with technology and software companies, from both consulting and executive management perspectives, to help investors achieve superior performance. Our singular focus on software, tech-enabled services and E-Commerce gives us an advantage over generalist advisory firms, and our ability to consume tech-related findings through a commercial lens sets us apart from other technology-focused advisors.

Singular focus.

Palo Alto Strategy Group was founded with the sole intent of helping technology investors achieve superior performance.

We leverage our extensive experience with technology and software companies, from both consulting and executive management perspectives, to help investors achieve superior performance. Our singular focus on software, tech-enabled services and E-Commerce gives us an advantage over generalist advisory firms, and our ability to consume tech-related findings through a commercial lens sets us apart from other technology-focused advisors.

“Your reports are great. They demonstrate your unique expertise in software, yet they’re easy to comprehend by everyone on our investment committee.”

We track Attractive Assets across Technology Markets.

Our team monitors companies we have previously diligenced, and tracks companies that are either approaching sale or exhibit attractive investment qualities. We leverage our network to remain abreast of leading trends in software, uncover key disruptors, and gain a granular understanding of technology markets.

We track Attractive Assets across Technology Markets.

Our team monitors companies we have previously diligenced, and tracks companies that are either approaching sale or exhibit attractive investment qualities. We leverage our network to remain abreast of leading trends in software, uncover key disruptors, and gain a granular understanding of technology markets.

We understand the Nuances of Technology-focused Diligence.

We collaborate closely with our clients at the outset of each project to review their investment hypotheses and flesh out deal-specific dynamics.

We understand the Nuances of Technology-focused Diligence.

We collaborate closely with our clients at the outset of each project to review their investment hypotheses and flesh out deal-specific dynamics.

We have first-hand Experience growing Technology and Software Companies.

We understand the difficulties associated with implementing new strategies within portfolio companies, so we approach value creation pragmatically and in partnership with company leadership teams. We speak the same language as software development and IT teams, we know where to look to uncover growth opportunities, and we measure business model impacts.

We have first-hand Experience growing Technology and Software Companies.

We understand the difficulties associated with implementing new strategies within portfolio companies, so we approach value creation pragmatically and in partnership with company leadership teams. We speak the same language as software development and IT teams, we know where to look to uncover growth opportunities, and we measure business model impacts.

We translate complex Tech Jargon into consumable Takeaways for your Investment Team.

Our deliverables are rich in data and perspective, and enable our clients to make sound investment decisions. They are also devoid of techno-speak. We pride ourselves on delivering insights that relate to your investment strategy and can be digested and acted upon by your investment committee.

We translate complex Tech Jargon into consumable Takeaways for your Investment Team.

Our deliverables are rich in data and perspective, and enable our clients to make sound investment decisions. They are also devoid of techno-speak. We pride ourselves on delivering insights that relate to your investment strategy and can be digested and acted upon by your investment committee.