Software, data and infrastructure plays with sticky workflows and resilience to AI.
We invest in vertical SaaS, fintech, cybersecurity, data analytics and managed IT services. The focus is on businesses with proprietary data moats, high switching costs, and the ability to embed AI directly into their product — making them more valuable, not more vulnerable.
Three focal points in this sector.
Vertical SaaS & platform software
ERP, insurtech, payment rails and industry-specific software with deep workflow integration and high retention.
IT services & managed services
MSPs, hosting and integrators across HR, ERP and logistics — consolidate a vertical and internationalise with AI accelerating code, data and ticketing migration.
Cybersecurity & data infrastructure
Data, analytics and AI infrastructure plays with defensible moats. Digital infra, data centres and telecommunications.
Building a Baltic platform worth backing?
Curonia Capital partners with founder-led Baltic SMEs in healthcare, education, technology and services. €2–5M cheques. Tell us about your business.