Point Nine Capital

Point Nine demonstrates how niche specialization creates moats in venture capital. By investing exclusively in B2B SaaS and B2B marketplaces—declining consumer deals entirely—they've accumulated irreplaceable pattern recognition that generalist VCs cannot match. This mirrors specialist species that dominate narrow ecological niches: the koala eats only eucalyptus but faces no competition for it. Their published SaaS metrics frameworks function like territory marking, establishing intellectual authority that attracts deal flow. Ranked #2 on Forbes Midas List Europe (2025) despite a narrow mandate proves focus compounds.