Your Capital & Execution Partner for Scaling AI Value Creation

As a micro private equity firm, Hypothesis Partners bridges the gap between rapidly advancing agentic AI capabilities and the enterprise’s ability to achieve measurable business outcomes through adoption and application.

We acquire, operate, and optimize service businesses that enable enterprise data and AI transformation. Our founding team comprises seasoned entrepreneurs and domain experts in enterprise workflows, analytics, and agent-enabled automation. We target companies with $2–5M in EBITDA, robust customer recurrence, and scalable managed services business models.

We recognize a structural disconnect between the pace of AI infrastructure innovation and enterprise readiness for adoption. Our strategy is to transform mid-market service firms into platforms that empower customers to implement agentic automation with operational clarity and cost efficiency.

At Hypothesis Partners, we believe enterprise AI adoption will increasingly be defined by agent-based automation—intelligent systems that execute operational tasks with auditability, performance feedback, and business-user control. As inferencing becomes ubiquitous and cost pressures drive automation deeper into workflows, enterprises will require platforms that combine model flexibility with transparent data governance.

Most mid-sized firms, despite strong service DNA, are not equipped to transition from consultative engagements to delivering sustained, interoperable agentic services. They often lack the technical architecture, investment capital, and transformation leadership necessary to productize and scale. Large global system integrators, while deeply embedded with enterprise clients, are constrained by delivery models optimized for bespoke engagements and multi-year programs, not modular agentic transformation that business users can adopt incrementally. Internal incentives within GSIs frequently discourage platform design and reinforce legacy service frameworks that resist operational innovation.

Hypothesis Partners is purpose-built for this moment. We combine technical fluency in agentic systems, operational experience with enterprise data workflows, and the financial capacity to mobilize and augment service firms — enabling rapid transformation of existing customers and their data estates. By focusing on companies poised to evolve into agentic delivery platforms, Hypothesis Partners offers a pathway to scalable transformation that enterprises can deploy, trust, and measure — free from vendor lock-in and slow delivery cycles.