About GASJ Holdings
A permanent home for exceptional technology companies
We founded GASJ Holdings with a simple thesis: the best software infrastructure companies deserve patient capital and operators who understand building for the long term.
Our Mission
GASJ Holdings exists to own and support technology infrastructure companies that build the foundational layers other software runs on. We provide permanent capital, operational expertise, and a long-term partnership for founders and operators who want to build enduring businesses.
We focus on developer tools, cloud infrastructure, security, data platforms, and vertical SaaS. These are businesses with high switching costs, technical moats, and the potential to compound value over decades—if given the right ownership structure.
Unlike traditional private equity, we have no fund to return and no artificial timeline for exits. We buy companies to hold them. We reinvest profits into growth. We support operators through multiple economic cycles.
Focus Areas
- • Developer Tools & DevOps
- • Cloud Infrastructure
- • Security & Compliance
- • Data Platforms
- • Vertical SaaS
What We Look For
- • Technical differentiation
- • High switching costs
- • Strong unit economics
- • Durable teams
- • Path to profitability
What We Believe
Our values
Long-term Thinking
We make decisions with decades in mind, not quarters. Permanent capital allows us to prioritize durable value creation over short-term metrics.
Craftsmanship
We respect builders who care about quality. Great software is built by teams who sweat the details and take pride in their work.
Principled Governance
We believe in transparent, fair dealings with founders, employees, and customers. No hidden agendas, no surprise restructurings.
Security & Privacy
We take data protection seriously—in our operations and across the portfolio. Security is a feature, not an afterthought.
Operator Empathy
We've built and scaled companies ourselves. We understand the challenges founders face and provide support that actually helps.
Continuous Learning
Technology evolves rapidly. We stay curious, update our mental models, and share knowledge across the portfolio.
Our Team
Operators who understand building
Our team combines investment experience with hands-on operating experience building and scaling technology companies.
Gabriel Santos
Managing Partner
Gabriel founded GASJ Holdings to build a permanent home for exceptional technology companies. Previously, he led infrastructure investments at a leading growth equity firm and was an early engineer at two successful developer tools companies.
Amara Chen
Partner, Operations
Amara leads operational support across the portfolio. She spent a decade scaling engineering organizations at high-growth infrastructure companies, including roles as VP Engineering and CTO.
Marcus Williams
Partner, Investments
Marcus leads deal sourcing and evaluation. He previously invested in infrastructure and developer tools at Tier 1 venture firms and brings deep relationships across the founder community.
Elena Rodriguez
Director, Platform
Elena runs GASJ's platform team, providing security, finance, and recruiting support to portfolio companies. She was previously COO at a GASJ portfolio company.
David Park
Director, Technical Due Diligence
David leads technical evaluation for potential investments. He brings 15 years of experience building distributed systems and leading engineering teams.
Our Journey
Building since 2019
2019
GASJ Holdings Founded
Started with a thesis: the best software companies deserve permanent owners who think in decades, not fund cycles.
2020
First Investments
Acquired stakes in Conduit and Lattice Compute, establishing our position in developer tools and edge infrastructure.
2021
Platform Team Formed
Built internal team to provide security, finance, and operational support to portfolio companies.
2022
Portfolio Expansion
Added Nexus Data Systems, Vantage Cloud, and BuildKit. Passed $500M in assets under management.
2023
First Realizations
Conduit and Lattice Compute acquired by strategic buyers, validating our approach to building durable businesses.
2024
Security Focus
Invested in Armature Security and Sentinel AI, establishing dedicated security vertical.
2025
Continued Growth
Portfolio reaches 10 active companies. Launched GASJ Labs for internal tools and experiments.
How We Work
Operating principles
Operators Lead
We don't install our own management teams. We back capable operators and give them the autonomy to run their businesses. Our role is to support, not to supplant.
Transparency by Default
No hidden agendas. We share our decision-making process, our concerns, and our constraints. We expect the same from our portfolio companies.
Long-term Orientation
We optimize for decades, not quarters. This means accepting lower short-term returns in exchange for compounding value. We reinvest rather than extract.
Platform, Not Control
Our platform team provides services—security, finance, recruiting—that portfolio companies can opt into. We don't mandate adoption; we earn it through quality.
Want to learn more about our approach?
Read how we evaluate investments, support portfolio companies, and think about long-term value creation.