What We Do
Third South Capital is a permanent holding company that acquires, builds, and operates profitable businesses.
What We Believe
- AI should support people, not replace them. We build tools that help people do more work that matters. If a project's goal is cutting jobs, we're not the right firm.
- Effective AI needs shared buy-in. The most effective projects create shared excitement on a team.
- People in the loop. AI can save teams time, but important decisions remain theirs.
- Ownership stays with the operator. From training to data, core competencies and operations should live with the business.
- AI deployment must be thoughtful. Not all projects are a good fit for AI. We focus on the ones that are.
We believe human-centered AI projects can help software and software-enabled businesses scale effectively while generating value for our holding company and the team members we work with.
Our Portfolio
- EntryThingy, a leading gallery and call management software for arts organizations
- Blue Canary Software, a suite of several Zendesk applications used by thousands of agents
- Icon Horse, the easiest way for developers to retrieve icons for a given URL
- Clipboard History Pro, a browser plugin for managing your clipboard history
- Shopping Cart Apps, a Shopify app for syncing e-commerce tools with advertisers
- Third South Solutions, a boutique consultancy deploying AI solutions in partnership with people
We focus on two different kinds of companies:
Software Businesses
Vertical and niche SaaS with 70%+ recurring revenue, teams under 10, and 5+ years of operating history. We don't buy pre-revenue or unprofitable growth businesses.
Software-Enabled Businesses
Businesses where AI can make a large, positive impact on a team and its operations. $2mm+ EBITDA and 5+ years of operating history.
Who's Behind This
Colin Burns, public markets and capital allocation.
Justin Duke, software engineering and SaaS.
Myles Marino, early-stage operations.
Harrison Roday, business operations, finance, and deal execution.
Get in Touch
Have a business we should consider acquiring? Please reach out. We aim to move quickly.
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