We build, acquire, and operate online applications — for the long run.
Online Applications LLC owns a portfolio of online software businesses and runs them directly. Alongside the group, we help a small number of teams build and scale software of their own.
An operating company that runs what it owns, and advises from what it operates.
We hold controlling interests in a portfolio of online applications. Each business runs under its own name and team, supported by shared capital, talent, and operating infrastructure. We are not a passive fund — we build and operate what we own, and reinvest what one product teaches us into the next.
Advisory is our second line of work. The counsel we extend to partners has been tested first with our own capital, customers, and teams, never theorized from the outside. We keep that practice deliberately small.
We own and operate online applications across a handful of categories. We take controlling positions and hold them — building each one to compound in value year after year, not quarter to quarter.
Payments & financial infrastructure
Processing, multi-currency, and subscription billing for online businesses operating across borders.
Communication & community
Real-time messaging and community software for groups, teams, and audiences.
Commerce & marketplaces
Direct-to-consumer and peer-to-peer commerce platforms built for conversion and repeat use.
Applied AI & support
Conversational and automation software for support, pre-sale, and post-purchase, with humans in the loop.
Learning & productivity
Subscription tools that help people and small teams learn, organize, and get work done.
Categories shown represent the areas in which the group operates. Specific holdings are disclosed under agreement.
Beyond the portfolio, we work alongside a few teams on the disciplines that decide whether online software scales. Every engagement draws on something we run ourselves.
Growth & acquisition
Acquisition architecture across the channels that matter — creative, media, and the data systems that make spend compound.
Product & conversion
From first touch to daily habit: onboarding, conversion, and retention designed to sustain the business.
Payments infrastructure
Processor architecture, multi-currency, and chargeback strategy — the financial plumbing that survives scale.
Applied AI
Assistants and automation put to work in support and product, with the human oversight production requires.
Market entry
Entry and prioritization for new markets: real localization, regulatory diligence, and customer research.
Embedded operation
Multi-month engagements beside your team, doing the work in creative, channels, and hiring — not just the deck.
We build what we use.
Every decision is proven first with our own capital, teams, and customers — never theorized from the outside.
Concentrated by design.
Few holdings, deeply held. We take on a small number of partners each year and decline far more than we accept.
Confidence kept.
Our partners and the work we do together are not the subject of case studies or public commentary.
Built to compound.
We optimize for growth that survives a market cycle, not the kind that wins a quarter and loses the year.
Let's talk.
Whether you're weighing an acquisition, an engagement, or simply whether we're a fit — we'd be glad to hear from you.
Get in touch