Investment Thesis
SpringOwl Capital invests in companies positioned at the intersection of technology and the leisure economy. We believe that gaming, hospitality, and entertainment are undergoing fundamental transformation driven by technological innovation and changing consumer behavior.
Our founder Jason Ader has spent over 25 years analyzing and investing in these sectors. This deep expertise allows us to identify opportunities that generalist investors may overlook.
Gaming
The gaming industry is evolving rapidly. Online gaming, sports betting legalization, and technological innovation are reshaping how consumers engage with gaming experiences. We invest in:
- Gaming technology infrastructure
- Sports betting platforms and services
- Casino management systems
- Regulatory technology (RegTech)
- Player engagement platforms
Hospitality
The hospitality sector presents compelling opportunities for technology-enabled transformation. Our focus areas include:
- Property management systems
- Revenue management technology
- Guest experience platforms
- Integrated resort technology
Digital Entertainment
New forms of digital entertainment are creating investment opportunities across:
- Prediction markets and information exchanges
- Social gaming platforms
- Digital collectibles and experiences
- Event technology
Investment Criteria
- Companies with defensible technology or market position
- Strong management teams with domain expertise
- Clear path to profitability or value creation
- Opportunities for strategic improvement
Contact
For investment inquiries, please contact us at investments@springowlcapital.com.