
Tomco Capital – 2025 Annual Letter
Tomco Capital’s 2025 Annual Letter reflects a year of recalibration and clarity – highlighting portfolio performance, renewed strategic focus, and the operating principles guiding the firm into 2026.

Tomco Capital’s 2025 Annual Letter reflects a year of recalibration and clarity – highlighting portfolio performance, renewed strategic focus, and the operating principles guiding the firm into 2026.

They say no books have ever been written about the view from the top of Mount Everest. Because the story isn’t up there – it’s in the climb.

I started as a high-paid SAP consultant selling hours. By productizing my expertise, I built a SaaS company, scaled it, and exited. Here’s the playbook.

At TomcoCapital, we don’t just talk about AI – we run every portfolio company as AI-first. Here’s what that actually looks like, why it works, and how you can do the same to future-proof your business.

I sold my company. Moved to London. Retired (sort of). And last week, I did what every ex-founder does when they still feel a pulse when they hear the word “product-market fit”: I went to London Tech Week.

After selling my company, I explored buying another business and quickly realized that inheriting someone else’s unfinished systems wasn’t the future I wanted.