Our Approach
How we think, invest, and build.
We are not passive allocators. We are conviction-driven investors who take an active role in the companies we back — from seed through scale.
Our approach is shaped by years of operating experience and hard lessons learned. We’ve seen what separates companies that endure from those that fade, and we invest accordingly.
Investment Process
Simple, transparent, founder-first.
Initial Meeting
We listen first.
Every conversation starts the same way — with curiosity. We want to understand your vision, the problem you’re solving, and why you’re the right person to solve it. No pitch decks required.
Thesis Alignment
Does it fit our conviction?
We invest in markets we understand and believe in deeply. If there’s alignment on the opportunity, we move fast. Our diligence is focused, not exhaustive — we’re making a judgment call, not auditing a company.
Due Diligence
Focused, founder-friendly diligence.
We respect your time. Our process is typically 3–4 weeks. We’ll speak with customers, advisors, and references — but we won’t hold up your round for months of unnecessary process.
Term Sheet
Transparent terms, simple process.
We use straightforward, founder-friendly terms. No games, no surprises. We tell you exactly what we want and why, and we move at the speed you need.
Active Partnership
The work begins.
Post-investment, we embed with you. That means introductions, hiring support, follow-on capital, board value-add, and being available when things get hard.
Sectors
Where we play.
We concentrate in sectors where our team has deep expertise and an informational edge. We don’t invest in everything — we invest in what we know.
Technology & Software
- Enterprise SaaS
- AI & Machine Learning
- Developer Tools
- Infrastructure
Consumer & Commerce
- E-commerce
- Social Commerce
- Marketplaces
- Digital Media
Healthcare & Life Sciences
- Digital Health
- MedTech
- Mental Health
- Genomics
Financial Services
- Embedded Finance
- Payments
- Insurance Tech
- Wealth Tech
What We Look For
The qualities that define our founders.
We back people before products. The most important thing we evaluate is the founder — their vision, character, and capacity to execute through uncertainty.
- Obsessive domain expertise
- Missionary vs mercenary motivation
- Ability to recruit exceptional talent
- Strong opinions, loosely held
- Capital efficiency mindset
- Clear path to market leadership
Think we’re the right partner?
If your company fits our thesis, we’d love to hear from you.