The entrepreneurs we back are committed to building scaled businesses that set new standards for their industry. They leave us walking away from meetings feeling like we just learned something from a world-class expert. They expect to win, not out of arrogance, but because they've become accustomed to achieving. They have grit from consistently pushing themselves to do the hard things in life. They never settle for less than excellence. They are hungry overachievers, both in their work and their quest for personal development. They're energetic leaders who set ambitious targets and inspire teams to hit them.
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We understand the entrepreneur’s journey because we have been there and are active operators ourselves. We love to roll up our sleeves and help entrepreneurs build impactful products and valuable companies. We love what we do, and we’re always looking for exceptional people to partner with.

We are primarily consumer investors with a broad thesis and a few areas we have thought about deeply.

[01] Future of commerce

E-commerce expansion

‍Currently, only 12% of commerce is done online. E-commerce will continue to eat retail and longer-tail offline commerce, accelerated by AI's ability to enable more complex purchases

Construction tech

New buildings will be default connected and powered by technology throughout their lifecycle, shifting the paradigm in planning and construction

Robotics

AI will breathe new life into robots, filling in the crucially missing piece for many applications - the brain

[02] Future of people

Personal finance

‍As the economy rapidly and unpredictably changes, people will need help to keep up. Automated tax and investment advisors powered by AI will become the default for future generations

Baby boomers

‍70% of wealth is in the hands of people >60 years old. They use technology differently yet few new technologies target this group

Premium

‍The top 1% is getting richer and will demand new, better, and more personalized products and services

Gaming

As our economy transforms and unemployment soars, interactive entertainment will boom

[03] Future of work

AI Tools

Every field of knowledge work from software development to art & design will radically change

Remote work

‍Many more people will work remotely, and even within the same office, staying in sync is a universal challenge resulting in billions of hours of wasted time

Micro entrepreneurship

‍More people will start their own side hustles and small businesses as work becomes more scarce

High-ticket SaaS

‍‍As more labor is replaced or optimized by AI, SaaS will become more impactful and thus, more expensive

We focus on consumer and enterprise software at Pre-seed, Seed and occasionally Series A. We act as a sounding board to entrepreneurs throughout their journey from idea to IPO.

Pre-seed

‍We’ve run two successful search labs and know the exciting, sometimes daunting feeling of starting something from nothing. We work with founders from the idea stage to help navigate the process of validating assumptions and getting initial customers.

Seed and beyond

‍We often get involved when companies are a few months into building and there are early indications of product market fit. At this stage, we focus on helping seed companies with their early go market strategies, key early hires, and fundraising introductions.

Process

‍When we meet with founders, we're looking to have a thoughtful discussion about their business or idea. We want to understand the market, the vision for how big it can be, and how the founders think about what matters most for their business. While venture-backable ideas are the admission ticket, we are really evaluating for people we think are, or will be exceptional founders. After meeting, we typically get back to founders within 3 days with a decision to either partner or pass.

Check size

‍Typically between $25,000 - $100,000

Role

‍When we invest in early stage founders, we take an engaged, but passive role in helping our companies. We do not take board positions. We will ask tough questions if we see a team straying, but at the end of the day, we are investors, not managers. We give our all when founders engage with us, whether that means helping recruit executive or technical talent, designing go to market or product strategies, or planning the next fundraise.

Don’t just take our word for it. We encourage entrepreneurs to talk to others who have worked with us and hear what they have to say about us.

If you view us as just a funding option, then there are a lot of places you could consider. But if you share our values and perspective on partnership, we’d love to connect.

Lead with Integrity

‍When we say something, we mean it. When we agree to take a meeting, we show up on time, give you our full attention, and follow up with thoughtful feedback, even when the answer is not what you want to hear. We don't gossip when things don't go to plan. We are honest, even when it is not in our favor to do so. We expect our partners to uphold this value in the way they conduct their business and have no interest in working with those who do not.

Play to Win

‍We are intensely competitive and are driven to help build the market-defining companies of each generation. When we engage, we go to bat for our companies, call on every connection to help, and do whatever it takes to win.

Value Relationships

Meaningful relationships are the most fulfilling part of what we do. When we enter into new ones, we ask ourselves if this is someone who we would personally want to build a business with? The individuals we build relationships with are people we intend to know for life, and we treat them with that respect. We will never compromise long-term trust for a short term win. If our partners don't treat us with the same respect, we will walk away.