Our investment philosophy balances curiosity with conviction — identifying critical problems and investing only when there is validation for the vision. We look at opportunities uniquely – adapting to the nuance of each situation.

We work across stages, structures, and themes. Our flexible mandate allows us to consider opportunities beyond conventional criteria, and we seek evidence of durable advantage in every opportunity we evaluate.

Proven Traction:
Validation can take many forms – revenue with strong retention, market/user-tested technology, defensible IP, etc.

Stage:

Situation vs. stage. We typically invest outside of the nominal A, B, C... rounds.

Structure:

Full spectrum of investment structures from traditional equity to creative credit solutions and hybrid approaches.

Data:

Opportunities that have distinctive data assets with repeatable acquisition and compounding value.

Team:

Leaders and operating teams that have expertise and abilities uniquely suited to the opportunity.

Geo:

Typically US-based companies, though able and willing to invest internationally in right situations.