WHO WE WORK WITH
We tend to partner with founders early. We don't care who else is in, and you'll never hear us tell you it’s “too early.”
Because we invest across sectors, business models, and geographies, we anchor on the people behind the company. Over time, we've noticed that we tend to back certain founder archetypes. These are a few examples:
The Missionary
solving a problem they've lived firsthand; would be doing this with or without VC backing
The Driver
strong bias to action; <5min response time; thinks in trades and runs the company like a quant fund
The Savant
former competitive athlete or gamer; successful side hustle (e.g., Minecraft servers) at an early age; top 0.1% in the world at something rare and important
The Nonconformist
Relentlessly questions the way things are; turned down a top school or company for something unconventional; prioritizes shipping over posting on social media
When it comes to markets and business models: we're agnostic. Table-stakes are a market and business model that can underpin $1B+ in revenue and a durable, compounding growth engine.
Venture capital isn’t the right product for every company; venture is predicated on hypergrowth and power law outcomes. Our job is to find the founders building the handful of companies that will reinvent large markets or create new markets altogether.