We're always looking for founders and companies that fit our investment criteria. The criteria below help us carefully manage investment risk by identifying the most suitable opportunities.
If you are unsure, reach out and we'll give a quick read on your idea – we feel the obligation to evaluate against our criteria is our responsibility.
What We Look For:
1. Team
- Deep industry and operational expertise
- A balanced founding team
- Coachable, focused, innovative and enjoyable long-term partners
2. Industry
- Unsexy, fragmented, or stagnant B2B sectors
- Lightly regulated environments
- Asset-light, capital-efficient models
3. Business Model
- Proven product-market fit and established business model
- Positive unit economics
- Clear path to breakeven with disciplined expense management
4. Where we specifically don’t invest
We don’t want to limit our opportunity set too much, but there are some spaces that just don’t make sense for the style of investing we’re pursuing:
- Deep tech/frontier technology