We back founders who defy convention to change the future.
We operate as a research-driven and founder-focused venture capital firm with a concentrated portfolio.
This focused strategy allows us to provide meaningful support to our companies throughout their formative stages and far into the future as companies mature. Our aim is for our founders to say that we are the most valuable investor they have in their cap table.
Our investment process combines a thoughtful approach to get to know a company with rigorous due diligence supported by thematic research to deeply understand market dynamics. We leverage our proprietary software, Voyager, to efficiently identify and select the best startups building in particular thematic areas. Our data-driven model enables us to approach opportunities with an informed perspective while identifying the most effective ways to help companies.
What truly distinguishes our firm is our unwavering focus on founders themselves. Through years of experience, we have identified four core paradigms that we prioritize in the companies we back. These traits have held true across time, driving outlier success.
Purity of motivation
The founders we back aren't chasing trends. They're solving problems they've lived. That intrinsic connection creates resilience that external rewards never could.
Unlike founders who follow market cycles or optimize for near-term returns, mission-driven founders bring a lasting passion that sustains them through adversity over years, even decades. They would continue their work regardless of external validation.
We help founders recruit team members who share their core motivation, then shape that drive into a scalable and sustainable business.
The earned secret
The best founders have spent years, often a decade or more, inside an industry before building inside it. Their edge isn't research. It's lived understanding that outsiders cannot replicate.
Founders with earned secrets have experienced the inefficiencies they're solving. Their insights emerge from a first-principles understanding of the status quo, surfacing opportunities that are invisible to those who only know an industry from the outside.
We help founders test, validate, and sharpen their insights, then translate them into products and organizations that address the most critical pain points.
Obsessed problem solving
These founders operate with the unshakeable belief that better solutions exist, and they're determined to find them. They immerse themselves in customer pain, iterate relentlessly, and know when to pivot.
Obsession isn't stubbornness. The best problem solvers combine persistence with judgment, knowing which experiments to run, when to change course, and how to separate signal from noise even when the market is noisy.
We provide guidance on which experiments to prioritize, input on when and how to pivot, and resources to maximize impact.
Non-consensus thinking
The biggest opportunities exist precisely where established players aren't looking. These founders identify them by questioning accepted wisdom, then have the discipline to stay the course when the market disagrees.
Non-consensus founders don't diverge from convention for its own sake. They combine genuine intellectual independence with the discernment to know when convention is going in the other direction, and the courage to act on it anyway. That combination is rare, and it's what enables category-defining breakthroughs.
We provide the conviction and support to help founders stay the course, while helping them understand and overcome the structural roadblocks ahead.
If you embody one or more of these paradigms, we want to speak with you. We’re committed to backing founders who bring genuine insight, deep expertise, and independent thinking to their work. Get in touch →