Asymmetric Revenue and Competitors

We partner with disruptive technology companies across software, marketplaces, fintech, and digital health by offering founders, early investors, and limited partners the most transparent, research-driven, and operator-centric capital.\n\nWe believe it’s important to have a meaningful point of view on a space and sector *before* meeting teams so their most precious resource - time - is well spent.\n\nOur investment themes and specific company targets are substantially generated by a network of operators: a special class of Limited Partners which we call our Advisory Partners. We have strong conviction that operators who are actually in the arena each day are best positioned to identify the differentiated people and ideas we want to back.\n\nWe reject wholeheartedly the growing sense that VCs should be hands off cheerleaders - we want to be tremendously helpful and positive thought partners on a weekly basis. We believe founders and early employees deserve honest, empathic capital partners who are supportive, emotionally invested and transparent. We take extreme personal accountability for helping to make each of our portfolio companies successful.\n\nWe participate alongside and after world-class investors, and encourage our extensive network in the later-stage growth capital industry to follow behind us when companies have demonstrated successful scale.\n\nWe believe the best founders come from diverse backgrounds and we enter first meetings with no preconceived notions of the “correct” background for a founder. We don’t compromise in one area, however: unquestioned integrity.