Our approach to investing

Although we might fall in love with your idea, we invest in founders and the relationship between us. Convince us that you are the right group of people, in the right place, working on the right thing.

We focus on massive market opportunities. Large markets are good. Emerging markets even better. Help us understand the dynamics of the market you are breaking into - what does it look like now, and in the future?

For a company to succeed, there needs to be a complementary appreciation of your vision and the realities of the market. Help us see that your timing is right by highlighting the inflection points you believe we’re nearing, that will give your company its “lucky” break.

We understand it’s early days, and you might not even have a product on the market, but by showing us any proof of traction, you help us visualize your path toward major success. This could be early adopter feedback, initial paying customers, highly engaged beta testers, super users, or evangelists in the making.

The reality of most software companies is that they are relatively easy to copy. It's, therefore, important for you to have a technology edge that is hard to copy, or a unique advantage that raises the bar and keeps competitors from entering your space.

Venture scale successes aren’t built on incremental improvements. We are looking for companies that will fundamentally transform industries. Show us that you will make a difference.

We know from experience that starting a company is not all sunshine and rainbows, but don't gloss over your patchy areas to sell us your idea. Show us your ugly slide and we'll empathize and, together with our tight-knit community of successful founders and operators, we will help you find the right solutions.

It’s paramount to us that you have a conscious approach to driving the impact of your company. We don't invest in companies with a net negative impact, so we need to see that you continuously strive to do better. Show us that you care about running your business in the most sustainable way.