Backing people building
category-defining
companies is the essence
of our mission.

• 01.

  Big Market

  Companies with the potential to become a multi-billion dollar business.

  Yearly double-digit bottom up TAM growth.

  With the possibility of becoming monopolies.

• 02.

  Inevitable Founders

  Can run and recruit a world-class team.

  Rapidly ship what customers want.

  Are confident without being arrogant.

• 03.

  Transformational Products

  Early indications of product-market fit.

  Repeatability with user behavior and/or economics.

  Content and engaged customer base.