Our Approach

When we invest, we fight for your success.

Most investors wait for revenue to confirm what they should have seen earlier. We don’t wait. Through the Product Alpha Effect™, our proprietary, data-backed framework, we read product signals from a network of 600,000 product leaders to spot outliers before the market does. That means we recognize your value earlier, move with conviction, and back you on terms that keep you in control. Then we go further: we open our entire commercial platform to you, with a commitment to deliver $10 of value for every $1 we invest. We’ve already delivered $1B to our portfolio.

The rules have changed. With us by your side, so will your trajectory.

1

We give you access to 600,000 potential buyers

Through Products That Count, our global marketplace of over 600,000 CPOs and product managers spanning all industries and geographies, we connect you with leads at scale. Our commitment: $10 of commercial value for every $1 we invest. We’ve already delivered $1B to our portfolio. Here’s how.

2

We lead rounds that keep you in control

Success is about more than just securing capital, it’s about finding the right partner that will roll up their sleeves to help you reach the next level. We’re your toughest critic in the room, your loudest defender outside it. Get to know us.

3

1 in 5 of our founders builds an outlier company

One in 5 of our portfolio companies becomes an outlier, from Amplitude (NASDAQ:AMPL) to Netskope (NASDAQ:NTSK) and Groq. That’s 4-5x the industry average. The other 4 will tell you we showed up when it mattered most. Call them.

How we evaluate potential investments

A great pitch deck is a story by design, compelling belief in you, your team, and your product. We look for insight into tackling a big, hard problem with an exciting and sustainably differentiated solution. We look for traction, with fair ways to promote customer value and customer loyalty for sustainable value creation. We like clear-eyed, responsible, and suitably ambitious financials.

Read more about our Due Diligence Process.

How we evaluate potential investments

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