Our Approach

When we invest, we fight for your success.

In a world driven by technologies that few truly understand, your work has never been more vital. That’s why we’re more than just a financial backer—we’re the strategic partner you need to win. We don’t just back your company – we champion you. We’ve helped companies scale from startup to IPO, navigated both sides of multi-billion-dollar mergers, and been ahead of most of the major tech shifts of the past two decades. This makes us a key player on your team, ready to deliver real, actionable value.

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

1

We accelerate your execution like no one else.

Through Products That Count, our global marketplace of over 500,000 product managers spanning all industries and geographies, we connect you with leads at scale, from potential customers and talent to acquirers. You get to leverage this massive platform to drive hyper-growth on your own terms.

2

We unlock maximum optionality in your funding journey.

AI has rewritten the cost curve. You can now reach breakeven on $10-15M and then decide: scale or exit. No more bloated cap tables or endless rounds. We’ve built our fund for this new reality -to play where the mega-funds physically can’t and give you maximum optionality, so you can move faster and more decisively.

3

We increase your odds of success.

One in five of our portfolio companies becomes an outlier, from Amplitude, to Canela and Groq. That’s 4-5 times the industry average. 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.

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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