Our Approach
We invest with intention, anchored in deep expertise, focus, and true partnership. Our disciplined approach combines rigorous research, concentrated portfolio construction, and hands-on value add.
01
02
03
Our approach is anchored in three mutually enforcing pillars. Together, they define how we invest, how we partner, and how we deliver lasting value.
01
We invest with deep domain knowledge
We take the time to earn conviction, often spending years researching a sector before investing. This patience builds true expertise, trusted networks, and proprietary insights that founders can rely on.
-
Focus on consumer innovation, since 2016
-
Years of research and sector tracking before every investment (e.g., 4 years before first check in Weee!; 7 years, UMe)
This commitment allows us not only to invest with conviction but also to provide nuanced, sector-specific advice.
02
We build with a concentrated portfolio
We believe focus creates strength. Across two funds, we have invested in just 15 companies over 7 years by design. Rather than writing many small checks, we make fewer, more strategic investments with meaningful ownership stakes.
-
Fewer, strategic investments with meaningful ownership
-
Decisions are made only when we know what we’re doing and why we deserve to be on the cap table
-
With conviction, we led 87% of investments
The result: deeper relationships, clearer alignment, and the ability to help founders pursue long-term success rather than short-term headlines.
03
We partner with meaningful value add
We see investing as a shared journey. That means showing up, whether it’s a strategy session, a late-night call (11:30 pm? No problem), or connecting a founder with the right partner at the right time. Our involvement goes far beyond capital.
-
Hands-on support that fits each company’s unique needs
-
Mentorship, network access, and long-term support beyond just capital
-
Introduction to over $800 million of closed follow-on investments
By dedicating real time and effort, we ensure our presence makes a meaningful impact on the trajectory of every company we invest in.
