1. An Extraordinary Community: Our investor base includes founders who've built billion-dollar companies from scratch, operators from category-defining businesses who know what it takes to reach market leadership, c-level executives with deep functional expertise, and entrepreneurial family offices with long-term thinking and flexible capital. When appropriate, we may introduce you to people who are relevant to what you're building. The goal isn't to overwhelm you with introductions but to facilitate the occasional relationship that genuinely matters.
2. Extrem Conviction: We believe transformative change comes from a concentrated few. We make very few investments per year, favoring fewer, more meaningful relationships with extreme conviction. We invest when we believe a company has the potential to define its category. Over the past decade, we've built a portfolio we're proud of, including companies like Revolut, Ramp, and Public. Maintaining these standards matters more to us than increasing deal volume.
3. Long-Term Thinking: We invest with a long time horizon. Our approach is to identify outliers early and back them for decades. We care less about short-term milestones and more about a company's trajectory and impact over time. As companies grow, we seek to strengthen our position, committing additional capital in follow-on rounds when it makes sense.
4. Flexible Mandate: From San Francisco to Tel Aviv, from AI to financial services, we invest across geographies, sectors, and stages. Our structure gives us the flexibility to participate wherever we see exceptional companies—whether that's a pre-seed round or a late-stage investment. We've backed businesses at every stage from their earliest days through pre-IPO and beyond. This breadth means we can be consistent partners throughout a company's entire journey.
5. Seamless Participation: We know that great companies are built by exceptional founders, not by investors. Our role is to be genuinely helpful -connecting you with the right customers, advisors, and next-round investors- while staying out of your way. We're entrepreneurial in how we support you, empathic in how we engage with you, and disciplined in how we add value. We're designed to be an easy "yes" for founders and lead investors alike.
