Approach

Purpose

We believe in companies with a clear intent for their existence and refuse to subscribe to assumptions that purpose and profit are irreconcilable. We want entrepreneurs who are both visionary idealists and real-world pragmatists. Our view? Enterprises that create durable value somehow simply combine an authentic and purposeful brand narrative with a common sense business model.

People

It’s all about people of competence and character. True success comes from scaling not just a company, but also a culture. We partner with high integrity, customer-obsessed, and passionate leaders who want big change – 10x betterment or more to the status quo. Most things can be solved by a “who” and our team stands ready to serve, augmented by a unique ecosystem of relationships.

Patience

Doing things differently and with greater ambitions just takes longer. Long-term compounding wins over time and we believe in a “tortoise vs hare” principle to turn venture growth into durable growth. Our patient pool of evergreen capital focuses more on sustainable growth than it does on exit and offers flexibility to support founders from the outset while doubling-down as success emerges.

how we add value

Real World Knowledge

We get it –  if it’s not specific and practical, it’s likely not useful. Our knowledge comes from “miles on the skis” as entrepreneurs and operators having founded and scaled companies with similar opportunities, challenges and mistakes. Beyond our team’s experience is an incredible founder peer group, value-add LPs, and our library of proprietary thought-capital.

Real Authentic Connections

Core to our job is bringing good people together.  Anything can be solved with the right “who” and our relationship ecosystem is unique in its diversity and depth. We embrace shared learning and the power of convening and love assembling our founders with multidisciplinary leaders, experts, and kindred spirits at events like our CEO Summit, annual TED Dinner and flagship gathering, On Cue.

what we are looking for

We’re not for everyone, but neither should you be.

Ideas don’t make money: people do. The right people can fix an imperfect idea. But even the best ideas can’t fix the wrong people. We seek passionate, purposeful and self-aware leaders who build the cultural systems and team around them towards common values, goals and, of course, vision.

Business model fundamentals mean much more than theoretical Excel plans. We care most about the inputs that drive desired outputs and learning about obsessed super-fans with a willingness to pay a premium for your product and who habitually come back again and again.

Laser-focus on a clear niche increases the odds of being the best at something and being the best is always a good thing. Obviously, we all want to be the best and the biggest, but a series of focused and patient attacks in the “game” get you there more systematically – becoming the eventual player to beat.

Seed

Goal
Build founding team
and demonstrate initial
commercial proof

Revenue
Up to $2M

Bite size
$100k to $500k initial investment

Venture

Goal
Refine product market fit with
core-of-core customer and further business model proof points

Revenue
Up to $10M and path to profitability

Bite size
$1M to $5M initial investment

Growth

Goal
Put “Fuel on fire” and
demonstrate scale in the business model and  culture

Revenue
$10M+ and, EBITDA positive

Bite size
$5 to $10M+ initial investment