Typical Initial Partnership
Average initial commitment
Growth investments per year
We believe the best way to look around corners and be a good partner to founders is to deliberately focus on a few sectors and be thesis-driven. This forces us to develop a nuanced and deep understanding of a market, its players, and the ecosystem.
We began with a focus on technology companies building ecommerce and retail infrastructure, and have since expanded throughout the value chain to logistics, fintech, insurance, and healthcare.
Why? These industries are dominated by huge spend, deep inefficiencies, poor customer experience. We believe the digitization and disruption of these sectors presents the greatest opportunity of the next two decades.
Think of us as a support function: we are structured to help founders and their teams to take maximum advantage of the opportunity at hand.
Our concentrated approach and sector focus ensures that we are committed to the companies we partner with.
$ 75 MM
$ 129 MM
$ 257 MM
$ 400 MM
We are fortunate enough to be entrusted by exceptional limited partners, including North American and European charitable foundations, hospital systems, endowments, and family offices.
Their backing enables us to do what we love most: practice the craft of investing in exceptional founders and teams who are driven every day to deliver a better experience to their customers.
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