Thinking from operators turned investors. We write about what we observe at the intersection of building and backing companies.
The mindset shift that separates category creators from feature additions. How the best founders frame their ambitions from day one.
Read More →How we think about building a seed portfolio: concentration vs. diversification, reserve ratios, and follow-on strategy.
Read More →Why we partner with Sapphire Ventures on select portfolio companies, and how cross-stage alignment benefits our founders.
Read More →The proprietary evaluation lens we apply when assessing whether a founder is uniquely positioned to win their target market.
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