Investment Philosophy
Risk-first investing: how understanding downside creates conviction in upside.
The Risk-First Approach
Most seed investors talk about upside. We start with risk. Not because we're pessimistic—but because fifteen years of risk management taught us that understanding what can go wrong is the foundation for identifying what will go right.
When we evaluate an investment, we ask: What needs to be true for this to succeed? What could prevent it? How durable is the competitive position? This rigor doesn't reduce our conviction—it increases it. When we invest, we invest with clarity.
"The same analytical discipline that protects portfolios can identify exceptional early-stage opportunities—founders building durable businesses in markets we understand deeply."
Our Investment Thesis
We invest where our expertise gives us conviction.
AI Infrastructure & Developer Tools
The AI revolution requires foundational infrastructure. We invest in tools and platforms that will power the next generation of intelligent systems.
- Memory systems for AI agents
- Developer productivity tools
- ML infrastructure
PropTech / Real Estate Technology
Real estate remains one of the largest asset classes with enormous efficiency opportunities. We back founders transforming how deals are found, analyzed, and closed.
- Due diligence automation
- Investment analytics
- Transaction platforms
B2B SaaS
Software that solves real business problems with measurable ROI. We prefer companies with clear paths to profitability and defensible competitive positions.
- Workflow automation
- Industry-specific tools
- Data platforms
What We Look For in Founders
We back people first, ideas second. These are the qualities that give us conviction.
Technical Depth
We invest in founders who can build what they envision. Technical co-founders who understand their domain deeply give us confidence in execution.
Market Insight
The best founders have lived the problem they're solving. Domain expertise translates to product intuition and customer empathy.
Intellectual Honesty
We look for founders who acknowledge what they don't know, adapt based on evidence, and make decisions with clear-eyed analysis.
Long-Term Orientation
Building a durable business takes time. We partner with founders who prioritize sustainable growth over shortcuts.
Value Beyond Capital
Our portfolio companies gain a partner, not just an investor.
Risk Management Expertise
Portfolio companies can tap our risk management expertise—from financial modeling to scenario planning—to build more resilient businesses.
Strategic Guidance
We've advised institutional investors for 15 years. That perspective helps founders think about their business in new ways.
Network Access
Connections to family offices, institutional investors, and domain experts in real estate and financial technology.
Patient Capital
We invest with a long-term orientation. No pressure for quick exits or growth at all costs—just sustainable value creation.
Investment Parameters
Building Something Exceptional?
If you're a technical founder solving real problems in AI infrastructure, real estate technology, or B2B software, we'd love to hear from you.
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