Who We Invest In

Do you want to create leverage in chaos? We back companies that profit off of the many ways the world may change. If you are seeking an outsized impact by making a bet on an outcome you see clearly, we want to talk. 

We are not scared of weird bets. We like unsolved problems. If it's easy to model your growth and the exact trajectory to success, we may not be your partner (though we’ve got friends who will love you). But if you have a point of view on how chaos will enable your success, we don’t need a perfect plan, just a possible future.

• Personal Flexibility is critical when it’s harder to make long term lifestyle decisions (housing, health, children) - how do we allow people to make those decisions without anchoring themselves to specific place or time horizons that limit optionality.

• Organizational Agility allows businesses to better adapt to rapidly changing landscapes, so we invest in software and tooling that provides leverage for small teams to have a bigger impact or bigger teams to act more discretely and independently.

• Sustainability enables people and organizations to prepare and prevent existential risks. There are many growth mechanisms and financial engineering techniques that can lead to profit but are extractive in nature. We look for businesses that transform previously extractive business models to help maintain the value of the end good or service that is delivered. With climate change and its associated impacts, natural resource constraints, human resource constraints, and other challenges imperiling humanity, there's a massive opportunity and ROI for companies that are mitigating the chaos from it and helping us live sustainably in a changed world.

Sound like you? Get in touch with us