We focus on structural opportunities rather than short-term market trends, prioritizing platforms with system-level moats built through data, incentives, network effects, and operational excellence. Our approach emphasizes long-term collaboration over transactional investment, working closely with founders and operating teams to build enduring digital platforms with lasting strategic value.
We invest based on long-term structural shifts rather than temporary market cycles.
We prioritize platforms with compounded advantages across data, incentives, networks, and operations.
We build alongside teams through deep, enduring partnerships—not short-term financial transactions.
