Early-stage, long-term investors
We invest in people who change the way the world works.
Our Theses
Specialization drives success
We make a small number of investments each year in areas we believe will change how the world works.
Coaching Networks / AI
Our prediction: Artificial intelligence is about to give humanity a fighting chance to win the race against automation.
Learn MoreDeskless Workforce
Our prediction: Deskless workforce applications are on the brink of radically transforming 80% of the global workforce.
Learn MoreIndustry Cloud
Our prediction: The era of horizontal software companies is over. Vertically-focused companies represent an emerging approach to building cloud companies: focus on an industry and go deep to build lasting customer loyalty.
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