Our Approach
Our values
01
Thematically Led
We prioritise deep thematic research, engaging with domain experts, founders and customers to craft thought-leading hypothesis for each investment decision.We leverage macro and micro-economic data to identify secular growth trends and break those down into investable themes, within which we aim to back the future category leaders.
02
Data Driven
Our investments are fuelled by data, not guesswork. Our approach is meticulous, grounded in hard facts and rigorous analysis.We don't just follow the data, we lead with it, making calculated investments while also leveraging our deep analytical expertise to support our portfolio companies as they scale.
03
Product Centric
We think and act like the companies we invest in. At the heart of our strategy is a commitment to not just invest, but to innovate.We leverage internally built products to deliver value at scale to our portfolio companies, while also supporting the broader ecosystem with a suite of external facing products.
Our values
01
A Team of Athletes
Each of us knows our role and every day we step into the arena and demand success from ourselves and each other. We trust each other and rise above our individual performances to achieve collective success. Celebrating our wins, and lamenting our failures - together.
02
Adopting an Infinite Mindset
We’re not here to fit in, we’re playing the long game, always digging deeper and never being satisfied with our accomplishments. We hold ourselves to the highest standard and aim to achieve the best possible returns on every dollar invested.
03
Truth Seekers
Investing is about finding answers to the worlds questions. We have a duty to seek out the truth and bring it to light.Embracing unconventional viewpoints is welcomed, transparency and robust discussions are instrinsic to how we shape our thesis.
04
We are Entrepreneurs Disrupting Venture
Like the founders we support, as newcomers on the block we have a lot to prove. We don't have laurels to rest on or a 50-year track record.Grit and determination are core to our ethos, and what we look for in ourselves and in our founders.
