Approach

Our methodology for building lasting companies.

Thesis

AI native businesses that endure. Created or acquired. Run by operators. We focus on longevity over short-term hype.

Model

Build or buy. Validate fast. Install an operator. Scale with tight systems. Invest when capital speeds learning.

Ownership & Capital

Structure varies by situation and stage. We prioritize alignment with operators and sustainable growth over rigid formulas.

Playbooks Summary

Discovery

We rigoriously validate market size and problem acuteness before writing code. This phase involves customer interviews, competitive analysis, and rapid MVP specification to ensure we build what matters.

Brand & Onboarding

We craft premium identities that command trust instantly. Our onboarding systems are automated to reduce friction, driving immediate user activation and reducing time-to-value for new customers.

Engineering & Data

Scalable, clean architecture from day one. We implement robust data pipelines to track unit economics and product usage in real-time, allowing for data-driven decisions without technical debt.

Growth & Partnerships

We deploy systematic customer acquisition channels. Beyond paid ads, we focus on high-leverage B2B partnerships, content engines, and automated outbound strategies to secure recurring revenue.

Operator Hiring

Finding the right CEO to take the reins is critical. We use a 4-stage vetting process to ensure cultural fit, grit, and operational excellence, ensuring a smooth transition of leadership.