Building internet businesses that are truly relevant and profitable.
We take a Warren Buffett like, value based approach to internet ventures – prioritizing real business over hype, quality over quantity, and people over pitch decks.
Rather than spreading across many ventures, we go all in on a few that we have high conviction about. Businesses we understand well, with sustainable competitive advantages, that generate real cash, run by competent people with high integrity. We seek to own great businesses for the long haul, not flip them for an exit.
We’re looking for partners that obsess over their customers, not their funding rounds. If that sounds like you, let’s talk.
Philosophy
Our approach to building businesses
01.
focused
Staying away from the “spray and pray” model and employing a high-conviction, fundamental approach to a few.
02.
Knowledge
Industries and markets that we understand and have competencies in, that we can leverage to compound results.
03.
Defensible
Competitive advantages such as network effects, high switching friction, and cost differentiation.
04.
Cash Flow
Businesses that people actual use and that generate cash. Preferably “early revenue” ventures that show positive economics.
05.
Character
Thorough vetting of partners to ensure they are people of intelligence, high work ethic, and integrity.
06.
Long-term
In it for the long haul. Building lasting, profitable businesses that are a part of the fabric of people’s lives.