For Investors

Here is some information for various kinds of investor-related inquiries.

We published a lengthy thesis on our views of the macro environment, investing the Deployment Age of Software, the Peace Dividend of the SaaS Wars, Early Stage Value Investing, our unique take on portfolio construction and a ton more in our Fund 2 Investment Memo.

Learn more about the Shared Earnings Agreement (SEAL), the financing instrument we invented to align us with founders building profitable sustainable software businesses outside of the traditional VC paradigm.

Read about our “skin in the game” / no armchair quarterbacks approach to mentorship.

There’s a ton to read here so if you subscribe for more information via email we’ll send it to you a link to receive our Investor Essays series which breaks down our core ideas and strategies. Subscribe below to receive the link.