Investment Strategy

Before we invest in a company, we sit down with the entrepreneur and talk about what KPIs are most important to their business? What's really going to make the biggest difference? Is it going to be the number of customers, average contract size, we want to understand LTV, unit economics. But what are those things that we should be looking at in addition to top-line revenue growth? They vary from company to company. We always invest with the idea that the companies need to get large enough, that they need to be able to scale to the point where they can generate attractive margins as independent companies.

Presuming that the strength of the technology to solve some problem is enough by itself, the most important task is to sell it. Even the greatest solutions don't sell themselves until you get a lot of momentum behind them. If you start to think that the value of what you do is obvious and it'll just sell itself, you're going to get hurt badly. Also, when it comes to going to market, remember that everything costs more and takes longer than you think it does.

Attached Milestones

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