Downside before upside
We understand how an investment could lose money before we get excited about how it could make money.
Our Approach
What you can’t get just anywhere is a partner who has built companies, sold companies, and knows who to call. That’s what we bring.
Where We Come From
Before we were investors, we were entrepreneurs.
We’ve started technology companies, bought them, sold them, and lived through more than a few acquisitions on both sides of the table. We’re based in the heart of Silicon Valley, and that’s where we learned what it actually takes to build something.
Over time we branched out: into restaurants, real estate, consumer brands and the technology behind financial markets. The businesses are different, but the lessons travel. Know the people. Know the numbers. Show up when it matters.
How We Invest
If we can’t understand it, we don’t buy it. We stick to industries where our experience gives us an edge, and where we can genuinely help.
We don’t want to be blind, passive investors. We stay close, ask good questions, and roll up our sleeves when it counts, without trying to run your business for you.
Capital is the easy part. Introductions, hard-won experience and an honest second opinion are what make the difference, so that’s what we lead with.
We’re not obligated to view our investments with a pre-determined timeframe for exit or returns. We hold what we believe in, and we build value over years, not quarters.
Risk Discipline
Being hands-on doesn’t mean being reckless. These principles guide everything we invest in.
We understand how an investment could lose money before we get excited about how it could make money.
No single investment is allowed to put the whole at risk.
Restaurants, real estate, technology, consumer brands and markets behave differently, and that balance is deliberate.
Ideas are tested against evidence before capital is committed, and limits are set in advance, not in the moment.
We’re always glad to hear from founders, operators and partners.
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