We are not product experts with a deep industry focus.  

We can’t evaluate companies that are still sitting in caves working on the MVP.  But, when they get out into the wild, everything changes...

Our deep involvement in companies’ operations over the last 20 years - working closely with the founders of Uber, Lyft, Pinterest, Instagram, Expensify, Komodo Health, Zwift and Webflow (just to name a few) - has given us a front row seat as we've watched them scale.  

We have seen a consistent pattern of success with four winning founding team traits.  We call them the "Four Factors":

• Big Organizational Thinkers. Success at teambuilding and delegation, along with a strong self-awareness around strengths and weaknesses. 
• Fast Decision-Makers. Ruthlessly avoiding over-optimizing and analysis paralysis.
• Strong Sales Acumen. They can pitch, collaborate, negotiate and close. 
• They Have Balls.  They tell. They don’t ask.