Venture Strategy

Every venture starts with a hard question: is this worth building? We interrogate the thesis — market, model, moat and the one metric that matters — so we commit capital and craft with conviction, not hope.

Interrogate the thesis

What has to be true for this to work — and is it?

Model the economics

Unit economics, revenue model and the path to scale.

Find the wedge

The sharpest way in, and who we win first.

Set the metric

The one number we steer by from day one.