Approach

Built to Spot Network Effects Before They Take Off

Investment Strategy

We focus on Seed to Series B — the stages where speed, direction, and focus matter most. We evaluate business models through a network lens, looking for proof points in network effects, engagement loops, and data flywheels.

We partner on Pre-Seed — together with select early stage investors we invest globally in 1,000 startups with strong network effects achieving future knowledge, deal flow and risk diversification.

Areas of Specialization

  • We back foundational platforms that connect users, automate workflows, and scale seamlessly as demand grows.

  • Our sweet spot is in marketplaces where each transaction deepens liquidity, increases utility, and builds lock-in.

  • We look for products that get smarter with every interaction — where learning loops drive differentiation and defensibility.

  • We invest in sectors where complexity is an asset — and where user behavior, system integration, or data feedback create durable moats.

Investment Critieria

We invest with discipline and intent. While great ideas are everywhere, we look for signals that a startup is structurally built to scale — not just grow. Our criteria reflect the core ingredients we believe drive compounding value and long-term defensibility.

Core product reinforced by user behavior

We look for products where user behavior directly reinforces utility — the more it’s used, the better it gets.

Evidence of network lock-in or compounding retention

We seek early proof of network gravity: retention curves, referral patterns, or switching costs that suggest increasing returns.

Technical capability to support scale

Foundational architecture matters. We value teams who can build systems ready to handle rapid scale and complexity.

Founders with unique insight and hunger

We back founders with clarity, edge, and hunger — those who see around corners and move with intensity.

Funding Stages

We invest where it matters most. From first checks to follow-on rounds, we back companies when they need to take the next step.

And we invest more than money. We give founders guidance from our own experiences, so they can move faster with confidence.

Seed

We partner early — often pre-revenue — when the architecture for network effects is just beginning to form.

Pre-Series A

At this stage, we help refine the GTM engine, validate early loops, and build traction toward scalable growth.

Series A

We double down on companies showing real network traction — investing in the infrastructure and talent needed to accelerate flywheel effects.

Select Series B

In rare cases, we join later-stage rounds when the network dynamics are undeniable and the opportunity to amplify scale is still ahead.