Systems Thinking for Sustainable Value & Impact

INVESTMENT PHILOSOPHY

Our proprietary framework for identifying and building tomorrow's most valuable & impactful companies

Core Investment Thesis: Convergence Economics

We invest at the intersection of technological capability and human necessity. Our thesis recognizes that sustainable value creation occurs when advanced technology addresses fundamental human needs through economically viable business models. This convergence creates opportunities for exponential value creation while generating positive environmental and social impact.

The Five Pillars of Evaluation

Founder-Market Fit Beyond Product-Market Fit

We back those with domain expertise, passion, and resilience for long-term value creation.

Technology-Impact Convergence

We seek ventures where advanced tech drives impact in climate, equity, or human capability.

Economic Sustainability Model

We require clear paths to unit economics and defensible business models.

System-Level Market Opportunity

We align financial returns with positive social and environmental outcomes.

Cross-Portfolio Value Creation Potential

We evaluate how each venture can strengthen our broader ecosystem through technology sharing, customer cross-selling, or operational synergies.