Thesis
Internet businesses are in the early days
We are focused on these companies with built-in distribution and almost no marginal cost in serving the masses. Our focus is bifurcated: either 10x upside from where we are today or recurring profitability that can be deployed towards future growth.
All of our investments start with the integrity of the people and are then done around margin extraction, general defensibility, and market value at scale.
Future Forward
Traditional venture capital profile
- Enterprise preference
- Execution over market risk
- Technical teams with a bias to action
Buy-and-Build
Traditional private equity profile
- Vertical product-market potential
- Consistent and predictable earnings
- Management with conviction
Netshire Technology