We focus on systems.
How a company connects and organizes elements to create a solution is where we find the beginnings of a value proposition.
The potential of this solution is then evidenced in how the resulting unique structure allows for multiple products or services to be monetized, including those of industry participants as it becomes the standard on which to operate.
Whether it’s investing in early-stage ventures or acting as advisor, we start with the following two questions, ones we expect founders be ready to answer:
How do you define value?
How do you create value?
Available for download is the framework we apply in assessing opportunities, and what we expect management teams to understand when making capital allocation decisions of their own.