“Now is no time to think of what you do not have. Think of what you can do with what there is.”
- Ernest Hemingway
Core Principles
Catalytic
describes our focus on founders who accelerate the re-organization of dysfunctional systems by reducing the activation energy required for better models to emerge and scale. These aren't people waiting for change to happen— they're the ones making it happen faster by removing friction and creating new pathways that weren't previously possible.
Fungibility
represents our savvy for developing capabilities, relationships, and insights that are transferrable across portfolio companies and market ecosystems —the most valuable assets are useful in multiple contexts. We're building a toolkit that compounds in value as each new application teaches us something that improves how we deploy it elsewhere.
Velocity
reflects both the urgency created by current economic disruptions and our operational advantage, leveraging transferable frameworks that let us move faster than investors that lack our ecosystem understanding. Speed matters because category-defining positions go to those who recognize and act on opportunities while they're still forming.
Consequential
establishes that we filter rigorously to only engage with solutions addressing problems at a civilizational scale, where the gap between current reality and what should exist is so large, that filling it creates extraordinary value. This isn't about incremental improvement— it's about backing founders who are tackling challenges where the scale of the problem guarantees the scale of the return.
Conviction
comes from accumulated wisdom about what creates lasting value across different contexts and market cycles— we've seen enough patterns repeat that we can recognize structural advantages early and commit capital while others are still analyzing. This isn't faith or optimism, it's judgment earned through decades of ecosystem-level observation and interaction.