"If I take 30 steps linearly, I get to 30. If I take 30 steps exponentially, I get to a billion."

Ray Kurzweil


Investing Philosophy

investing in ideas that become retrospectively obvious.

 

CRYPTO

For the first time, we have a system that guarantees trust and security without intermediaries.

Cryptonetworks represent a new, more efficient model of co-operatives and enables new forms of coordination and governance.

Crypto now has more open source developers than Linux, which will lead to explosive innovation (source).

Bitcoin has weathered over a decade of attacks and is paving the way to a decentralized and peer-to-peer future.

HEALTHCARE

We are living longer but not necessarily healthier. 

A disproportionate share of spend is happening in the "last mile" of life. 

A shift from reactive to preventive, outcomes-based care is necessary. 

Smartphones are medical devices.

The microbiome holds the keys to unsolved medical mysteries.

TECH

Certain industries have resisted or been slow to adopt technology and leave us wondering: there ought to be a better way (e.g., financial services, healthcare, insurance, and real estate).

We look for industries that have systemic friction and where technology can unlock value and have a meaningful impact on society.


Manifesto

profound social change motivates us. Visionary teams inspire us.

 

RESOURCEFUL

We invest in companies where we know we can leverage our skillset and network. We live and die by our reputation. Ask us for company references.

RELIABLE

We are former entrepreneurs and know firsthand the journey is not always smooth. We stand behind you especially during moments you need it most.

RESPONSIVE

We try harder. Our portfolio companies are like our family - we spend time taking care of them.

RELEVANT

We focus on our core themes to stay at the forefront of innovation and help our companies adapt and evolve.