"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 ever, we have a system that works on trustless trust.

Blockchain is a new chapter in game theory optimizing payoffs. 

Bitcoin has weathered over a decade of attacks and emerged as a strong store of value.

At a minimum, it is a hedge against inflation and is empowering sovereignty and financial independence.

Crypto is not immune to market delusions, irrational behavior and bubbles. It remains a speculation at this stage but one with a compelling asymmetric risk-reward profile.

HEALTHCARE

We're 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 many unsolved medical mysteries.

CANNABIS

Cannabis has promising medical applications.

When, not if. Two out of three Americans believe it should be legal (Gallup).

Regulation is necessary. A shift from the informal to the formal economy generates more taxes to invest in healthcare and education.


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.