What Stage Do We Invest?

We write $1M to $5M checks into early-stage companies. We typically end up leading or co-leading a Seed round. However, we do end up participating in the follow on rounds of our portfolio companies including Series A, B, and beyond.

Usually at the time we invest, a business has a product or prototype and may have some degree of traction – whether in revenue or in enthusiastic users. That said, nothing is too early for us. In fact, we’ve committed capital into companies before they were even incorporated.

What Interests Us?

Our main focus as a firm is investing in software and technology B2B businesses. Our portfolio tends to be either product-driven applications, developer tools, and infrastructure stack such as data & security.

Being engineers and CTOs ourselves, we are drawn to businesses where founders are driven by technology or in the craft of building a product. We often draw from some of the seemingly mundane decisions we made as CTOs and founders while building our own companies.

How Do We Decide On Investments?

Being a small team gives us the ability to move fast. We ask ourselves whether this company will end up mattering down the road. And, if we are able to see glimpses of how that would be possible. Understanding how the founders arrived at the specific problem and the approach they have convinced themselves to take, helps us to build conviction and move with confidence.