The market size matters, as we look to find companies building in a large enough segment for market leadership to matter. The entrepreneur’s understanding of both a bottoms up and top down view of total addressable market (TAM) must be nuanced, and realistic. We’re looking to identify companies and teams that have markers which indicate their capacity to build large, sustainable businesses, deeply rooted in technology.
We believe that the best companies will need multiple rounds of capital. The market has driven many companies to achieve more in the angel and seed stage. As a result, our expectations are high for progress that can be shown prior to a seed round. Our expectation is that your product is launched or soon to launch. We help to bring together a syndicate in quality situations with certain patterns and contours.
The Unstoppable Founder CEO
Our Thesis, Ecosystems.
Investors who understand ecosystems participate in the part of the technology market with the richest returns – ecosystem platforms.
Ecosystem platform companies are often category defining. The companies connect disparate parts of the value chain, unlocking growth for the whole market. For new markets, these companies provide an integrated solution, easier to integrate with – accruing most of the market’s value.
Software-driven solutions, incorporating a range of technologies from AI to blockchain are ready to connect and automate the delivery and valuation of services to consumers and businesses. We seek out ecosystem platform companies in the areas of FinTech, InsurTech, Commerce, Media, and Digital Health.