We invest in public companies based on insight from operational due diligence.

That insight is gained from using products, operating technology to accomplish specific things, and cutting through hype. We concentrate capital into much better informed bets based on ground truth reality developed from these operating activities.

This is not top-down analysis from a distance. We run the systems, evaluate the products, and understand the technology from the inside out. That operational experience is our edge.

Our investments are further supported by strategic, returns-driven software development that unlocks growth and new markets for the companies we back.