Our foundational beliefs
Core principles that guide us
Progress demands that we break from orthodoxy, refusing to inherit yesterday’s answers. By interrogating every assumption and rebuilding our logic from the ground up, we spot truths and opportunities others overlook. True outperformance is born from original thought, not consensus.
Independent, first-principles thinking yields lasting results
Capitalism with guardrails is the answer, not the problem
Markets are powerful engines for innovation. With the right guardrails, capitalism becomes a force that accelerates progress and delivers abundance - not by limiting demand, but by expanding what’s possible and accessible to more people.
Alignment with founders and limited partners drives long-term success
Venture is not about asset gathering or chasing scale. True venture is craft - backing rare founders with transformative vision, and partnering with LPs who value deep, long-term alignment. We favor focused relationships, discipline, and patient pursuit of enduring impact.
Innovation is a more realistic solution than sacrifice
We don’t believe the future depends on limiting human behavior. We believe it depends on expanding what’s possible. Real change comes from technological leaps that make abundance achievable at scale. That’s why we invest in solutions that outcompete the status quo - not by asking people to do less, but by making it effortless to choose better.
Pragmatism over dogmatism - collaborate and build bridges
We’re here to solve problems, not take sides. We follow the signal, not the noise - guided by evidence, experience, and outcomes. We work with anyone who shares our commitment to progress, because building the future requires fewer lines in the sand and more hands on deck.
What gets measured gets improved - so measure wisely
Too often, measurement becomes a bureaucratic exercise - tracking what’s been asked for, rather than what truly matters. We believe measurement should be a strategic tool, anchored to clear goals and north stars. When you measure the right things, you unlock focus, accountability, and real results.
Long-term risk-adjusted returns are better with impactful goals
Purpose isn’t a distraction from performance - it drives it. Mission-driven teams make better decisions, stay focused on what matters, and ultimately deliver stronger financial results. Solving real problems is not just meaningful, it’s profitable.
Global challenges require global solutions
The most pressing challenges of our time are shared across borders. Solving them demands a global mindset - one that recognizes opportunity and talent wherever it emerges. We invest with a borderless perspective, because the answers that shape the future won’t be confined to any one geography.