Technology investment firm based in Silicon Valley, focusing on early to growth-stage companies in the consumer and enterprise sectors. They aim to build durable and compounding businesses over decades through patient and pragmatic investing. Registered Investment Advisor (RIA) with the SEC.
1996
Privately held
Contrarian and patient, avoiding trends and overfunded sectors. Focus on companies with strong fundamentals and unit economics.
Burlingame, Ca, United States
About
Mission
We believe in investing differently, focusing on the fundamentals that drive successful businesses. Our approach is purpose-driven, founder-oriented, and fundamentally focused.
Values
Purpose-driven, founder-oriented, fundamentals-focused, uncommonly patient, contrarian by nature.
Participant Demographics
Serves institutional investors, many with charitable, educational, or non-profit missions.
Track Record
Notable Achievements
Portfolio includes notable companies like Roblox, Quizlet, Akia, and others.
Project Track Record
Partnered with diverse companies across various sectors.
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Burlingame, Ca, United States
Legal & Compliance
SEC
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