PILLAR 1
We build companies to solve non-obvious and unsolved problems.
We take a problem-first approach to ideation.
We focus on problems with exceptional fundamentals.
The problem must be:
NON-OBVIOUS
- Insiders and veterans see it, but tourists don’t
- No one else is solving this exact problem
BIG
- The impact will inspire a team
- The TAM is venture-scale
URGENT
- The pain is acute
- The customer will purchase the remedy
as soon as they see it
UNSOLVED
- There is no direct competition
- The customer will buy even when
the solution is still immature
TIMELY
- The customer is ready
- The technology is ready
- The regulation is ready
COMFY
- We know the space well
- We can apply our playbooks and hard-won experience
01
Fintech
02
Frontier Tech
03
Vertical SaaS
04
Tech-enabled Services
