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Our approach
Selective by design
True founder alignment
Built by operators,
for operators
Capital with a
long-term view
We invest in up to three new companies per year,
ensuring you get our full attention and hands-on
support to drive maximum growth.
We help you achieve your best outcomes based on
your goals, market opportunities, and definition of success.
Not every company is going to be a unicorn, and that's okay.
We'll build something meaningful on your terms.
We’ve built, backed, and exited 13 companies, including
multiple unicorns. We've seen the patterns, the pitfalls,
and the pressure, and we use that experience to help you
navigate challenges with clarity and confidence.
We don’t chase quick wins. We focus on what’s best
for your business and compounding value over time,
while staying flexible if the right opportunity to exit comes sooner.
Stage
Seed and Series A
Sector
SaaS (cloud infrastructure, cybersecurity, data / AI)
Geography
Canada, US, Israel
Check size
Up to $20M
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What we look for?
Through decades of operating companies, we look for the following in evaluating new investments:
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World class founding team
We look for teams that have:
1) Lived the problem they're solving.
2) Demonstrated ability to recruit A+ talent.
3) Ability to move decisively with focus & speed.
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Mission critical product
We look for evidence that the product you have built is mission critical to your customers. This is often evidenced by growing ACV's, high net retention, and active usage of the product.
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$100M+ ARR potential
Market must have the potential to be large enough to reasonably sustain a scaling $100M+ ARR company. Founders have the ambition to scale company to this level.
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Clear positioning and strategy
Company positioning with prospective/existing customers, employees, and investors is precise, distinct, and to the point. Communication around 'where you play, and where you win' is uniform across all channels.
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Fast, efficient growth
Strong focus on unit economics and efficiency metrics to drive decisions within company.
Durable competitive advantage
Early evidence that company is winning deals against incumbents and well funded competitors.
Clear path to accelerate market positioning through venture funding.
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