I invest in businesses where strong operators, better business models and compounding economics can create outsized value.
I invest early in businesses using technology to rethink expensive, complicated, or inefficient work
Proven Builders
Repeat founders and operators who know how to build, execute and scale.
A Better Way
Technology creates a fundamentally better way to solve an expensive or inefficient problem.
Founder-Market Fit
Deep familiarity with the problem creates insight, conviction and an advantage others may miss.
Atopile
Better way to design electronics
Modern software that makes designing circuit boards faster and easier.
Platus
Making legal work easier
AI that helps businesses and legal teams automate contracts, documents and other routine legal work.
Pearson Labs
Automating work for lawyers
AI that helps lawyers handle the documents and repetitive work involved in complex business deals.
Boom AI
Automating customer conversations
AI that helps businesses communicate with customers across text, email and phone.
OrgOrg
Simplifying how companies operate
Software that brings the everyday tools a company needs to run its team into one place.
Powder
Helping Financial Advisors Work Smarter
AI that turns complex financial documents into useful insights for financial advisors.
Disclaimer: These are companies I personally invest in, not recommendations. My positions change, my opinions change, and I've been wrong plenty of times.
I look for proven businesses where great management, durable advantages and growing cash flow can compound over time.
Exceptional Operators
Strong management teams with a track record of execution and intelligent capital allocation.
Growing Free Cash Flow
Businesses with improving economics and a clear path to generating more free cash flow as they grow.
Compounding Flywheels
Business models where scale creates an advantage, making growth stronger, more efficient and harder to replicate.
Netflix (NFLX)
Global Entertainment
Dominant streaming platform.
Meta (META)
Digital Advertising
Global powerhouse of attention.
Trade Desk (TTD)
Digital Advertising
Independent ad tech platform. Not part of the walled garden mafia.
Celsuis (CELH)
Consumer Energy Drinks
Challenger brand that has won the younger generation.
Opendoor (OPEN)
Market Maker for Real Estate
Carvana for real estate. Incredible talent density.
Hims & Hers (HIMS)
Digital Healthcare
DTC marketplace that is focused on vertical integration and disintermediating insurance.
Disclaimer: These are companies I personally invest in, not recommendations. My positions change, my opinions change, and I've been wrong plenty of times.
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