We are looking for potential hyper-growth companies led by a fantastic team. You can find those at a reasonable price only when the hyper-growth component is not there yet. We are looking to identify the actions and decisions that lead to product-market fit, igniting hyper-growth.
Those actions and decisions are 100% qualitative, and the quantitative aspects are just the lagging results.
For example, changes in :
Management
Go-to-market strategy
Product/Service
Target market
Company structure
Funding
Industry
It is usually a combination of changes, but we know that sometimes it also means the company is dying.
More importantly, we spend a lot of time profiling founders/owners.
We strongly believe that our circumstances and life journeys equipped us to excel in uncovering exceptional talent through 100% qualitative factors.
Usually, when we start to like a business, what gets us to pass is the interaction with the management.