Sweet spot

Some companies reach product-market fit after six months, for some it can get to twenty years. 

We look for the ones that took the scenic path, for example: 

• Needed more iterations

• Overcome founders disputes

• Pivoted

• Fell between the funding rounds.

• Building technolegy but not only software. 

Our limitations:

-We don't write first checks to new companies. We are not trying to replace the early-stage VCs   

-The companies have enough capital to execute their current plans. 

-We can deploy up to 10% of the capital into illiquid companies. 

-Market valuation of $500M is our max during regular times.