Investment Process

by Conrad Shang

We are extremely targeted with the companies we approach.

We spend all of our time playing offense––making sure we’re objective and aggressive in connecting with every outlier team we’ve identified.

Our investment process starts with proprietary insights on team quality, so when we meet with companies, it’s because we already see something special. We’re not perfect, but our goal is to follow a general set of investment process principles below.

• Curiosity Over Skepticism: Our first meetings are about exploring potential, not imposing biases. We aim to discover unique opportunities, not limit them to familiar schools, networks, or backgrounds. Founders shouldn’t need to conform to a mold to get funded, and we’re committed to fostering innovation by expanding the conversation.
• Two-Way Value in Every Meeting: A great meeting is a collaborative exchange. Whether it’s sharing insights, challenging ideas, or providing actionable feedback, our goal is to add value—even if we’re not the right partner. Founders’ time is precious, and we respect that.
• Respect the Builder’s Journey: Founders drive the business; our role is to support that effort. We prioritize speed and clarity in our decision-making and encourage founders to hold us accountable to timelines that match their pace.
• Be Prepared, Be Engaged: We come to meetings ready and excited to engage with your vision. Anything less reflects poorly on how a VC might act post-investment, and we believe founders deserve engaged, committed partners at every stage.

These principles reflect our belief that venture capital should serve and amplify the work of founders, and we strive to embody that in every interaction.