We try to show up before the deck is polished — when there’s more conviction than proof, and most of what exists is a founder who won’t let the idea go. That’s usually the point where the right early partner matters most, and where the wrong one does the most damage.
Once we’re in, we stay in. Not as a name on a cap table that resurfaces at the next fundraise, but in the rooms where the early decisions get made — the first hires, the first real customer, the first time the plan has to change. We’d rather be useful than visible.
We don’t run a portfolio the way a fund runs a portfolio. We run it the way a family runs the businesses it actually cares about — paying attention over years, not quarters, and measuring ourselves by what’s still standing a decade out.