We apply the same principles to building businesses as we do to buying them.
And having bought, built, or invested in over 80 companies, we have a good idea about which models are appealing and which aren’t. Of the markets or sectors we love. And the ones we want to steer clear of.
We’re not looking for the next moonshot. We don’t buy into hype cycles. And we don’t get distracted by shiny objects.
We build businesses with the best chances of success. Businesses that are valuable and durable. Businesses that deliver consistent ROI to our investors and, in turn, our founders.
We love agencies. We also love building software, we particularly like SAAS and marketplaces. And yes, we’re building in AI. But we never lose sight of our North Star: profitability.