Discontinuities are not limited to tech companies. In fact, regular, real-world businesses are the primary source of growth, everywhere. We seek a wealthier society for all by enabling those private enterprises which are taking exceptional advantage of the discontinuities in their particular niche.
is to bring capital and strategic value to operators in the pockets of private markets where there’s an opportunity to disrupt from the inside.
that the world is continually evolving, and that at any given point in time, there are industrial sectors and geographies on the verge of transformation and tremendous wealth creation; that there’s a moving window, inside of which exceptional leaders are on the verge of driving the next decade’s growth story.
We believe it’s possible to identify these individuals, sectors, and geographies that are on the cusp of something great.
Entrepreneurs ourselves, we understand how economic, technological, and societal changes transform the direction of business. Exceptional leaders not only identify those changes, but capitalize on them — elevating their own business, and often entire industries and communities.
We focus on those industries which we believe have outsized potential over the next decade, and which are set to tip off the point of equilibrium over the next 24 months. By focusing on these industries, we're able to develop the deep sector-expertise that allows us to identify the most promising opportunities, to help those businesses position themselves for maximal success, and to point our LPs at investments at a promising entry point.
Outside of the developed world, there are often specific geographies where the environment is particularly well suited for transition and disruption. The risks may be higher in these locations, but often, so are the potential rewards. We work with select companies in developing geographies across our sectors, where we believe the opportunity is genuinely exceptional.