"Unicorns are mythical. Product-Market Fit is Real."
We back essential products for substantial markets — not 'IPO or bust' bets, however big the billion-dollar idea.
Jahanzeb Sherwani
Founding Partner
Co-founder, Screen Hero (acquired by Slack)
Philosophy
Hype fades. Useful companies endure.
We back capital-efficient founders turning practical innovation into companies for essential industries. Here's how we think about it.
"Technology is Sexy. Its Application is Sexier."
We back startups that use technology to transform traditional industries. Solving a genuine business problem outlasts any trend.
Ahmed Khaishgi
Founding Partner
Co-founder, SquareTrade (acquired by Allstate)
"Mega Funding Brings Headlines. It Also Brings Unwanted Side-effects."
Capital-efficient paths to product-market fit produce better outcomes for founders and backers alike.
Charles Huang
Founding Partner
Co-creator, Guitar Hero (acquired by Activision)
"Entrepreneurs Come in all Shapes and Ages."
We mentor and fund passionate entrepreneurs of every background disrupting established industries.
Aamir Sheikh
Founding Partner
President, Barra Inc. (acquired by Morgan Stanley)
Investment thesis
Invest early, mentor deeply and help founders turn hard-won insight into durable businesses.
Industries
- Health
- Retail
- Media & Telecom
- Agriculture
- Finance
Enabling technologies
- Data Science & Analytics
- IoT
- AI & Machine Learning
- Drones
- Sharing Economy
Our sweet spot
What we look for.
- 01
Capital-efficient founders building for essential industries
- 02
Technology, data, automation or new models applied to deep customer pain
- 03
Clear revenue models
- 04
Capital-efficient paths to product-market fit
- 05
A practical advantage that can become a durable company
What we bring
From insight to business.
Validate
Pressure-test the wedge, identify design partners and find the first users who cannot live without it.
Build
Shape the product, team and technical resources needed to move from demo to deployed workflow.
Launch
Turn pilots into customers through positioning, enterprise access and deep vertical expertise.
Scale
Raise the next round, hire deliberately and build toward a durable company.