Founder
Unreasonable clarity
Founders who can explain the business in two sentences and defend it for two hours. Clarity compounds faster than capital.
Open to conversations · Barcelona
I put capital and conviction behind founders the market hasn't priced yet.
01 Sourcing
Three questions decide whether a company gets a second meeting. Everything else is detail.
Founder
Founders who can explain the business in two sentences and defend it for two hours. Clarity compounds faster than capital.
Market
Regulation shifting, behaviour shifting, cost curve breaking. I want a reason the answer is different this year than last.
Structure
Unit economics that hold when growth stops, and a cap table that still works two rounds from now.
02 Diligence
I have spent my career on both sides of the table — sourcing and underwriting deals, then reporting on them to the people whose money is at stake. It taught me to move quickly and write things down.
Today I invest, advise, and build. My bias is progress over perfection: a fast no is worth more to a founder than a slow maybe.
First call to decision inside seven days. Founders get an answer, not a process.
Model the case where nothing goes right. If that still works, the upside takes care of itself.
Off-list calls with people who worked for the founder, not with them.
One page. Thesis, risks, what would change my mind. Signed and dated.
03 Conviction
04 Ownership
Companies I have backed, advised, or helped build. Replace these tiles with your own — or delete the section entirely.
Company One
One line on what they do and why it mattered.
Company Two
One line on what they do and why it mattered.
Company Three
One line on what they do and why it mattered.
Company Four
One line on what they do and why it mattered.
Company Five
One line on what they do and why it mattered.
Your next one
Open slot. Pitch me.
Notes
Short pieces on the things I am underwriting in public.
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