JSV

We are Anti-Hype. Hype is toxic. FOMO is an investor’s kryptonite. The relentless hype cycle drives irrational investment decisions. We value solid business fundamentals, happy customers, and real engagement. Opportunity is missed by most people because it is dressed in overalls and looks like work. - Thomas Edison We Know our Strike Zone. We make highly disciplined investment decisions in SaaS and marketplace companies based on experience. We invest when we have firm and authentic conviction in the team and business. One man with conviction will overwhelm a hundred who only have opinions. - Winston Churchill We're in it for the Long Run. We invest in companies with bold plans to transform industries and be standalone at scale. Building iconic companies takes time, we’re not in it for the quick flip. Difficulties are just things to overcome, after all. - Ernest Shackleton