INVESTMENT THESIS
We invest in North America, UK, EU-based marketplaces, SaaS, ML, fintech, proptech, digital health, logistics, mobility, industry 4.0, cybersecurity, developer tools, ecommerce, climatetech, biotech. B2B and B2C.Our team of builders specialize in helping founders get from 0 to 1 and will be your fractional COO for the long-run. We pride ourselves on product, design, fast execution, and being as hands-on as you need us to be while being low drama.
We're a sector-agnostic early-stage $350M fund founded by Garrett Camp (founder of Uber & StumbleUpon) with offices in SF, NYC, LA, and London. Our portfolio includes companies like Convoy, Current, Metabase, Eco, Fabric, Beacon, Statespace and Oliver Space. Our team of builders specialise in helping founders get from 0 to 1 and will be your fractional COO for the long-run. We pride ourselves on product, design, fast execution, and being as hands-on as you need us to be while being low drama.Typical ticket size is $1-2m and can range from $250k up to $4m.Particularly drawn to companies from the USA, UK, Scandinavia, Germany, France, Holland, Denmark, Switzerland, LatAm.Areas we love: marketplaces, SaaS, ML, fintech, proptech, digital health, logistics, mobility, industry 4.0, developer tools, ecommerce, climatetech, biotech. B2B and B2C.We invest early so metrics not as important but as with all, some revenue is a great sign of PMF and customer love. For seed, £100K+ dependent on the model and market.We love deeply technical founders, serial founders, or co-founding teams with strong chemistry/history and complementary skillsets.
