For Founders

An operator at the table, from the earliest stage.

We invest early and stay close. Where we focus, what we bring, and what happens after you write.

Where we focus
Stage
Pre-seed and seed. Often before there is a deck.
Markets
Consumer and financial technology.
Geography
The U.S. and China, and companies moving between the two.
Product
AI-native: possible only because of modern models.
Pace
A small number of companies at a time.
Horizon
Owned for a long time, not positioned for a quick exit.
What we bring

Capital, and the experience that usually arrives later.

Operating experience

Products from zero to launch, growth in a second market, and the operations in between.

A second market

Networks, capital, and channels on both sides of the Pacific.

Capital, early

First checks, on our own judgement, with a plain yes or no.

The same discipline

The four dimensions we use on our own ideas, open to founders who want a stress test.

After you write

Write to us with three things.

01

What you are building

A working product, however rough, is worth more than a deck.

02

Who has used it

Real people, in their words if you have them.

03

What you need next

Capital, a market, an operator, or a second opinion.

We read every note and reply within a week. If there is a fit, the next step is a conversation, not a process. If there is not, we say so. Write to [email protected].