Investment Thesis
We believe in backing exceptional founders early, staying patient, and supporting them through the inevitable ups and downs of building something meaningful.
What We Look For
Exceptional Founders
People who combine deep domain expertise with the resilience to navigate uncertainty. We look for founders who can attract talent, adapt to change, and maintain conviction when things get hard.
- •Clear thinking and communication
- •Track record of execution (not just ideas)
- •Coachable but opinionated
Large Market Opportunities
Markets that are big enough to matter, whether through size, growth rate, or transformative potential. We're drawn to opportunities where the category is being redefined.
- •Clear path to meaningful scale
- •Defensible competitive position over time
- •Timing aligned with market readiness
Stage Focus
We invest primarily at pre-seed and seed stages, when the highest leverage decisions are being made and when founders need partners who understand the journey ahead.
Geographic Lens
Based in Southeast Asia with a global portfolio. We have particular insight into emerging market dynamics while maintaining connections across major startup ecosystems.
What We Bring
Capital is table stakes. Here's what else we offer to the founders we back.
Operator Experience
Firsthand experience building and scaling companies across education, technology, and services. We understand the challenges founders face.
Network Access
Connections to other founders, investors, and potential customers across Southeast Asia and globally. Warm introductions when they matter.
Long-Term Partnership
Patient capital and consistent support. We don't disappear after writing the check or panic when things get tough.
What We Don't Do
Clarity on what we avoid helps founders know if we're the right fit.
- ×Late-stage investments — We focus on early-stage where we can be most helpful
- ×Hardware-heavy businesses — Our expertise is in software and services
- ×Highly regulated industries — Unless the founder has exceptional domain expertise
- ×Quick-flip opportunities — We're building for the long term
Building something?
If this resonates and you're building in our focus areas, we'd love to hear from you.