Research
We write the thesis before we write the cheque.
Every sector we invest in starts as an internal report: how the market works, where it is broken, and what would have to be true for a company to win. These are the ones we publish.
Thesis reports
Six sectors, read end to end.
From the desk
Shorter notes on trends and sub-sectors.
Between the long reports the team writes short internal notes. A selection is below; ask for any of them.
Ask for a noteBuilding in a sector we have written about?
We invest from pre-seed to Series B, and we read every pitch.