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Investment Criteria
We seek category winners that combine quantitative fundamentals with qualitative differentiation.
Financial Criteria
Proven and Repeatable Revenue Model
EBITDA or Near-Term Path to Operating Income
Attractive and Growing Gross Margins
Accretive Uses of Capital
Profitable Unit Economics
High ROE
Qualitative Criteria
Large Addressable Market
Unique Technology and Competitive Moat
Scalable and Sustainable Growth Platform
Partnership
Approach
Experienced and Aspirational Management Team
Values Alignment
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