Who we are

We are accredited investors who allocate our Family Office capital to equity market, alternatives, and semi-liquid assets, through direct investing, institutional, and third-party allocators. We are strategic investors with “feet on the street” and “skin in the game” who bring an ecosystem of Family Office investors and partners, and decades of experience building global businesses and restructuring balance sheets, to guide capital allocation, identify asymmetrical opportunities, and make thematic investments.

We are not Broker Dealers, we are not Registered Investment Advisors, and we don’t raise money. We advise capital formation for qualified opportunities, capital allocation to strategic investments, capital strategies for liquidity management, and syndication for capital-intensive commitments.

We are investors who seek qualified opportunities with enterprise, investor, and commercial value.  We are risk takers, but not reckless investors — we talk to many, but invest in few. We are willing to invest in untested markets. We believe in unicorns but also in capital allocation discipline. We are easy to engage, flexible to partner, hard to commit, obsessed with due diligence, and passionate about trust and relationships.

We are technologists with investor experience, investors with technology conviction, allocators with market sector knowledge, and market makers with allocation skills. We are engineers who understand the technology stack, market operators who distinguish signal from noise, investors who know the value of capital and complexity of investment decision.

We are management consultants who advised Board and C-level technology investment and purchase decision, and billion-dollar investment transactions. We are senior executives familiar with both giant corporations and startup entrepreneurial and investor culture. We know how to build companies, scale operations, productize innovation, and navigate in transforming markets.  

We invest first in people who demonstrate endurance and perseverance to win, and in Founders who can lead both in entrepreneurial culture and in publicly traded corporate structure.

We are Family Office investors who partner with others Family Offices investors who share our convictions and  preference for technology thematic and early stage investing.