What we do
We invest in, advise, and consult with early stage founders obsessed with putting customers first. The next decade of customer experiences will be powered by AI, but defined by those that make it human. As agents allow companies to scale personalization, the companies that will endure will be those that never forget who their customers are.
Principles
Customers, not users
Customers should not be defined by their User ID.
Qualitative, not quantitative
Customers will tell you what they want if you listen.
Retention, not reach
Customers feel good about spending their hard earned money if you're providing real value.
Delight, not dependency
Delight = Joy + Surprise. Customers who feel it will tell their friends, family, neighbors, and coworkers.
Who we're backing
Stealth
Since 2025investment
Launching soon
Clay
Since 2025investment
The Clay team is helping companies find and reach the right customers faster.
Troveo
Since 2025advisory
Marty and team are building for the future of generative video while helping creators get paid.
As AI commoditizes almost everything,
the only thing you can compete on is brand and
customer experience.