OUR INVESTING PHILOSOPHY

We back founders who have the courage to tackle the largest gaps.

We look for resilience within our founders to tough out the difficult times and we stay alongside them for it is a matter of when, not if.

We want to be the first institutional investors to teams.

We maintain a small concentrated portfolio of companies to be able to throw the entire weight of the company behind the founders.

We want our founders to thrive.

OUR THESIS

SEED STAGE

We have been working alongside founders at the idea and seed stages since 2011. We understand the challenges faced by founders at this early stage.

We chose to operate here for the outsized returns gained by backing good founders through what we feel is the toughest part of the journey - building the playbook.

SOUTHEAST ASIA

A rapidly digitalising region with a young population where 63% of the 670 million are under the age of 40. Southeast Asia has the fastest growing middle class in the world. Consumers are engaging with businesses through a multitude of digital channels.

We have been plugged into the regional ecosystem since 2015, speaking on panels at conferences, advising over 2000 founders and sharing our knowledge with our network of business owners.

SUSTAINABLE OUTCOMES

We evaluate potential investments on an impact framework criteria set close to the UN SGDs and accepted on the following impact classifications scale:

Avoids Harm —> Benefits People —> Contributes to Solutions

OUR ENGAGEMENT

Building Relationships

We take time to get to know the founders before we commit to a deal. In fact, we are happy to act as advisors to founders before they are ready to raise their seed rounds. We work together with founders on fair terms and valuation and lead the raise. We take into account founder ownership for future rounds and founder controls.

RESPECT AND SUPPORT

We respect the directions of our founders and trust in their abilities. We support where we can and where we are called upon. We put the entire weight of the firm behind our founders. Our founders consider us as their go-to advisors and sounding board. We're privileged to be invited to participate in operational discussions, interview key candidates, and celebrate occasions with the team.

OUR FUNDS