By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

We invest in consumer, internet, and AI businesses people build their lives around

NYC/LDN offices
· $3.8B assets under management
· 100+ portfolio companies
· 2019 founded
$3.8 billion in assets under management as of 12/31/2025.
01 / 06
Offline spend is still moving online.

Psychiatry, priced offline and outside your network→ salaried psychiatrists, covered and online

01 / 06
The best brands become habits.

A weekly treat you’d seek out→ a daily stop you don’t think about

01 / 06
Essential spend is largely unrewarded.

Your biggest fixed costs → your biggest source of rewards

01 / 06
Every practice is becoming a tech-enabled practice.

A diagnosis based on one dentist’s read → a second opinion on every X-ray

01 / 06
Category winners cross borders.

A DTC brand born online → a shelf staple across Europe

01 / 06
Foundational relationships create lasting loyalty.

Property taxes you accept as-is → property taxes fought and lowered, automatically

01 / 06
Digital first brands crossing over into the physical world.

A league born on stream → a fanbase that fills stadiums

01 / 06
Professional services are getting rebuilt around AI.

Hours of manual legal research → verified sources in seconds

←
→