The Thesis
Investment thesis and areas of investment focus
Last updated
Investment thesis and areas of investment focus
Last updated
Invest in startups that advance human, financial, or natural capital, at scale.
$15-20k cheques in $500k-$2m pre-seed/seed rounds addressing one or a mix of any of the following areas.
I'll be focussed on startups that are working on labour productivity tools, more equitable financial systems, as well as solutions that make decarbonisation a no-brainer.
Productivity: to augment and leverage human capabilities.
Fairness: to facilitate a more equitable and impactful financial system.
Sustainability: to make decarbonisation compelling and profitable.
Each component in the above table is the flip-side of a problem which if solved (even if partially in some small way), could result in significant financial and societal gains.
These problems are summarised in the following interactive tab.
Labour productivity growth has been in for a variety of reasons. Technology has a role to play in reversing this trend profitably, and with gains accruing to , too.
Tremendous challenges present tremendous opportunity to profitably unlock value while advancing society as a whole.
The rise in the mean global temperature due to CO2 emissions is an extinction-level threat. Sustainability, adaptation, and mitigation efforts are urgently required to avert disaster.
