Want to work with us?
We would like to focus on capital efficient businesses with sustainable competitive advantages derived from strong branding or IP or network effects or high switching costs. A startup’s ability to create and capture value through “High quality unit economics” is also something we would pay attention to.
D2C / CPG/Consumer Tech –
Including offline consumer
SaaS / Enterprise Software
Fin Svcs / Fintech
– Focus on both platforms and “book builders”
B2B / Marketplaces
Shared economy, Healthtech, Edtech, Gaming
Our values and philosophy
Thiel Philosophy: Good idea ^ Bad Idea
Large Markets underserved by tech
Tech first approach with SW style GM%
5-10X better product experience
Founder Market Fit
Team > Market > Product > Idea
Founders with domain expertise solving experiential problem
Assess for moat through possible 5-10X better product experience
Tech First Approach and look for SW type gross margins