How we invest

If the founder is about to get kicked out

Our activist fund has what it takes.

01
Time

Dedicated experts that work full-time to deep-dive into cases and design solutions that hold up under pressure.

02
Money

We can deploy up to USD 5 million through direct investment and / or secondary purchases.

03
Expertise

Our experts are ex-founders with deep experience in shareholder conflicts and driving positive outcomes.

Sweet spot

After the valley of death, but before crazy growth.

Valley of deathOur sweet spotCrazy growth

Our criteria

What we look for.

  • 01Visionary founder still at the company
  • 02Past the valley of death
  • 03Pre crazy-growth inflection
  • 04Shareholder conflict threatening the founder
  • 05Clear path to value creation

We partner with investors

Not the enemy.

It may sound counter-intuitive — aren't investors the enemy here? We don't think so. For most investors, firing the founder is the last resort. Much of the original investment thesis was a bet on the founder.

The problem is that when the going gets tough, investors often don't have the time, expertise or mandate to solve it. We're a partner to them too — saving and maximizing the value of their portfolio.

When we exit

We transfer voting control back to the founder.