Unusual velocity
The distance covered with the time, money, and permission available.
Mispriced Ventures
GREAT FOUNDERS ARE MISPRICED, TOO.
The market rewards founders once the story becomes easy to understand. We care about the signals that show up before consensus.
01The same market error
THE OBVIOUS STORY IS ALREADY PRICED IN.
Great founders often look unusual before they look inevitable. Their market may seem too small. Their background may not fit the pattern. Their intensity can be mistaken for impracticality.
By the time every signal is legible, the asymmetry is gone. We want to understand the person and the insight while both are still easy to underestimate.
02What we notice early
Enduring obsession
The story of their career folds into one problem they would keep working on even when the applause disappears.
Recruiting gravity
Exceptional people choose to follow before status makes the choice easy.
Earned insight
A truth learned through direct experience—not borrowed from the market.
03The practice
OVER 100 COMPANIES BACKED.
Checks range from $5–25K personally to $100–250K through a syndicate of 1,000 LPs.
[Redacted]Limited partners — early employees, public company founders, GPs, and other angels
[Redacted]Deployed via syndication and co-syndication
100+Companies backed
Co-invested alongside top funds, founders, and angels[Redacted]
04Our edge
“It is given to human beings who work hard at it—who look and sift the world for a mispriced bet—that they can occasionally find one.”
— Charlie Munger
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BUILDING SOMETHING
OTHERS MISREAD?
Tell us the part the market has not understood yet.