How I work

Operating principles.

A few rules I keep coming back to, for the businesses I build and the founders I work with.

  1. 01

    Discovery before conviction

    10–15 customer conversations before I believe an idea. Real signal beats a good opinion every time.

  2. 02

    Discovery gets a deadline

    60 days to find the signal, then decide: build the case or shelf it. No perpetual exploration.

  3. 03

    Build enough to prove it's real

    A scrappy prototype that sells something not yet built beats a flawless deck. Make it, then test it.

  4. 04

    Sequence, don't parallelize

    One thing to steady state before the next. Focus is the scarce resource at the early stage.

  5. 05

    Structure protects what talent creates

    Get the entity and the equity right before the work begins, not after. The leverage is at the start.

  6. 06

    Builder first, investor second

    I back founders with capital and a crew, but I'm in the arena building too. The investing is a sidecar.