Fast, straight answers
We respond quickly and we're direct. If it's a no, it comes with the real reason — not a polite maybe.
Our Process
Conviction, earned through analysis.
We don't invest on narrative. Every company is evaluated against the same disciplined, data-driven framework — the science, the market, the team, and the math. Most don't clear the bar, and we say so plainly.
How we evaluate
Seven lenses, one honest verdict.
Every opportunity moves through the same sequence. The order is deliberate — the cheapest questions come first, and conviction has to survive each stage to reach the next.
Rapid screen
Days, not weeks. A short set of gating questions on team, market scale, differentiation, venture-scale economics, thesis fit, and asymmetric upside. Most opportunities resolve here — and we tell you why.
Weighted scorecard
We score every company across a weighted set of dimensions — team and execution, market, technology and product differentiation, business model, regulatory, traction, and timing — so conviction is measured, not felt. Every score carries a reason.
Scientific diligence
For therapeutics, diagnostics, and devices: foundational biology, target validity, specificity, and the honest downside. We pressure-test the science, not the story.
Competition & moat
We map competitive density and stress every source of defensibility — technology, data, regulatory, network, and execution — to judge whether the company wins in a crowded field, not just enters one.
Expected value
Probability-weighted outcome modeling grounded in sector base rates, not optimism. We ask what has to be true for the return to justify the risk — and whether the math is fundable.
Conviction test
Four questions, answered without flattery: what we know, what we don't, what we believe, and what we'd need to see. If we can't state the bet in a single sentence, it isn't ready.
Decision & terms
A clear yes, no, or not-yet — always with reasons — plus milestone-based checkpoints that govern follow-on capital. We commit with conviction, and we're honest when we pass.
What founders can expect
Rigorous, but respectful of your time.
Evidence over narrative
We follow the data and the science. Great storytelling won't carry a weak thesis — but strong evidence will move us fast.
Conviction, then partnership
When we commit, we commit early and lean in — capital, strategic guidance, and network from day one.
Ready for a rigorous read?
Put your company through it.
A concise, five-slide pitch is all it takes to start the process.
See how to pitch