Category-defining marketplace and consumer technology companies backed at the seed stage.
We have partnered with founders building platforms that reshape the way consumers and businesses discover, connect, and transact.
Multimedia messaging platform that pioneered ephemeral content and augmented reality camera experiences for a new generation of mobile consumers. Snap redefined how people express themselves and communicate on mobile, creating a durable consumer platform with strong engagement metrics.
Consumer TechGlobal ride-sharing and on-demand delivery marketplace that transformed urban mobility and created the template for the modern gig economy. Uber's marketplace model — connecting drivers and riders in real time across hundreds of cities — represents one of the defining marketplace investments of the past decade.
MarketplaceCommunity-driven voice, video, and text communication platform serving millions of users across gaming, technology, creative, and professional communities. Discord has become the definitive destination for group communication, building an extraordinarily loyal and engaged user base.
Consumer TechReal-time social networking platform that serves as the global public conversation layer for news, politics, culture, and technology. Twitter's unique position as the platform where breaking news and public discourse unfold in real time gives it an irreplaceable role in the consumer internet ecosystem.
Consumer TechPioneer of the online consumer marketplace, eBay created the foundational template for how buyers and sellers transact online. As one of the earliest and most successful marketplaces in internet history, eBay represents a defining example of the durable value that marketplace network effects can create over decades.
MarketplaceOur investment criteria are centered on the qualities that distinguish category-defining marketplace and consumer businesses.
We look for businesses where value grows non-linearly with the addition of each new participant — creating defensibility that compounds over time.
We back companies targeting large, fragmented markets where the platform model creates significantly more value than existing alternatives.
We believe that in the earliest stages, team quality is the single most important variable. We back founders with a combination of domain expertise, product intuition, and the resilience to navigate uncertainty.
We invest at seed stage and are actively looking for exceptional founders in marketplace and consumer technology. If you are building something ambitious, we want to talk.
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