Investment thesis
We back small companies that solve one specific, repeated problem, in markets we know.
Where we look
Many useful businesses are too small for large technology companies and too hands-on for most venture funds: moving a car by flatbed, selling a distinctive number plate, booking a bus seat across a border.
These problems come up every day, customers already pay to solve them, and the work is still done by phone and in cash. That is where we start.
Why a group, not one company
Running each of these as a standalone startup is expensive. Inside the group they share recruitment, technology and marketing through INSHARO, Exefai and Super Studios AI, so each company can stay small and still be well run.
And because the capital is spread across several companies, one slow company does not decide the outcome for the rest.
What we look for
- A specific customer and a transaction that repeats.
- Evidence that customers pay.
- A route to the first customers that does not depend on large ad budgets.
- Unit economics that can reach profit.
- A clear role for technology in doing the job better.
What we avoid
- Products without a defined customer.
- Growth that only lasts while it is subsidised.
- Businesses that need very large scale before they make money.