I back the founder before the market.

I write high-conviction checks to back forces of nature. Past investments include Figure.ai, beehiiv, Boardy, Lime, and Conduit.

My best wins and my worst misses came down to the same thing: whether the founder would accept failure. I back the person before the market.

AI has made software cheap to build, so I am also backing holdstead founders: multi-product operators who spot a trend early and sell into it fast, under one umbrella company.