Strong network effects. We think that network effects built around people and / or data can provide a long-lasting competitive advantage and hence love to invest in entrepreneurs that think similarly. Network effects can be found in many categories, from marketplaces to ed-tech, loyalty, software and consumer internet.
Bottom-up distribution. Companies can be successful with different distribution models but we are most comfortable investing in startups that have figured out a bottom-up distribution model in which consumers or loyal ambassadors and not “hired boots on the ground” do (most of) the sales work.
Having run my own companies, we try to pass on as much of our operations knowledge to our entrepreneurs as possible.
Able to ask the right questions to inspire action, while offering great advice like a cofounder.
Understand that time is of the essence for entrepreneurs and recognize that your time is just as valuable as ours.
Having worked in the consumer internet space for almost 20 years, we are extremely resourceful with excellent contacts all across North America.