Early-stage, long-term investors
We invest in people who change the way the world works.
Zoom
Doximity
Jeff started Doximity to help every physician be more productive and provide better care for their patients.
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Veeva
Bill.com
Gusto
Our Theses
Specialization drives success
We make a small number of investments each year in areas we believe will change how the world works.
AI Coaching Networks
Our prediction: Artificial intelligence is about to give humanity a fighting chance to win the race against automation.
Learn MoreDeskless Workforce
Our prediction: Deskless workforce applications are on the brink of radically transforming 80% of the global workforce.
Learn MoreIndustry Cloud
Our prediction: The era of horizontal software companies is over. Vertically-focused companies represent an emerging approach to building cloud companies: focus on an industry and go deep to build lasting customer loyalty.
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