Every person at this fund is an active, practicing engineer. Not former engineers. Not ‘technical enough.’ Engineers who never stopped building. On our own software. On the products we believe in.
Most investors evaluate software from the outside. We evaluate it from the inside. We use the products. We build with them. We know what holds up in production and what doesn’t.
The gap between when you adopt something and when the market catches on is the entire edge. Usage precedes hype. The best tools show up in your workflow long before they show up in pitch decks. We invest at that moment.
The edge degrades the moment anyone stops building.
If you’re building beautifully crafted software, whether developer tools, infrastructure, SaaS, or something we haven’t seen yet, we’d like to hear about it.