Teams are at the core of every business´s success, which is why we value if they are multi-disciplinary, have strong track-record and possess developed technology skills.

Our thesis focuses on entry barriers which we believe can be created by strong robust technology or network effects enabled by traction. That´s why our analysis looks for a balance in both of them.

No business is business without generating revenue, so we evaluate how scalable the business model is, as well as its unit economics and its valuation.

The last considered factor includes the market size and relevance. Is it a blue ocean? Can it be turned into something global? How sexy is the market? a.k.a. how likely is a good/profitable exit?