1
Operational Maturity: Legally incorporated in the United States with 3+ full-time employees and current on all tax/legal filings.
2
Proven Traction: Minimum $5,000 USD MRR with at least 10 paying customers (90-day minimum history) and a clear path to achieving revenue targets.
3
Product Viability: At least an MVP+ in production, meeting all modern privacy, security, and technical infrastructure standards.
4
Market Advantage: A defined competitive edge and a product that delivers a minimum 10x ROI to your clients.
5
Customer-Centricity: A documented customer retention plan and a commitment to high satisfaction, measured via a 90+ retention KPI and appropriate NPS or similar metrics.
6
Clean Financials: A simple, transparent cap table and a valuation that reflects realistic returns for angel-stage investors (30X in 6–8 years).
7
Values-Driven: A core commitment to social responsibility, ethical operations, and integrity-led growth.
8
Effective AI Application: Multiple examples of AI deployed for internal issues and as part of customer-facing products or applications.
9
Recruitment Skills: Ability to attract and retain quality employees and leaders.
10
Hard Core Execution: Clear understanding of the trade-offs for scaling a modern company.
1
Market Intelligence: A deep grasp of modern growth mechanics and a clearly articulated competitive moat.
2
Strategic Planning: Ability to produce monthly revenue, expense, and staffing plans finalized by October for the upcoming year, and go through two rounds of bottom-up and top-down evaluation.
3
Transparent Reporting: Consistent monthly delivery of select KPIs and financial performance to advisors. Published financial and KPI results quarterly to all investors.
4
Talent & Culture: A culture focused on employee professional development and retention, tracked via biannual eNPS.
5
Scalable Hiring: Structured recruiting and onboarding systems designed to integrate new talent efficiently.
6
Strategic Oversight: A board of advisors of at least three scale-up advisors meeting quarterly to provide high-level guidance.
7
Stakeholder Alignment: Annual virtual or in-person full-day summits to ensure transparency and shared vision across the entire organization.
Team Values
We back cohesive leadership teams that possess the technical grit and emotional intelligence required to scale.
Our ideal founding teams demonstrate:
05
Coachability
A collaborative spirit defined by the willingness to solicit feedback, leverage advisor expertise, and pivot based on strategic direction. The founders are willing to listen to advisors, take feedback, and follow direction.
06
Transparent
The CEO and founders have been fully transparent about their backgrounds, proactively disclosing all relevant information about any event or experience that would affect the ability of the individual or the company to compete effectively.