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Early-stage, long-term investors

We invest in people who change the way the world works.

Zoom
Eric
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Eric started Zoom to help people meet happy.

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Jeff started Doximity to help every physician be more productive and provide better care for their patients.

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Doximity
Jeff
Veeva
Peter
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Peter started Veeva to help the life science industry save lives.

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Rene started Bill.com to help small business owners pay their bills and get paid faster.

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Bill.com
Rene
Gusto
Josh

Josh started Gusto to make payroll, benefits, and HR delightful for small businesses.

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Our Theses

Specialization drives success

We make a small number of investments each year in areas we believe will change how the world works.

Coaching Networks / AI

Our prediction: Artificial intelligence is about to give humanity a fighting chance to win the race against automation.

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Deskless Workforce

Our prediction: Deskless workforce applications are on the brink of radically transforming 80% of the global workforce.

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Industry 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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