Monitoring
We track whether the thesis is playing out, whether the risks have changed, and whether a better use of capital has appeared.
Manage
Continuously evaluate thesis, risk, and opportunity.
Owning a position is a continuing decision. We revisit it as the facts change.
Exits
We sell when the thesis is complete, when it is broken, or when the capital is better used elsewhere.
Let's talk.
We welcome conversations with founders, investors, operators, and counterparties working on interesting opportunities.