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Early-stage, long-term investors

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

Zoom

Eric started Zoom to help people meet happy.

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Theses
Deskless WorkforceCollaboration
Doximity

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

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Theses
Deskless WorkforceIndustry Cloud
Veeva

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

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Thesis
Industry Cloud
BILL

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

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Gusto

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

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Our Conviction Areas

Specialization drives success

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

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Founders

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Our Thoughts