My thesis
The best technology companies of the next decade will be built in markets where regulation, capital, and product all have to be solved at once. Founders in those markets need investors who understand all three, not just one. That’s where I invest — personal checks into early-stage teams where legal architecture, fundraising strategy, and commercial positioning are load-bearing from day one.
What I focus on
- Fintech — payments, lending, embedded finance, regulated consumer products.
- Legal technology — tools that actually change the unit economics of legal and compliance work, not just digitize a folder of forms.
- Data and AI infrastructure — the pipes and platforms serious AI products are built on.
- Regulation-moated consumer — consumer products where compliance complexity is an advantage rather than a tax.
Stage is usually pre-seed through Series A. I’ll go earlier when the founder and the conviction are both right.
How I work with founders
The check comes paired with time. In practice that looks like:
- Legal architecture. Corporate structure, share classes, regulatory licensing, cross-border setup — the boring stuff that wrecks rounds when it’s wrong.
- Fundraising strategy. Round sizing, investor targeting, term-sheet review, follow-on planning.
- Early commercial introductions. Operators, enterprise buyers, regulators, adjacent founders.
- Founder-to-founder candour. What someone who has built and exited a company tells you when no one else is in the room.
What I won’t do
- Show up as passive cap-table filler.
- Invest in industries where there’s no regulatory or legal-technology angle to bring.
- Sign or accept term sheets that punish the next round’s founders.