I’m investing in Scale-Up and Startup companies. Here is my investment focus, selection schema and overall strategy:
TECH SPACE | Since I not only invest capital but also time, I’m only investing in tech and tech related companies where I can add value. My main focus includes: AI, Blockchain, Energy, FinTech, ICT, Platforms & Marketplaces, Robotics, Supply Chain, and society relevant,tech related spaces. I’m not interested in ad tech, defense tech, entertainment, fashion, games and similar technologies.
DREAM TEAMS | Brilliant and obsessed minds.
1) TEAMS | My first and foremost selecting criteria is about the founders team. Sorry, I will never invest in solopreneurs or teams with one dominant founder 50%+. I’m looking for fearless risk takers, creative, determined, curious open minds, independent, confident, connected communicative, involving and smart, matching the “10-most-relevant-founders-traits”. Founders that invested everything they have.
2) FOUNDATION | Having performed the basic steps to validate your business idea: “Starting a startup in 5 steps“. Caring about natural resources and long term consequences of their doing (sustainability).
3) GOING GLOBAL | I’m looking for teams who have a clear growth focus to bring their solution to global markets and take their company all the way to the top. Export is a key factor in all prosperity.
4) IPO | Taking a company to the top means getting to be a public company or similar schema. My key interest in an IPO is that the population of your country can participate in your future success, which contributes to prosperity. If you already have an exit strategy and looking to be purchased in the next few years, I have no interest at all.
ACCELERATOR GRADUATES ONLY | For the ‘startup asset class’ which represents some of the highest investment risks, I’m looking for a very long term investment (5-7 years). I’m investing only in teams who I worked with for about 3 month during our accelerator program, the San Francisco Accelerator. It’s the best due diligence and also the best way to get to know each other. During that program we get a feel for each other’s sense of urgency and execution speed, see how it feels under stress, and eventually getting to a point where we really want to work together for the next 7 to 10 years.
CO – INVESTING | I will always co-invest with others. In order to be able to maintain my investment strategy standard, I will only co-invest with like minded investors.