Nik is one of my favourite founders of all time! I've personally witnessed him grow from a student with an idea into a force of nature with an exponentially growing business. His hustle, work ethic, and domain knowledge are second to none. Plus, he's pretty good at Smash Bros.
I partner with 1st and 2nd-time founders that have demonstrated a history of defiance and the ambition to redesign an established category to build a better future for humanity.
I invest based on the psychology and founder/market fit of the founders and the proxy value of the market(s) in which they will operate. When I decide to invest, I move fast with strong conviction with no need of validation from others. All my investments support the central theme to enhance human capability, so only back me if you believe in them.
I invest pre-YC, pre-YC demo day, and post YC demo day.
For all my investments, I act as founder confidante and psychological protector.
For the companies I syndicate, I am very active helping founders position their companies to become more valuable by honing pitches, unearthing proxy markets, defining initial product direction, designing culture, and creating phases to sequence growth where they can subsequently raise from established investors who seek less risk at higher valuations. As founders establish their companies, I introduce them to customers, partners, and new hires.
I am long-term focused. My portfolio is comprised of some of the most ambitious founders focusing on technology that I believe represents the future of humanity.
I seek: - founders who demonstrate grit and have ambitious visions - companies building products that redesign established categories - premium business models with high margins that generate free cash flow in the long-term - non-obvious strategies
I avoid: - founders who have never been through a crucible experience - companies building incremental workflow products in an established category - competitive business models that rely on fraction-of-a-fraction revenues - obvious strategies