The biggest winners in venture capital are driven by outliers, which often result from a generational change in an idea or technology. Our strategy is to target companies leveraging these generational shifts.
Our approach stems from our background - we are, admittedly, younger than most investors. By leveraging that, our youth gives us the chance to challenge the conventional wisdom and accepted narratives on technology and markets. As Marc Andreessen once noted, “you would like to say that the person who knows the most about a domain is the person who should make the investment decision, but it may also be the case that the person who knows the most about the domain is the person who has the most scar tissue” from previous failures, and it’s often a new generation of investors who make the most successful bets. By diligently looking at opportunities through this lens we use our background as a comparative advantage.
We have strong connections with investors and entrepreneurs in the Bay Area and other regions in the country. We have co-invested with top tier firms in several of our deals.
Because of Lucas' involvement in...more Structural, we have been able to bring on additional investors who valued his insight, we've made several great hires due to his referrals, and we've become aware of strategic opportunities that he brought to our attention. If you have a chance to work with him, you won't be disappointed.