We look for great entrepreneurs offering a compelling value proposition in a large market with a clear plan to build a profitable organization.
Great Entrepreneurs
First and foremost, we look for entrepreneurs who have the passion and ambition to create significant companies. Great companies are led by great people. We look for the drive, for the passion, the desire to change the world, and to achieve greatness.
… offering a compelling value proposition
We look for solutions that are simple to explain, and which offers an advantage versus existing alternatives. The problem addressed needs to be important, and the solution needs to be truly compelling.
… in a large market
We look for companies that are targeting markets of significant size which are ripe for transformation or can undergo significant growth. If the market cannot develop beyond US$1bn, it will probably be difficult to build a significant sustainable company.
… with a clear plan
We look for entrepreneurs who have a clear plan for achieving their objectives, people who are focused on reaching milestones, and who know the key levers of the business. A good idea leads nowhere if it is not backed by great execution. The road to greatness is a treacherous one with its ups and downs. The capacity of the management team to execute on its mission in good times and in bad times, and to adapt its plan quickly, is an important criteria of investment.
… to build a profitable organization
In terms of building value, we believe in doing it the old-fashioned way: by growing revenue and generating profits. We look for companies that can achieve profitability in a reasonable amount of time. A good business is one that generates high margins and therefore good profits.