Write early, write often, and let the winners run.
The portfolio is built on small, high-conviction cheques into founders solving real problems — concentrated in fintech, compliance and the unglamorous infrastructure that makes finance work, with a growing tilt toward applied AI.
Most cheques are seed and pre-seed, frequently alongside founders met through ComplyAdvantage and a decade in the financial-crime and fintech world. A handful return the whole book; many return nothing. That's the shape of the asset class — and the reason the standouts above matter so much.