At Series B and later, we invest in businesses with real traction, from our own portfolio and from outside it. For companies we already back, we arrive with years of context on the team and the market. For new ones, we bring what more than 140 investments since 2018 have taught us about how consumer companies scale.

Scale is where most consumer companies stall: retention flattens and every new user costs more than the last. Games have fought both problems for decades, and that is the lens we bring to every growth investment.