Our investment methodology:

I. FROC'ing

FROC refers to "Front Running Opportunity Cost". How much are you leaving on the table to pursue your vision? Others look obliquely at this signal. Our model places it front and center.

II. Glove Theory

AI elevates creative efficiency. Let's consider "glove" designs which were previously impractical.

III. Future-fwd

Legacy, "Portugese" VC seeks proof. This biases them to the most native, momentum-driven, linear theses. Instead, Skedule1 pattern-matches to Columbus.

IV. Future drama

YC has poisoned our thinking about founding teams and early stakeholders. They always blow up later. We seek alpha founders who confess faustian bargains, and plan to unwind them.

V. Overflow

Of course, the front line of attack is overflow from our incubator. We have lifetimes of stuff. Please steal our ideas.

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If you have something that fits this methodology, reach out.