Market & Strategy

We aim to understand the current conditions, headwinds and tailwinds facing a market.

In times of unprecedented change, opportunities and risks come not only in the size of the addressable market and the set of participants, but also in terms of regulatory pressures and the macro environment.

We look at the strategies and technologies that different participants take, and make calculated investments in what we see as the most likely outcomes.

Design

We value product design as a core technology strength or weakness. When the user experience matches customer expectations, the real magic happens.

Design advantage is a principle a reason consumers choose one product over another, and it’s a principle reason, the team at ProductFitter invests in one participant over another.

Technology

Software is getting deeper into the bones of most industries. The companies who can build the best software will win.

Furthermore, software evolves constantly. It is important to innately understand the latest software capabilities, not just in terms of the technology stacks available, but also the infrastructure and software partners.

Growth

We invest in public companies who we believe will grow at a rate of 20% over more annually over the coming 5 years.

We focus on startups who are cash flow positive, which is perhaps slightly contradictory to the above, but there you go.

In crypto, we believe winners are emerging, and we’re hodl’ing those! 🙂