Investment Thesis

Our thesis is the primary thing that guides our investment decision making. This shared set of beliefs provides a framework that allows us to operate with focus and purpose on work that has both high impact potential and attractive financial returns.

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Investment Thesis

We invest in markets of products and/or services demonstrating scalable impact in the tourism industry.

We believe that the nature of new technologies creates new opportunities for accelerating social impact through profitable and scalable platform-based business models. 

Productivity

Businesses using technology to improve their productivity and deliver better product/services at lower costs. 

Network Effects

Businesses with models where usage of the product/service by any user increases the product’s value for other users. 

Transaction Costs

Businesses reducing transaction costs by digitizing processes and removing market intermediaries.  

Impact Strategy

Businesses with clearly defined impact objectives and a strategy for tracking progress towards these goals. 

Investment Thesis

Product Markets

Product markets come in a variety of flavors, from luxury tour packages to asset sharing platforms for hoteliers. Key to product markets is an infrastructure that allows for the efficient aggregation of products, the dynamic pricing of goods and reputation systems for sellers that promote transparency and democratize exchange. 

Investment Thesis

Service Markets

Service markets also come in a variety of forms, from high touch physical labor to knowledge markets that can be transacted mostly or entirely digitally. Labor market platforms also require a scalable infrastructure for aggregation and exchange. They also can benefit when paired with capacity building, standardization and reputation systems. 

Related & Supporting Industries

Accomodation

Transportation

Restaurants

Attractions

Entertainment

Facilities

Guides/Agents

Suppliers

Business Models Attributes of Interest -

Our investments generally demonstrate one or more of the below attributes. 

Agile & Adaptive

Businesses employing technology to make decisions that better reflect market needs allowing for real-time adaptation to changes in the marketplace.

Asset Sharing

Businesses creating more value with existing resources by connecting spare capacity with excess demand enabling costs to be dispersed and assets to be used more effectively.

Closed-Loop

Businesses that reduce overall resource costs for companies by keeping products, components and materials at their highest utility value, reducing costs and risk exposure.

Collaborative

Businesses that improve collaboration with supply chain partners to help allocate risks more appropriately and reduce overall costs, creating greater value for the entire ecosystem.

Distribution Disruption

Businesses using new distribution channels to expand the geographic reach of their product/service, leading to competition and increased consumer value. 

Long Tail

Businesses selling a high variety of hard-to-find products/services to a specific market instead of only selling large volumes of a reduced number of popular items to a broad market. 

Market Network

Businesses that promote differentiated service providers by pairing the aggregation of markets with SaaS workflow tools to connect providers and consumers around longer-term projects. 

On-Demand

Businesses that fulfill consumer demand on the basis of immediate access to products and services and incorporate dynamic pricing based on the current demand for that product or service. 

Open Platform

Businesses that promote their product/service through an open API and the integration of ecosystem stakeholders under a model of transparency, promoting positive externalities.

Personalization

Businesses that use contextual elements and consumer preferences to offer products/services that are better tailored to their individual needs at a competitive price.

Unbundling

Businesses that leverage advancements in technology to decompose existing product offerings into narrower, more specialized and efficient component offerings. 

Usage-Based

Businesses that offer products/services that charge customers only when used, rather than having to buy something outright, increasing both access and demand.

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