Our thesis: Capital > Co-build > Compound. We invest where we can change the slope, and engage where execution quality matters most.
We back operator-led companies at the inflection points that determine long-term outcomes, not simply the moments that produce the next funding round. We invest selectively, from seed through pre-IPO.
Capital is the entry ticket; what we bring after the wire clears (operating depth, in-residence partner time, access to network, and a whole lot of grind) is the actual investment.
Three pillars frame every relationship: Invest, with concentration and conviction. Build, hands-on, through the execution work that compounds. And hold the line on what Compound means, so momentum is never mistaken for progress.
"We will insist on measuring ourselves by whether our involvement changed the outcome, not whether we were present for it." OG Capital, Founding Memo
Selective capital for companies with the potential to define meaningful markets. We commit at seed through pre-IPO, with conviction rather than spray. Four to six new investments a year. No more.
Hands-on operating support across the work that begins even before we commit. We work across product, growth, finance, manufacturing, supply chain, technology, brand, capital strategy, governance, and much more.
Long-term alignment focused on durable enterprise value, not vanity rounds. Follow-on capital reserved for our highest-conviction names. The discipline to keep momentum from being mistaken for progress.
Six moments in a company's life where what gets done matters more than what gets funded. We work alongside founders on the ones most material to the next 18 months, not all six at once.
We are not opportunists. The companies we invest in tend to share four traits and where any of the four is missing, we either step back or wait for the round after.
This is what makes our portfolio short. It is also what makes it work.
Profit pools that compound, customer urgency that pre-dates OG, and a structural reason the category will be bigger in 10 years.
We back people who have run the work, not only pitched it. Operator-fluency in their own domain is the bar, not pedigree.
A clear first product, a clear first customer profile, and a real reason to choose this version of this company over the next one.
If our operating depth, network, or judgement cannot change a real decision in the next 18 months, we would just be in the way.
The number is a deliberate constraint. A small portfolio is what makes operating-led investing possible at all. Every additional company is two to three quarters of a partner's attention that another company does not get.
We do not run a standard process, the company in front of us determines the pace. What every founder can expect, regardless of how long it takes, is a direct answer.
Responsiveness, judgement, and a small portfolio so partner attention is real. The defaults below apply to every active investment.
The same defaults, in the opposite direction. We are not passengers on the cap table, and we do not behave like passengers.
Send us a few lines: what you are building, what you have done before, and where you think OG might matter. Founders hear back from us within ten business days.