Sectors
Where We Build.
Six sectors. Deep conviction. We invest where we have earned the right to have an opinion — through years of operating, advising, and building.
Sports & Entertainment
Professional sports ownership and investment is undergoing a structural shift. New capital is entering, valuations are rising, and the media rights ecosystem is being rebuilt in real time. We have deep relationships across leagues, ownership groups, and sports media — and a proprietary view of where value is being created.
Themes
- Professional sports ownership
- Sports media rights and IP
- Athlete-led ventures and brands
- Live events and experience
- Fan engagement and data
Media & Content
The attention economy has fundamentally restructured media. Distribution has moved to platforms, audiences have fragmented, and IP ownership has become the primary source of long-term value. We back companies building the content, infrastructure, and distribution models of the next decade.
Themes
- Digital media platforms
- Content IP and licensing
- Creator economy infrastructure
- Streaming and distribution
- Podcast, audio, and video networks
Consumer & Retail
The most durable consumer brands of the next generation will be built on direct relationships, community, and product conviction — not wholesale shelf space. We partner with founders who understand that brand is built over years, not quarters.
Themes
- Premium consumer brands
- DTC and omnichannel retail
- Health, wellness, and lifestyle
- Food and beverage
- Brand acquisition and repositioning
Technology
We focus on vertical software businesses serving industries where we have operating expertise — sports, media, and consumer. We are particularly interested in AI-enabled infrastructure that creates compounding workflow advantages in defensible categories.
Themes
- Vertical SaaS
- Fintech and payments infrastructure
- AI-enabled operations
- Data and analytics platforms
- Developer tools and APIs
Real Assets
Media campuses, hospitality assets, and entertainment districts sit at the intersection of real estate, culture, and experience. We see significant opportunity in acquiring and repositioning physical assets tied to high-value sports and entertainment franchises.
Themes
- Mixed-use entertainment districts
- Hospitality and premium experiences
- Media production infrastructure
- Sports franchise real estate
- Urban real estate repositioning
Creator & Influencer Economy
The creator economy has matured into a multi-hundred-billion-dollar industry reshaping how brands are built, audiences are reached, and content is monetized. We back founders and platforms building durable businesses at the intersection of culture, community, and commerce.
Themes
- Creator-led brands and media companies
- Influencer commerce and monetization
- Fan community platforms
- Social-first content networks
- Creator tools and infrastructure