Character-first leaders. Proven partners.

We keep our word, tell the truth, and treat you with respect. Our track record of operational leadership—from military service to building millions in revenue—ensures we’re ready to roll up our sleeves and get to work on day one.

Joel Malkin

Cofounder & Managing Partner

Chris Cottrell

Cofounder & Managing Partner

2025 Annual Letter

This is the first annual letter we have written, and we intend to write one every year for a very long time. Before you read further, you should know what these letters will be and what...