Though nearly a decade has passed since “software is eating the world”, the reality of most legacy industry operating models remains static and offline. The increasing commercial relevance of data and predictive analytics is driving a revolution in how businesses operate.
We know marketplaces. The proliferation of digital marketplaces is reducing search costs and catalyzing efficiency gains across sectors. As digital adoption accelerates, we see significant white space for continued marketplace ascension in the coming decade.
Similar to other high fixed cost legacy industries, much of healthcare services remains in need of advanced technology. We see patient services and shifting payor models as ripe areas.
We expect continued disruption of the finance function, including payments, embedded fintech tooling, products serving the CFO suite, and insurtech.
We believe Series “letters” have become less meaningful over time; however, we expect to invest from the typical Seed through Series B.
The most significant opportunities result from durable trends reshaping the largest industries. We look for evolutions measured in decades.
We look for resilient founders who are true domain experts that have a differentiated understanding of their industry, and will run through walls to make things happen.
30 minute first meeting with 1-2 Asymmetric team members.
Review key diligence documents shared with our team.
Follow-up meeting(s) to review diligence findings and key outstanding asks and meet the full Asymmetric investment team.
Asymmetric Investment Committee meets on demand to review opportunities and make a final decision.
We invest in early-stage companies disrupting large markets with attractive unit economics. Learn more here.
We have a transparent three step process to make the investment experience as smooth as possible for founders. We aim to give fast feedback and make efficient decisions.
We invest anywhere from $250k to $10M, depending on stage and whether we’re leading your round. With the co-invest power behind our LP base, we could flex up to $40M.