For Investors

We operate on a pre-agreed fixed commission percentage of sales model. Your portfolio companies pay nothing upfront - we fund all the ad spend. When we generate sales, we earn a commission on that revenue. The commission rate is negotiated based on the company's margins, product category, and competitive landscape. Once agreed, this rate is fixed for the term of the partnership.

Each store is assigned an initial learning budget based on our risk assessment. This allows us to run campaigns, gather data, and determine whether we can profitably scale. During this phase, we're testing the waters - if campaigns perform well, we increase investment. This protects both parties: your portfolio company gets risk-free validation, and we ensure we can deliver ROI before deploying significant capital.

If campaigns don't hit our profitability targets, we have options. First, we may need to refactor the commission rate to find a break-even point that works for both parties - if the company accepts this adjustment, we can continue. In more challenging cases where we're unable to generate meaningful sales despite optimization efforts, we may need to pause investment. In all scenarios, we absorb the losses from underperforming campaigns - your portfolio companies never pay for ads that don't convert.

Complete transparency is fundamental to how we operate. Portfolio companies receive regular performance reports, clear visibility into campaign metrics, and honest communication about what's working and what isn't. If we need to adjust strategy, commission rates, or investment levels, we have those conversations openly and proactively. No surprises - we succeed together or we're upfront about challenges.

We evaluate several factors: product category viability on Google Shopping, historical conversion data, average order value, gross margins, website quality, and fulfillment capabilities. Companies selling physical products with healthy margins and a track record of converting traffic tend to be the best fit. We can typically provide a preliminary assessment within 48 hours of reviewing a portfolio company.

Yes, but we approach these differently. Early-stage companies with limited performance history receive smaller initial learning budgets. We use industry benchmarks and product category data to set expectations. If the early results are promising, we scale investment. This approach actually protects early-stage companies - they get to validate paid acquisition viability without risking precious capital.

The best candidates sell physical products online, have gross margins above 40%, ship within the United States, and have a functional ecommerce store on platforms like Shopify, BigCommerce, or similar. They should have products that photograph well and have search demand. Companies with average order values above $50 and existing organic traffic that converts tend to see the fastest results.

No. We never take equity. Our model is purely performance-based - we earn a commission on the sales we generate, nothing more. Your portfolio companies retain 100% of their equity, and your ownership stake remains completely undiluted. This is non-dilutive growth capital in the truest sense.