While we’re always open to opportunistic investments, we gravitate towards a thesis-investing approach. We find concentrating on key verticals and industries makes us better partners to entrepreneurs, especially in terms of domain expertise and a network of valuable contacts. We also tend to be a little obsessive when we see sectors that are ripe for disruption and full of opportunity. Today, we think valuable companies can be built in the areas of: fintech, marketplaces, digital health, the new enterprise, and more.