Co-leads CVF with a data-driven underwriting approach; focuses on companies with proven product-market fit and measurable CAC-to-LTV economics.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Super Play, a gaming company in CVF portfolio, was acquired by Playtika for ~$2B, validating the fund's model.
Grammarly works with Customer Value Fund to finance sales and marketing spend.
Lemonade is a public company working with General Catalyst's Customer Value Fund for growth financing.