We back original thinkers.

Spotter was founded just before the Creator Economy became an investable thesis, but, by the time we seeded the business, we knew that YouTube was a much bigger economy than outsiders realized. Moreover, the creators in that ecosystem had turned their talent into true media companies. It was a new asset class, financing creators sitting on massive amounts of collateral value that was previously impossible to tap into. Spotter’s management team was native to the ecosystem and had been obsessed over the problem for a decade. Since our investment, Spotter has grown to 120 employees and has given $600 million to YouTube creators.

When we first met the QuickNode team, we were blown away by their speed of execution. We knew we wanted to make a bet on Web3, but it was hard to find a company with a business model that felt obvious, and right for the point in time in the industry's evolution. QuickNode very quickly became the answer. While doing diligence on the company, we realized QuickNode had a best-in-class product, a product vision that led to natural barriers to entry, and the conviction of its community; since our investment, QuickNode has grown its team more than 6x and its revenue and customer base more than 20x.

When we met Founder Michael Faye, our initial reaction was: "can the world really support another large remittance company?" The answer within two meetings was a resounding yes. Figuring out how to build our corridors in some of the most underserved communities in the world is not easy. It requires solving a million, small, unscalable problems one at a time. TapTap is a team that can actually figure out how to break into each market, scale, and move to the next one as quickly as they have. TapTap has been quietly building a formidable business, currently covering some 20 countries for receiving money including some of the poorest and/or least developed places in the world such as Bangladesh, Cameroon, DRC, Ethiopia, Kenya, Madagascar, Morocco, Nepal, Nigeria, Pakistan, Republic of the Congo, Sri Lanka, Vietnam, Côte d’Ivoire, Ghana, Guinea, Mali, Senegal and Zambia.

When Founder Raunak Nirmal was working at Amazon he watched as the Third Party Seller ecosystem developed into a core part of the company's playbook, expanding to $300B+ of GMV. Still in his twenties, Raunak left to build and grow his own Amazon Third Party seller from scratch before selling it. As we began developing our thesis on the space, Raunak became our sherpa. It's not that Raunak knew one small secret everyone else didn't; it's that he knew 1,000 small ones. Our view is that success in this space takes grit and living in the details. That's what Raunak does, and it's been the key to Acquco’s progress thus far.

While we had spent a lot of time working with Amazon Third Party Sellers, we also wanted to take a bet on the picks and shovels around them. Yoda Yee was introduced to us by Acquco Founder Raunak as "the smartest person he knew at Amazon" and we immediately understood why he thought so. Yoda quickly expanded out of just Amazon TPS to e-commerce broadly, and has bought and built tools that service hundreds of sellers across the world. In a world awash with cash, Yoda has scaled Threecolts on an incredibly small base of equity, and today is in control of his own destiny without sacrificing a breakneck pace of growth. Threecolts is the type of company we find ourselves learning from constantly.