MLB4 writes the first cheque into companies where the hard part is genuinely hard — and where the people doing it are early enough in their careers that nobody has told them it can't work.
We're not trying to have an opinion on every category. We have one thesis, and we run every conversation through it.
We look for companies whose advantage lives underneath the interface — in the physics, the biology, the model, the substrate. Things a competitor can't copy in a weekend because they'd have to solve the same problem first.
Distribution is a real advantage. It's just not the one we're underwriting.
Most of our pipeline is people within a few years of graduating. They've had less time to learn what's supposed to be impossible, they move at a pace incumbents can't match, and the first cheque means more to them than it ever will later.
We'd rather be early on a person than on-time on a market.
We're interested in companies that would not have been buildable three years ago — where intelligence sits in the execution layer, not in a banner on the pricing page.
The durable value is in the routing, the data, and the workflow underneath whichever model is fashionable this quarter.
First conversation to decision in days, not quarters. A no comes fast and with reasons.
We don't wait for a lead. If we believe it, we're in — often before the round exists.
Our mentor bench has actually built and scaled the thing you're about to attempt.
We're early and we know it. What you get is time, network and honesty — not board theatre.
What we're backing against the current thesis. Follow them directly — that's where the real updates are.
Founders, operators and researchers who take our calls. Every company we back gets introduced to the two or three who are actually useful to them.
Send the deck. No warm intro required — we read everything that comes through this form, and you'll hear back either way.