our approach

our investment focus and philosophies

Shapeshift

what we look for?

01. founder first

exceptional founders who harbor the passion to build great companies and are a magnet for talent

02. technology led

we invest primarily in technology businesses (B2B and B2C) with “venture pace” growth potential and high margins, recurring revenue, and sustainable competitive advantage

03. large market

we look for companies targeting large (or potentially) large addressable markets whose growth is guided by macro trends

04. our value add

we look for opportunities where we can significantly help with growth through our expertise, support resources, deep networks, and chemistry with the team

05. geographic focus

we invest in companies across the US, although spend a lot of our time near our home in the Rockies and other mid-continental and growing venture states

when we invest

We typically invest at the validation and growth stages of a company’s evolution, as a first or early institutional investor, and keep significant reserves for further follow on investment support.

We generally lead rounds, but are also happy to follow, and we enjoy syndicating with other high value-add and aligned investors.

In select cases, we also invest at the ideation and scaling phases. Even if your company may be too early for our investment, we really enjoy developing relationships with founders early and helping out however we can.

WHAT WE BELIEVE

the hardy pioneers of our hometown in the west, entrepreneurs of their day, lived their lives bounded by an unwritten creed that centered on fair play, loyalty, pride, and respect.

times may have changed and founders may look different, but we continue to be guided by these same values and beliefs

we hope these resonate with you

code of the west

  1. Live each day with courage
  2. Take pride in your work
  3. Always finish what you start
  4. Do what has to be done
  5. Be tough, but fair
  6. When you make a promise, keep it
  7. Ride for the brand
  8. Talk less and say more
  9. Remember that some things aren’t for sale
  10. Know where to draw the line

CONTACT US

interested in connecting with us?

GET STARTED

Red Canary