Investor & acquirer
I invest the way I operate: hands on, close to the numbers, and only where I can actually help. To date I have done four angel deals. Every one passed the same filter I apply to my own companies. Verifiable numbers. Founders with skin in the game. A problem I have watched someone struggle with up close.
The clearest proof of the approach was not a check I wrote. It was a company I bought. Air Titans was an HVAC company doing about $500,000 a year when I acquired it. Two years later it was doing $4.5 million, backed by more than 2,800 customer reviews, and I sold it. Ten x in revenue in twenty four months, in one of the most boring industries in America. The playbook was nothing exotic. It was the same systems I write about on this site. Reviews as the growth engine. Offers built around the phone call the customer was already making. Marketing that leads with benefits instead of features. Processes written down so the business ran without the owner, which is the only reason it was sellable.
Today that same model runs through performance deals in the DTC space, including equity in OneSol, where the agency work and the ownership sit on the same side of the table. That is what I mean by operator capital. I have written elsewhere about why my money goes into my own ideas first. When I do invest in someone else, the deal has to survive three questions. Can I verify the numbers. Can I add real operating leverage. Does the founder lose sleep if this fails. Four deals have passed. Most do not.