The Digital Native Economy

We believe businesses built for Digital Natives have an outsized growth advantage


The Digital Native Economy is powered by 140M Millennials and Gen Z between the ages of 10 and 40.  They’re the first generations to have a smart phone, pervasive high speed internet, and social media from a young age. 

Digital Natives grew up with a cell phone in their hand, and they do things differently than prior generations as a result. We’ve identified themes driven by these behavioral changes and use them to drive our investment strategy. 


Investment Themes