A systematic process to identify paradigm shifts, invest in breakthrough technologies, and build category-defining companies—before consensus forms.
Three pillars connected by decision points. Each phase has clear owners, handoffs, and criteria.
Signal Aggregation
Prioritization
Deep Research
Sourcing & Diligence
Scale & Exit
Labs intelligence flows back to Research—technology validation, market signals, thesis confirmation, pattern refinement.
Should we invest in this sector/trend? The 7-signal methodology.
High establishment dismissal = contrarian opportunity.
Has the fundamental breakthrough occurred?
Regulatory environment favorable or hostile?
Does this match BTC, ETH, DeFi patterns?
How large is the addressable market?
Quality opportunities at reasonable valuations?
Is now the right moment to invest?
Should we invest in this specific company? What makes a good company—and can we help them succeed?
Principles alignment, domain expertise, execution track record, coachability.
Right skills for stage. Technical depth. Culture of excellence and urgency.
Clear differentiation, moat potential, right timing within the paradigm shift.
Genuine innovation. IP protection, architecture quality, scalability path.
Financial discipline, governance foundations, compliance awareness.
Rapid iteration, learning loops, intelligent course correction.
Labs gap assessment: Total investment cost = capital + support resources required.
Design, brand, talent, communications, BD, infrastructure—areas where Labs has proven capabilities.
How much Labs bandwidth is required? Light touch vs. heavy lift.
Will they use our help? Coachable founders who embrace support succeed.