Clarity Ventures, founded in 2011, is a principal investment firm in the classic sense: our investments are made entirely from the capital of the active investment partners.  All of the capital we deploy has been generated from our years of investing in successful companies.

Our investment style is a function of what motivates us and our beliefs as to how long-term value is created: 

• We identify extraordinarily well-managed, entrepreneurial public and private companies as they position themselves to establish dominant competitive positioning and essential roles in their operating ecosystems;

• Focus on the highest-quality companies with the greatest potential; 

• Invest meaningfully before their prospects have been fully appreciated, and at times when volatile market sentiment creates opportunity; and 

• Maintain a 5-10 year perspective towards their business evolution and our holding period. 

This approach has enabled a satisfying legacy of strong relationships with people who build excellent companies. 

We designed Clarity Ventures to implement this approach with maximum versatility and focus.  Without external limited partners and the associated client-focused agendas, we have no marketing or fundraising functions, style mandates, fund lifecycles, asset allocation requirements, investment committees, or potential for internally conflicting dynamics.  We are thus enabled to:

• Dedicate our time to finding motivated, talented managers and understanding the great businesses they create; 

• Have an unlimited opportunity set; 

• Maintain open-ended time horizons; 

• Focus our time and capital; 

• Act quickly and decisively; and 

• Be equally comfortable owning private and public companies - an IPO can as easily be the mid-point of our holding period as a beginning or ending. 

We recognize and admire that managers take on risk to build a company: in committing our own capital in support of their mission, we view ourselves as their partners.  It is not our style to attempt to exert unsolicited influence.  We value our dialogue with management, we appreciate opportunities to learn, and we are happy to offer our perspectives or support when asked.