START: INCUBATION & RESTRUCTURING
START is our incubation and restructuring strategy where we partner with leading entrepreneurs and operators to build strong businesses. We typically enter at the ground floor and take a hands-on approach. We look at new ideas and restructuring through the same lens and make decisions primarily based on addressable market size and hustle of the team. We look for large markets with clear differentiation and distribution. On this thesis , we invest sweat equity first and some cash and will usually bring in outside capital.
Traction is our early stage investment strategy where invest at the point that distribution becomes clear, typically as product market fit is being found. Partnering with passionate teams in large addressable markets, we typically invest once there is validated distribution or in re-launch situations with new distribution. We actively help companies on product design and distribution strategies to scale.
These investments typically look like seed, seed+ or Series A investments and we typically enter as a co-investor with strategic angels or institutional capital in valued equity rounds.
Scale is our growth thesis. We invest at the point of sustainability where our capital provides the capital required to scale and create sustainability. We invest in companies where we can provide the capital to scale through both organic growth and consolidation. We typically add value here with our global business development network and our scalable marketing capabilities.
We also structure investments in deep value transformational opportunities.
These investments are inflection point driven vs. a traditional round and we look to be the primary capital partner from the point of Scale going forward combining preferred equity, secondary purchases and debt structures.
COSYN: CO-INVESTMENT PLATFORM
CoSyn is our co-investment syndication platform. T+S typically invests more in each opportunity than its captive funds allow and scales through CoSyn as our co-investment platform, investing alongside the T+S funds. CoSyn also provides our LPs with access to special situation opportunities.