Learn about various kinds of investor-related inquiries—including Calm Company Fund III, which is open to new investors.
Here is some information for various kinds of investor-related inquiries.
We published a lengthy thesis on our views of the macro environment, investing the Deployment Age of Software, the Peace Dividend of the SaaS Wars, Early Stage Value Investing, our unique take on portfolio construction and a ton more in our Calm Company Fund Thesis.
We created a new quarterly subscription model for investors to join us for a minimum of $15k per quarter (note: we can be flexible on this from time to time with preference given to underrepresented investors). New investors can subscribe at any time and join the fund at the next available quarter.
There’s a ton to read here so if you subscribe for more information via email we’ll send it to you a link to receive our Investor Essays series which breaks down our core ideas and strategies.