Ventures

We invest in Fundamentals

Purpose

  • Fundamentals Focused

    We focus on early-stage companies (typically $1 to 10 million revenue) tackling big consumer and enterprise opportunities.  We look for strong operating fundamentals – attractive unit economics, capital-efficient growth, and pragmatic operating plans. 

  • Founder Oriented

    The world’s most iconic companies have been built and run by founders.  We prefer to partner with founders who run their companies with an ownership mentality – leaders with a compelling vision for the future and an equal eye on the bottom line. 

  • Uncommonly Patient

    We are known for our uncommonly patient approach to building companies.  We look for opportunities to deepen our ownership in high-performing companies over long periods of time, and can remain a shareholder for a quarter century or more.

  • Contrarian by Nature

    We don’t chase trends or hot sectors.  We work from first principles, evaluating each team, company and market on its independent merits.  We avoid overfunded areas and prefer companies taking idiosyncratic approaches to solving big problems.

  • Purpose Driven

    We are privileged to invest on behalf of dozens of institutional investors, most with charitable, educational or non-profit missions. Serving entrepreneurs is a calling for us, and we prefer investing in founders with an equally strong sense of purpose.

Portfolio

People

Ho Nam

Ho is a member of the Altos investment team. Before co-founding Altos in 1996, Ho worked in various sales and marketing roles at Silicon Graphics and Octel Communications. He began his venture career at Trinity Ventures, an early investor in both enterprise and consumer companies, including Starbucks Coffee. He began his professional career at Bain & Company in San Francisco. Ho received an MBA from Stanford University and a B.S. in Engineering with a minor in Philosophy, Politics and Economics from Harvey Mudd College.