The GB Capital Thesis

We don't just bet on ideas. We bet on economics and obsession.

Investment Logic

Every deal must pass a binary filter. If it doesn't clearly offer one of these two outcomes, we walk away.

Option A: Sustainable Cashflow

We look for businesses that can bleed in the short term but breathe on their own in the long term."Profitability isn't a milestone; it's a survival trait."

  • High gross margins (>60%)
  • Recurring revenue models (SaaS, Subscriptions)
  • Unit economics that work before scale
Option B: Clear Exitability

If cashflow is delayed, the strategic value must be undeniable. Who buys this? Why do they need to buy this?"We build what giants are too slow to build themselves."

  • Strategic acquisition targets identified Day 1
  • Deep tech or proprietary data moats
  • Market consolidation plays (Roll-ups)
The Hard Truth

Our Non-Negotiables

We are not passive investors. We are active partners. If you want our capital, you must accept our standards.

1. No Part-Time Founders

"I have a day job" is a dealbreaker. If you haven't burned the boats, you aren't ready to take the island. We only back founders who are all-in, with everything to lose.

2. Radical Transparency

Bad news must travel faster than good news. If we find out about a problem from the market before we hear it from you, the trust is broken forever.

3. Speed as a Habit

Perfection is the enemy of profit. We demand rapid iteration. If you aren't embarrassed by your first release, you launched too late. Execution velocity is your only moat.

Founder Philosophy

Success isn't 9-to-5. It's 24/7. The "First 18 Months" rule is our litmus test for true founders.

We are aligned with Jack Ma, Elon Musk, and other successful entrepreneurs that nobody ever changed the world on 40 hours a week.

"I personally think that being able to work 996 is a huge blessing ... Let me ask everyone, if you don’t put out more time and energy than others, how can you achieve the success you want? ... Compared to them, up to this day, I still feel lucky, I don’t regret (working 12 hour days), I would never change this part of me."- Jack Ma
"Nobody ever changed the world on 40 hours a week."- Elon Musk

The "Eat, Live, Work, Sleep" Theory

In the first 18 months of a startup, there is no work-life balance. There is only work-life integration. Founders who separate their "life" from their "mission" in this critical phase usually fail.

Obsessive Focus

If you're thinking about your weekend plans, you're not thinking about survival. The market punishes distraction and rewards obsession.

This isn't about burnout. It's about immersion. Just like learning a language, you can't become fluent by practicing 1 hour a day. You have to live in the country. You have to live in the problem.

"So, whether you eat or drink, or whatever you do, do all to the glory of God."- I Corinthians 10:31

For us, this scripture is the ultimate productivity hack. It means everything matters. Every line of code, every email, every handshake. When you pour your spirit into your work, the outcome isn't just profit, it is excellence.

Resonate with this?

If you're ready to commit to the grind, we're ready to commit the capital.

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