At Foundry we take a thematic approach to investing. While our overall investment domain is “Software and Internet,” we are focused on a set of broad, horizontal themes that guide our investment activity. We are currently investing in the following thematic areas; Adhesive, Distribution, Glue, Human Computer Interaction, Marketplace, and Protocol.
The software layer that “glues” machines together
New ways that humans work with and control machines
Protocols that support extensive software ecosystems
AdTech related companies that provide the glue for the AdTech ecosystem
New distribution methods that disrupt large, online markets
Exchanges that allow for the monetization of expiring assets (typically time or expertise)
For a more comprehensive view of how we think about themes, take a look at the post What Is “Thematic Investing?”