The Science of Category Design

We initiated our research agenda to study the science and data of how categories are defined, developed and dominated.

We worked for more than 20 years as operators and coaches, and have interviewed hundreds of the technology industry’s brightest minds to understand the business discipline and strategy of category design and category timing.

We have invested heavily in building a database of every U.S. VC-backed tech company founded since 2000, through today.

We used advanced data science techniques to gain insights into valuation/market cap growth to better understand how and when category and company value is formed. And, through this work, we are delusional enough to think we have made some important new discoveries.