Something pretty unique to us as a fund is we already know what we're looking for. We do these three months deep dives with our interns, and we are trying to identify white spaces before the market catches up. Five years ago, we knew that menopause was a huge opportunity.

So something I think pretty unique to us as a fund is we we already know what we're looking for.

28:38 / 29:12

So something I think pretty unique to us as a fund is we we already know what we're looking for. I haven't mentioned this yet, but we do invest very early. We like to be, you know, the first institutional check into the company. Like, we're real conviction investors. And what we do at Muse is for the sectors we invest in, we do these three months deep dives, like, with our, like, interns, and we are trying to identify, like, white spaces before the market catches up. So to give you an example, the way Midi happened, five years ago, we knew that menopause was a huge opportunity.

Why this clip

Reveals a specific, contrarian investment process - doing deep research to find white spaces before markets recognize them. The menopause example makes it concrete and memorable.

28:38 - 29:1234sBusiness Mechanics

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Rachel Springate

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What they said next

We came to the conclusion that there was still a gaping hole for some kind of 360 degree virtual clinic that only catered to women 40+. We made that thesis internally, and then we went to our network and found exactly what we were looking for.

29:13 - 40s · Business Mechanics

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