What is the first company you invested in?
When I first met Ahmed and Jeff from Autocomplete, I was immediately struck by how they were applying the same B2B2C distribution principles I learned at Affirm but in a different domain — auto insurance. If you could make shopping for insurance as easy as a few clicks when buying a car at a dealership, most drivers could save money by switching providers. I have been blown away by the drive (no pun intended) of this team and their desire to offer better and more transparent options to consumers, which are values I deeply resonate with.
Do you have an investment ethos? Is there a portfolio company investment that exemplifies that ethos?
I am a product manager at heart. I want to know how a founder empathizes with their customers. How deeply do they understand the problem? What is their earned insight?
Nico, the co-founder and CEO of Catch, was a product manager I worked with at Affirm, and he learned first hand how existing payment and loyalty programs are missing the next generation online shopper. Catch is building a delightful consumers payments product with a network effect where merchant adoption benefits consumers and vice versa. Everyone wins using Catch (except the credit card companies), all driven by an empathetic and creative product.
