OUD CAPITAL
GROWTH
INVESTING PLATFORM
Long Term Focus. Current Impact.
INVESTMENT
THESIS
We believe we are in midst of generational disruption to global transportation, logistics and consumer-led end markets.
Electrification of transport modalities, AI / self-driving breakthroughs, supply chain redesign, urban reinvention and last-mile economy explosion are changing the way people and goods move around the world.
Media and entertainment landscape changes driven by ubiquity of mobile broadband penetration, and transition to cloud services and streaming subscription models.
In consumer-driven product and services end markets, the shift continues to online purchasing, telecommuting, tele-health, social networking and disruption to traditional financial services.
All of these changes open up opportunities for new entrants to disrupt the status-quo and build scale companies that better serve consumers by delivering innovative services and products without the burden of legacy costs.
WE BELIEVE COVID-19 IS ACCELERATING POSITIVE CHANGE
The COVID-19 pandemic has acted as a catalyst, pouring fuel on this fire, speeding up secular last-mile trends.
As consumers transition to a flexible home-centric environment, focused on work-from-home, telemedicine and online education - the logistical and communications ecosystem supporting these trends needs to quickly adapt.
The post COVID-19 era will create a decade of opportunities to build technology companies that solve problems associated with this transition, as well as enhance consumer experiences associated with them.
DIVERSIFIED SOURCING
STRATEGY
We utilize a top-down thematic approach to investing. We map key sectors, maintain a proactive stance with emerging winners and focus on preempting where appropriate.
Our deep, diversified and wide network of relationships with CEOs, angel investors, VCs, Board members and advisors, covering US, Europe, Asia and Middle East, was built over more than 20 years.
We have a unique network of Israeli technology executives - in US and abroad. There are approx. 100,000 Israelis living in Silicon Valley, 8,000 working in the technology industry, and we estimate several hundred with CEO-level experience who serve as unique sourcing network.
Our differentiated approach to structure and our embrace of creativity further differentiate our go-to-market. As with our investments in Cruise and Reef - we are driven to find differentiated structures that satisfy our investment criteria and isolate us from competitive dynamics
