/1
Investment Philosophy
RueOne partners with entrepreneurs and best-in-class management teams to bring innovative products to market, drive growth, make strategic acquisitions, and increase asset value for their shareholders. We are focused on long term value creation, and as a result of our unique structure, we are not time-constrained around exits.
/2
Investment Parameters
We aim to make diversified investments across the risk-return spectrum. As such, we do not have any hard thresholds or targets for returns. Mainly, we are interested in companies that are able to leverage technology to create scalable businesses with attractive margins. A few guideposts in our review process can include the following:
Investment Range: $1MM-$20MM with the ability to scale larger with co-investments
Revenue: At least 1 paying customer
Achieved product market fit
Multiple identifiable levers for value creation
In limited instances, we may consider companies that do not fit these criteria but show other positive indicators of forward momentum.
/3
Investment Stage
We make investments ranging from seed stage venture capital to growth stage private equity. We do not take technology or product risks around proof of concept. However, we are well-positioned to help management teams with go-to-market strategies, scaling their business, and executing their vision. We prefer to invest in companies where our capital can be used to fuel revenue growth, drive efficiencies, and/or make strategic acquisitions.
/4
Sectors
Our current area of focus is technologies transforming finance, insurance and real estate. We pursue a multi-sector, bottoms-up approach with the benefit of highly specialized sector-specific investment and operational expertise.
Accounting / Budgeting Software
Alternative Data
Asset Management
Banking Technology / Open Banking (Bank Tech)
Blockchain Technology
Climate Change Data / Technologies
Commercial Lending
Consumer Lending
Credit Bureau
Credit / Debit Cards
Crowdfunding Platforms
Cryptocurrency
Customer Engagement / Experience Technology
Cyber Security
Enterprise Technologies
Embedded Finance
ESG Finance
Financial Exchanges
Fraud Detection
Funding Platform
Health and Wellness
Insurance - Agriculture
Insurance - Annuities
Insurance - Auto
Insurance - Casualty
Insurance - Commercial
Insurance - Cyber
Insurance - Dental
Insurance - Health
Insurance - Home / Property
Insurance - Life
Insurance - Pet
Insurance - Product
Insurance - Travel
InsurTech - Claims Processing
InsurTech - Data / Analytics
InsurTech - Distribution
InsurTech - Infrastructure / Backend / API
InsurTech - IoT / Telematics / Devices
InsurTech - Pricing / Underwriting
InsurTech - Reinsurance
Insurance Technology (InsurTech)
Leasing
Lending Technology (LendTech)
Metaverse
Micro Lending
Mobile Payment Technology
Mobility Technology
Mortgage Technology
Neobank
NFT / Tokens
OCR / Automated Workflow
Payment Technology (PayTech)
Personal Finance Technology (WealthTech)
Prediction Markets
Private Markets
Real Estate Technology (CREtech,, PropTech)
Regulatory Technology
Robo-Advisors
Trading Technology (TradeTech)
Transaction Processing
Wealth Management
/5
Management
We are excited about working with exceptionally-driven entrepreneurs and management teams that have a clear vision, and a well articulated thesis on what their companies are trying to achieve. Management teams with a strong track record of prior success is also favored. We also value a core team that brings diverse skillsets and integrity to the table.
We’re innovating the way our family office and institutional clients access private investments
