the pillars of rosc
The key concern of a fund is returning capital to investors, but returns are an output. It is impossible to build a superlative fund around an output. The best funds are constructed around the variables that create an output.
To generate superior returns, a fund needs advantage. To win, you need advantage. And advantage and organizational structure are changing. We built Rosc around our sources of advantage.
Pillar I
We Drive Network Meets Content

In the Era of Total Competition, risk and uncertainty dominate; venture is about risk and how not to get trapped in it. Never has the delta between the available information and the necessary information to make good decisions or take profitable actions been bigger. There’s an information gap in a world where your half-life is getting shorter and shorter, where everything is getting faster and faster, and where there is too much information—information, not intelligence.
Network meets content is at the heart of our approach to risk management. The world is about people and knowledge. Networks are becoming more and more important, and increasingly global. Networks create enormous amounts of capital appreciation. Content is asymmetric intelligence. Our network gives us that intelligence.
Rosc runs a human intelligence network and understands how to leverage technological protocols to sperate the signal from the noise. We can interrupt and integrate through sourcing, middleware, and the right integrative perspective.
Pillar II
We Own the Right to Win

In the Era of Total Competition, ecosystem is not a metaphor, but product of the interplay of a set of competitive and rapidly-changing structural dynamics. Rosc knows that if you want to find unicorns, if you want to generate above-average returns, you have to make ecosystem plays.
We don’t specialize in industries or technologies; we specialize in the dynamics of the Era of Total Competition. We watch and wait for the opportunities—the candidates for survival and the winners of the inevitable. We evolve our investment thesis and approach consistent with those dynamics and consistent with the flows.
Pillar III
We Commit to Trust and Accountability

In the Era of Total Competition, many traditional bases of trust have been undermined and venture is a risky, risky business where trusted relationships often prove illusive. We aim to build relationships of caring and trust in that very risky environment.
Rosc was born from three generations of family energies and from the investing venture practice of a single family office. We understand the common dissatisfiers of LPs—not least that many institutional VC managers are turning into risk-avoidant managers.
Therefore, we embrace stressful, high-intensity relationships. We don’t pretend that we’re dealing with risk and then avoid it. We take on risk and seek high returns with integrity.
Our relationships are our most treasured assets. We invest with our relationship partners. We understand that the combination of our ability to demonstrate that commitment such that we are trusted by our investment partners will, if harnessed, translate into relationship advantage.
Pillar IV
We have a Purpose

In the Era of Total Competition, there are positive and negative dynamics, upsides and downsides. Rosc is a venture capital fund, but a purposeful one. We invest in realities that inflect, tilt, arc, and nudge the positives of the ETC and we back ventures that mitigate the downsides.
The ETC is here and we are all living it. We back the inevitable by reinforcing the victories.
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