Our investment approach
At Zenith, we're always looking for ways to stay ahead of the curve when it comes to investing in emerging software categories. That's why we've developed a unique investment strategy that combines both top-down and bottom-up approaches, and includes stress-testing trends and systemic market scanning to identify promising markets and industries.
Zenith Future Scenarios
At Zenith, we believe that future scenarios are a powerful tool for evaluating and preparing for the longevity of trends, business ideas, concepts, and solutions. That's why we've developed Zenith Future Scenarios, a set of four challenging future market conditions that our portfolio company candidates may face by 2030. We use these scenarios to future-proof and stress test our market observations, helping us identify emerging software categories and business ideas that have the potential to endure no matter how the future looks.
Investing with Vision
Our investment scope is defined by future-proof characteristics that refer to trends, business ideas, concepts, and solutions that have been thoroughly tested through future scenarios and have demonstrated their potential to endure. We call these characteristics Zenith Characteristics, and we look for them in companies to filter in promising leads.
To support our investment strategy, we've developed two powerful tools: the second brain and thought pieces. The second brain is our ever-growing database of insights and knowledge that functions as a tool for tapping into collective intelligence. It helps us identify Zenith Characteristics by continuously updating itself with new content. Thought pieces, on the other hand, are insightful content that comes from our second brain. They provide us with fresh ideas, trends, and insights that we use to make informed investment decisions.
Staying Ahead of the Curve
Our investment strategy follows a three-step process. First, we identify a promising new and disruptive software category using our second brain and market observations. Then, we stress-test the category using our scenarios to ensure it has long-term potential. Finally, we name the category and define its characteristics to use as filter-in criteria to help guide us in our outbound search and filter inbound leads.
By using this combined top-down and bottom-up approach and scenario analysis, we aim to stay ahead of the curve and invest in software categories that have the potential to endure, no matter what the future holds.