The Track Record
I invest in patterns, not pitches.
Here's what I saw.
🦄Unicorns🦄
Toss
Korea's Stripe • Fintech Leader
Invested
2019 (Series A)
Valuation Now
$8B+ Unicorn
Status
Active
“What I Saw”
Everyone said mobile payments were dead in Korea. I saw the opposite: they were just beginning. Toss had 10 people and a vision to simplify financial services. The team understood user friction better than anyone.
Key insight: When everyone zigs (payments are over), zag (payments are evolving).
Dunamu (Upbit)
Korea's #1 Crypto Exchange
Invested
2019 (Series B)
Valuation Now
$10B+ Unicorn
Status
Active
“What I Saw”
Same year, crypto was "too risky" for most VCs. I saw massive opportunity: Korea needed trusted infrastructure for crypto. Upbit had regulatory foresight and execution discipline.
Key insight: Infrastructure plays win when markets mature. Bet on the picks and shovels.
Active Investments
Current portfolio companies
Company A
AI infrastructure for healthcare
Company B
K-beauty + data platform
Company C
B2B SaaS for logistics
Company D
Fintech for SMBs
Company E
AI content generation
+ More
Additional portfolio companies
Some investments remain confidential until public announcement.
What I Look For
✓ I Invest In
- ✓Contrarian but sound bets
- ✓Operator-led teams
- ✓Korea-global arbitrage plays
- ✓Data infrastructure
- ✓K-beauty + tech convergence
✗ I Avoid
- ✗Consensus picks (too late)
- ✗Pure marketplace plays (crowded)
- ✗"Me too" businesses
- ✗First-time founders without domain expertise
- ✗Companies without clear unit economics path
Building Something?
If you're a founder with a contrarian bet, I want to hear it.