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We’re excited to announce the opening of Activant Cape Town, an office dedicated to conducting deep research to further our thesis-driven approach.
For that, let’s back up.
Since our inception in 2015, Activant has been a thesis-driven firm focused on commerce infrastructure.
But what does “thesis-driven” really mean? For us, a thesis is a view about where the world is moving, what it will look like in 5-10 years, and what technology will be required – or produce – that shift. It is supported by a base of facts that form the foundation from which to make high-conviction investments.
Activant originated from the belief that the digitization of commerce was the greatest opportunity of the coming decades, and that we need to build a firm to invest behind it. Beginning in 2015 with e-commerce, we have come to view the value chain as consisting of: “make, move, sell, and consume.”
We use the thesis approach to invest up and down this value chain. Remaining grounded in a thesis helps us make high-conviction investments in founders who share our vision of where the world is going and are building the companies to pull the world into that future.
We develop a thesis organically and iteratively over the course of months or even years in five primary ways, in no particular order:
Today, we see this approach as more important than ever to help us find signal in an increasingly noisy world. We wanted to double down on this work and build a dedicated team for thesis research.
We decided to open an office in Cape Town because we found amazing people there - starting with Robert Lamprecht, who brings 25 years of investing experience to lead the team. He's supported by JJ Brink and Jono Vickery. We're excited to continue to expand the team and go deeper than ever in our core sectors.