I avoid investing in similar companies that could become direct competitors when they operate in the same global market, because internal competition dilutes returns.
I am open to backing the same idea in different countries when regulatory environments differ and limit cross‑border competition.
Fintech and health‑care are the primary sectors where regulation is highly country‑specific, so I look for parallel opportunities there.
I assess the regulatory landscape of each target market to determine if the business model can be exported.
I evaluate market pull for an idea in a given country; if strong, I consider a separate investment for another country with distinct regulation.
Founder interaction across countries is facilitated so they can share "what's worked" tactics, leveraging similar human behavior despite regulatory differences. my LinkedIn posts