Today is Refactor's 10th anniversary.

Why "Refactor"

The word comes from software. To refactor is to rebuild something from the inside without breaking what works. That's what I wanted the firm to back. Founders rebuilding industries we'd given up on. Chemicals, energy, manufacturing, biology. The physical world.

A Decade In

Four funds. 100+ companies. Six unicorns. One employee.

The Bet, Restated

Atoms matter. Execution matters. And the most important companies are still the hardest ones to build.

Onto the next decade.

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