The Edge of Having Done It.

Most investors have never run a public company. Most operators have never managed a billion-dollar portfolio. We have done both.

At his hedge fund, David grew assets from $100M to over $1B from 2008 to 2011 — compounding capital through one of the most turbulent periods in modern market history. As a board member and then CEO of AudioEye, he engineered one of the more successful SaaS turnarounds in public markets: 41 straight quarters of revenue growth, gross margins scaled from 50% to 80%, and operating margins swung from negative 70% to nearly 30% — fueled by product innovation and a product-led growth model.

Sero Capital is the vehicle through which we invest across venture and public markets, bringing both the analytical rigor of institutional investing and the operational discipline and product instincts of a public company CEO. Early positions in Flock Safety, Anduril, and Restream have returned 10x to over 100x.