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In Q3, 2025, we launched the latest iteration of our website highlighting our team, plus a blog post outlining our expanded thesis: the AI-Powered 4D Economic Revolution.

The thesis frames the thematic focus of Fund II. It previews the direction we believe the global economy is headed: unpredictability, tariff uncertainty and macro- and micro-shifts that create the kind of volatility Nassim Nicholas Taleb describes as a ‘pond of Black Swans’ — sudden shocks like the newly imposed $100,000 H-1B visa fee that upends talent flows and accelerates demand for automation. We believe that the future of the economy will be punctuated by large swings in job vacancies and talent shortages in new and old-world jobs, precipitating a powerful drive to introduce tech advancement, automation and AI into all corners of the economy.

This site represents our fresh new look. It also houses our latest research, insights and case studies on how we're systematically helping bold founders win the battle for customers in AI.

Fund I proved our thesis: Our portfolio companies achieved profitability in months, grew revenue and secured enterprise customers — not through flashy tech, but by capturing valuable customer relationships. These companies didn’t win by luck; it was the result of precision and method. Fund II scales that method by formalizing what we call "Precision Capital" — helping portfolio companies leverage the right amount of capital to drive efficient growth.

What else is new? We reverse-engineered what worked into repeatable frameworks, like:

  • The SPEAR methodology — aligns spending with the metrics that matter most and accelerates the path to profitability; it helped one portfolio company 4x growth.
  • Our Revenue Lab and Spring Training — tests and optimizes GTM motions, driving results like 583% ARR growth.
  • Our GTM playbook — fuels hyperscaler partnerships and translates into tens of millions in sales opportunities and real revenue growth.

Better still, we build these systematic advantages into every investment.

Download our full 4D Economy Thesis to learn more.

Let us know what you think! There's a lot more good stuff to come.

——

Important Note: This blog post is for informational purposes only and represents the views of Growth Warrior Capital as of the date sent. Nothing herein constitutes investment advice or a recommendation to buy or sell any security.

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