There's a question we've both been asked a lot over the past year or two.
Not from strangers, but from people who know us. People who've watched us build, seen us exit, and heard us talk about what's next. The people that have seen our journeys unfold. The question is usually some version of: "So what’s next?"
Fair question. We've been intentional about staying quiet until we had something real to show for it.
Between the two of us, we have spent the better part of two decades inside high-growth companies. Starting from 0, scaling, navigating exits, PE investments, and billion dollar valuations.
We have sat in the rooms where the decisions that matter actually get made. We’ve learned hard lessons. We have seen what it costs a founder to build without the right operators in their corner. That cost is real. And it is mostly avoidable.
That is the gap Outperform Ventures was built to close.
Outperform Ventures is more than just a fund for us to deploy capital. It’s an operating partnership for the next generation of AI-native companies. We partner with proven entrepreneurs and serious builders to launch new companies and grow existing ones.
We are not a traditional fund that wires capital and waits. The pace of innovation is too fast for the traditional VC model, unless you are one of a handful of top-tier VCs in Silicon Valley, which few have access to.
We are not an accelerator that runs a cohort and moves on. We show up as partners with capital, strategic guidance, and hands-on execution support across marketing, sales, and go-to-market. All from a team that has done this work for real, in real companies, with real stakes.
We are writing this first letter to three different kinds of people, and we want to be honest about that.
Some of you have already exited at least once. You have liquidity, hard-earned pattern recognition, and a clear sense of what you'd do differently this time. You're not looking for someone to teach you how to build… you're looking for a partner who can match your pace, fill the gaps you know you have, and help you move faster than you could alone. That is exactly the conversation Outperform Ventures was built for.
Some of you haven't had the big exit yet but the domain expertise is deep, the instincts are sharp, and the conviction is serious. You've hit walls that had nothing to do with your idea and everything to do with infrastructure, capital, and access. We believe a founder's caliber matters more than their credentials. If you are building something worth backing, we want to be in the room.
And some of you are thinking about capital. Not just how to deploy it, but who deserves to be trusted with it. You’re asking: who do I actually trust to build alongside? We are not looking for passive capital. We are building a portfolio of companies with a repeatable model, and we want joint venture partners who want to be close to the work — not just waiting on a quarterly update.
We send this when we have something worth saying. Not to fill your inbox, but because we think it'll matter to you. Each issue will bring you real updates on what Outperform Ventures is building, wins that are worth sharing, and honest insight for founders and investors. The occasional hard lesson too. No filler.
Next month, we will introduce a company we have been building quietly. Something we believe solves a real problem in a market that is ready for it. We will share the full story then.
For now: if something in this letter resonated — if you recognized yourself in one of those three descriptions, or if someone came to mind who should be in this conversation, just reply. We read every response ourselves. No forms. No funnels. If this is the start of something, let it start there.
Grateful you're here,
Keith Brown + Rob Peabody
Founding Partners, Outperform Ventures