Our Conviction

Technical founders see what others can’t.

They understand the power of a new technology inflection and have the insight to imagine a different future. But insight alone doesn’t build a company. The hardest part of the early years isn’t building the product — it’s everything that comes after.

Finding the right beachhead segment. Identifying the desperate customer and right design partners. Building a go-to-market from scratch. Navigating a process full of ambiguity and risk where every wrong turn burns time
and capital.

This is the product-market fit journey, and we are obsessed with it.

Our History

Nearly a decade before Unusual existed, the method was already being proven

Jyoti and John first met in 2007 when Jyoti was thinking of starting AppDynamics — a strong technologist with a dream of becoming an entrepreneur. John was an associate fresh out of business school.

From day one, they shared an obsession: how do you maximize the odds of taking a technical insight and turning it into an iconic, enduring business? They worked side by side — John as Jyoti’s first investor, Jyoti as the founder — and went through the process of finding product-market fit together.

AppDynamics became a category-defining company, acquired by Cisco for $3.7 billion. That journey forged a bond and a shared love for the PMF process that has only deepened since.

Today, Jyoti is one of just 16 people in history to build two companies that each surpassed $100M in revenue — AppDynamics and Harness. John has invested in over 30 startups that reached billion-dollar-plus outcomes and teaches the course on product-market fit at Stanford GSB.

In 2017, after nearly 10 years of working together, they decided to create a firm that put everything they had learned into a new kind of engagement model — one built to radically improve the odds for technical founders. Because the industry’s odds are terrible for founders. And they shouldn’t be.

That conviction shapes everything about how Unusual operates.

A Different Model

As the venture industry chased bigger funds, bigger portfolios, and more transactions, we went the other direction.

More focused. More specialized. More committed. The venture capital industry’s volume-based model doubles down on the investments that work and moves on from the rest. But what about the founders who could have made it — if only they had a partner willing to do the work alongside them?

That’s the question that led us to build Unusual.

Typical VC

  • High-volume portfolio — spray and pray
  • Part-time advising from a distance
  • Double down on winners
  • Occasional board meetings
  • Generalist approach to early stage
portfolio-31 portfolio-31

Our LPs are primarily non-profits — hospitals, foundations, and HBCUs — we call them forces for good.

Our team is small but mighty. Our track record speaks for itself. And we wouldn’t trade this for anything — a committed team, the hardest years, and the chance to help build something that supports the entrepreneurs who shape the world.

The early-stage playbook — from the team that wrote it

The early-stage journey is where we shine.
Discover how we empower our founders to succeed and get access to exclusive company-building resources.

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