Andy Newcomb built his investing perspective through an unusual mix of experience—co-founding Relay Network, leading sales and corporate development for Citi's wealth management technology group, and working as a portfolio manager at Chartwell Investment Partners—and he even holds a patent from his Relay days for technology that lets people communicate electronically without knowing each other's contact information. His public writing and investments keep coming back to the idea that trust, not just information, is what makes software valuable, which shows up in his interest in companies that solve hidden operational pain points—like construction cash flow, nonprofit fundraising, or compliance—and in signed investment write-ups he's been publishing since at least 2017.