Jay Po co-founded Stage 2 Capital to address a go-to-market skills gap he observed at Bessemer, structuring the fund around GTM execution with backing from hundreds of CROs, CMOs, and GTM leaders who provide operational expertise to portfolio companies. He champions a data-driven approach focused on Leading Indicators of Customer Success, pushing founders to identify in-product usage signals that prove customer value and expects teams to manage granular unit economics like cost per lead and CAC payback as core inputs to investment decisions.