Khaled Helioui only invests when he has a real relationship with the founders, and his outlook is shaped by having stepped in as CEO of Bigpoint during a near-collapse and leading a four-year turnaround, which is why he sees fixing governance early as one of the most important lessons for a company's future. He was also among the earliest investors in Uber and Deliveroo, showing a long track record of spotting major companies before they became well known.