Rachel Holt brings deep operator experience from leading Uber's launch in Washington D.C. without legal support or playbooks, navigating intense regulatory resistance that now shapes how she evaluates founders tackling complex, regulated industries like transportation and logistics. She helped architect Uber's distributed General Manager model across the U.S. and Canada—giving local leaders real P&L responsibility—well before it became a widely copied template, providing her with specific pattern recognition for go-to-market and organizational design in operationally heavy startups.

• A specific investment thesis centered on transforming foundational industries that have been historically underinvested in, such as manufacturing, logistics, and transportation. This includes a strong interest in modernizing critical supply chain infrastructure, evidenced by enthusiasm for a portfolio company adding a technology layer to freight rail operations.
• Valuing deep operational experience and the ability to scale complex real-world businesses, often drawing parallels between current investments and the early, high-growth days at Uber. This comes with a clear affinity for teams that demonstrate intense hustle and grit, frequently highlighting success stories from former colleagues who have gone on to found their own companies.
• Championing diversity and the breaking of professional glass ceilings, particularly for women in leadership positions across business and sports. This involves vocal support for initiatives that place underrepresented executives on private company boards and admiration for trailblazers like the first female General Manager in Major League Baseball history.
• Enthusiasm for companies that bridge the digital and physical worlds, often referred to as rebuilding the real world through technology. Examples of this interest range from startups building operating systems for electric vehicle infrastructure to those automating manufacturing processes for the space and defense sectors.