Partner, Head of Investment Team at Craft Ventures
Check size: No personal check-size range is published. Craft invests from early-stage venture through growth, and Michael's disclosed financings span several stages; those total round sizes are not personal or standard check sizes.
Michael invests across venture and growth with a focus on cybersecurity, infrastructure, and AI applications. His operating framework prizes durable revenue, efficient growth, healthy unit economics, precise ideal-customer selection, strong retention, and repeatable go-to-market systems. His recent portfolio work concentrates on autonomous security, machine and agent identity, developer platforms, data infrastructure, and applied AI with clear production usage.
Bring cohort retention, gross and net dollar retention, CAC payback, burn multiple, sales-cycle and win-rate data segmented by customer profile, vertical, and geography. Show why the product is need-to-have, the operational system behind growth, security or infrastructure proof in production, and the plan to turn early pull into an efficient, repeatable venture- or growth-stage business.
Need-to-have products with measurable ROI, high gross and net retention, efficient customer acquisition, focused ideal-customer profiles, deep founder and customer insight, rapid but disciplined execution, strong bottoms-up adoption paired with enterprise readiness, and operators who can build repeatable systems around early momentum.
His operating writing warns against growth at all costs, broad unfocused customer targeting, high churn, weak unit economics, excess burn, slow corrective action, undisciplined hiring, and products that are merely nice to have. Investment signals also imply caution when AI or security claims lack production proof and buyer urgency.
Review churn, customer prioritization, sales productivity, marketing efficiency, pricing, headcount and organizational design, cash management, and execution cadence to extend runway and improve durable growth.
Compare verticals, segments, and geographies on growth, retention, win rate, sales-cycle length, gross margin, selling price, acquisition cost, and expansion, then focus resources on the strongest combinations.
Use retention, renewal behavior, budget resilience, measurable ROI, and customer reference strength to distinguish critical infrastructure from discretionary software.
Translate early demand into repeatable product, go-to-market, financial, hiring, and operating processes without losing the customer insight that created initial pull.
Assess autonomous coverage, false-positive reduction, time to remediation, identity scope, runtime evidence, customer deployment depth, cost replacement, and resistance to AI-enabled threats.
SaaS companies should protect runway and durable growth by reducing churn, tightening customer focus, improving unit economics, and executing decisive operational changes rather than pursuing growth at any cost.
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