Partner at Northzone (Web3)
Check size: No personal standard check-size range is published. Northzone has disclosed leading or co-leading large company rounds, but those totals are not Sanjot's individual allocation range and should not be presented as one.
Sanjot leads Northzone's growth strategy. He looks for companies with proven product-market fit, repeatable go-to-market, viable unit economics, distinctive product IP, mission-critical customer value, global platform potential, ecosystem influence, and defensibility that compounds. His process favors differentiated research and relationships built over time rather than auction-driven consensus investing.
Bring growth evidence in a disciplined sequence: retention and customer love, repeatable acquisition, unit economics, mission criticality, product IP, and international platform potential. Explain the non-consensus insight and the research behind it. For AI, show why autonomy changes outcomes at enterprise scale; for fintech, show regulatory, liquidity, and infrastructure depth.
Category-defining products with hard-to-replicate IP, mission-critical use, demonstrated product-market fit, scalable go-to-market, sound unit economics, platform expansion, global ambition, and moats that strengthen with data, network effects, or ecosystem control.
His published framework explicitly disfavors growth-stage businesses without proven product-market fit, repeatable go-to-market, or viable economics. It also implies caution toward nice-to-have products, local point solutions without platform potential, shallow IP, non-compounding moats, and widely auctioned opportunities lacking a differentiated thesis.
Verify proven product-market fit, a repeatable and scalable go-to-market engine, and a viable business model with durable unit economics.
Score product IP, mission criticality, platform potential, ecosystem control, and enduring defensibility that compounds with scale.
Build conviction through differentiated primary research and a working relationship with management before a formal process compresses judgment.
Test whether AI owns an end-to-end outcome across real enterprise complexity, persistent context, controls, and integration—not merely a marginal productivity feature.
For payments infrastructure, evaluate settlement, FX, liquidity, compliance, treasury, pay-in/pay-out coverage, reliability, and enterprise integration as one system.
“We like to have a working relationship with management well before investment.”
— https://northzone.com/insights/the-art-of-growth-stage-investments-in-todays-market
Enterprise codebases require persistent context and multi-agent orchestration capable of executing complete projects, not merely copilots that accelerate individual lines of code.
Stablecoin rails can make cross-border money movement real-time and programmable when paired with enterprise-grade FX, liquidity, compliance, and pay-in/pay-out infrastructure.
Growth readiness requires product-market fit, repeatable go-to-market, and viable economics; true outliers add differentiated IP, mission criticality, platform potential, ecosystem control, and compounding defensibility.
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