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Notes from the firm.

Investment announcements, market views, company stories, and the occasional argument with ourselves.

GD1 Inaugural Late Summer Social & 2026 Bowling Competition
Ecosystem Events
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GD1 Inaugural Late Summer Social & 2026 Bowling Competition

GD1 hosted its inaugural Late Summer Social and Lawn Bowls Competition at the Auckland Bowling Club in Parnell, bringing together founders, operators, and investors from New Zealand's tech ecosystem.

27 March 2026
Between Two Worlds — Why "Web 2.5" Businesses Are the Future of the Space
Market Views
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Between Two Worlds — Why "Web 2.5" Businesses Are the Future of the Space

"Web 2.5" companies — hybrids that use blockchain as practical infrastructure rather than as a core identity — are dismissed by both traditional VCs and crypto-native investors, yet represent the most promising ventures in the space.

20 November 2024
Beyond the Hype: Building GD1's Crypto Fund from the Edge of the World
Market Views
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Beyond the Hype: Building GD1's Crypto Fund from the Edge of the World

How New Zealand's "Number 8 Wire Mentality," Islamic finance principles, and a rigorous Skeptic Test shape GD1 Crypto's global pre-seed and seed investment strategy.

20 November 2024
Demystifying Venture Capital: Reflections from My First Year
Market Views
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Demystifying Venture Capital: Reflections from My First Year

Nawaz Ahmed shares hard-won lessons from launching GD1's Web3 Fund 1, including pitching to over 250 potential LPs, navigating macro headwinds, and deploying capital across 11 global investments.

20 November 2024
GD1 Investment Notes — EarnOS (Web3 Fund 1)
Investment Notes
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GD1 Investment Notes — EarnOS (Web3 Fund 1)

EarnOS is transforming the $1T digital advertising landscape by realigning incentives toward guaranteed, results-based marketing — abstracting Web3 complexity for brands and users alike.

20 November 2024
The Skeptic Test
Market Views
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The Skeptic Test

A four-question framework for distinguishing genuine crypto innovation from speculative hype — asking whether a project creates real value independent of token price appreciation.

20 November 2024
Our Series A Expansion Investment in Alimetry — Revolutionising Gastroenterology Diagnostics
Investment Notes
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Our Series A Expansion Investment in Alimetry — Revolutionising Gastroenterology Diagnostics

GD1 led Alimetry's $30 million Series A Expansion Round, backing a wireless "ECG for the gut" device that provides non-invasive gastric diagnostics and has already gained reimbursement coverage across 40+ U.S. facilities.

25 October 2024
Reflections on the 2024 Aerospace Summit in Christchurch: Sustainability, Innovation, and Government Support
Ecosystem Events
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Reflections on the 2024 Aerospace Summit in Christchurch: Sustainability, Innovation, and Government Support

The 2024 Christchurch Aerospace Summit highlighted New Zealand's growing role in sustainable aerospace, with NASA targeting zero aviation emissions by 2050 and the government committing to a world-class regulatory framework by 2025.

1 October 2024
Understanding the Rollercoaster Ride
Market Views
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Understanding the Rollercoaster Ride

Simfuni co-founders Shaun Quincey and Damon O'Neill and GD1's John Kells share how mutual trust, integrity checks, and sustained weekly engagement define a healthy founder-investor relationship.

18 March 2024
Navigating Capital Planning: The 'Basics' for Startups
Market Views
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Navigating Capital Planning: The 'Basics' for Startups

GD1 Co-Managing Partner John Kells outlines the core financial planning documents, scenario modelling approaches, and SaaS benchmarks every startup needs to manage cash runway and raise capital at the right time.

13 December 2023
Market Views

Let's Get Personal. Buyer Persona Personal!

Building effective buyer personas starts with understanding the four roles in every buying committee — Economic Buyer, Technical Buyer, User, and Champion — and doing deep research rather than checkbox exercises.

5 October 2023
The Ideal…Ideal Customer Profile
Market Views
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The Ideal…Ideal Customer Profile

A strong Ideal Customer Profile is a narrow "bullseye" carved from your TAM — built by analysing your best customers, validating patterns with frontline teams, and using ICP research to power targeted messaging and account-based strategies.

19 April 2023
You Say ABM/X, I Say Account Based GTM!
Market Views
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You Say ABM/X, I Say Account Based GTM!

"Account Based GTM" — a coordinated, nine-step go-to-market approach focused on high-value accounts across multiple channels — is more accurate and actionable than the trendy ABM or ABX labels.

29 March 2023
CKOs: The Key to Unlocking Your Company's Potential
Market Views
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CKOs: The Key to Unlocking Your Company's Potential

Company Kick Offs (CKOs) are a high-leverage annual ritual for startups, delivering clarity of direction, cultural cohesion, team bonding, and recognition that keep fast-moving teams aligned and motivated.

16 March 2023
Market Views

Sales Development…You Say SDR, I Say BDR

SDR/BDR programs deliver predictable revenue and qualified pipeline when properly resourced, but must be embedded within an Account-Based GTM strategy to avoid territory exhaustion and brand damage from spray-and-pray outreach.

14 February 2023
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