AN0 Capital Seed-Stage Venture Capital
How We Invest

Investment Strategy

AN0 Capital deploys capital into seed-stage founders who aim to build listed companies. Here's how we think about investing, what we look for, and how the process works.

Philosophy

Why we invest

"I want to see landscapes I couldn't see on my own — through investing."
— Kunihisa Miyamoto, Founder & Managing Partner

AN0 Capital was born from the operating experience of its founder, Kunihisa Miyamoto — who built ネットマーケティング from zero to a TSE First Section listing and a ¥13.5 billion exit to Bain Capital. Our goal isn't just financial returns — it's to stand alongside founders building the next generation of listed companies, and to experience the journey with them.

Our investment style is "Hands-if" — always available when founders need us, without getting in the way. The founder should run the business freely. We step in when asked: capital strategy, IPO preparation, fundraising introductions, organizational challenges.

Stage Focus

Where we invest

Primarily seed stage, with selective investments at pre-seed and Series A.

Early

Pre-seed

Even before MVP. If you have conviction about the market and a clear thesis, we're willing to listen. This is where firms like ours must step in — because most VCs won't.

Primary Focus

Seed

Our sweet spot. You have early traction or a compelling prototype, and you're ready to raise your first meaningful round. This is where we write the majority of our checks.

Selective

Series A

We participate in Series A rounds when the company is a strong fit and we can co-invest alongside institutional VCs. Typically as a follow-on to an existing seed investment.

Capital Allocation

Ticket size & annual deployment

We deploy approximately ¥100M per year across 6 new investments plus follow-on capital for existing portfolio companies.

Tier 1
¥20M × 3 companies
More established startups likely to attract VC follow-on. Lower risk, proven traction.
Tier 2
¥5M × 3 companies
Rougher, higher risk/return. Where early-stage capital like ours must step in because VCs won't yet.
Follow-on
~¥25M reserved
Additional capital for existing portfolio companies showing strong progress.
Annual Total
~¥100M / year
Across 6 new companies + follow-on. Deployed from firm capital.
Sectors

Industries we focus on

Two primary thesis areas — Compound SaaS (B2B) and New-Market Platforms (B2C) — plus broad interest across IT/web verticals.

Compound SaaS (B2B) New-Market Platforms (B2C) AI DX Matching EC / D2C Fintech Entertainment Media Community Sharing Economy
Criteria

What we look for in a startup

Six core criteria we evaluate before making an investment decision.

01 · Market

Market size > ¥100B within 5 years

We invest in large markets. If the total addressable market won't exceed ¥100 billion within five years, the ceiling is too low for a unicorn outcome.

02 · Ambition

Unicorn candidate potential

We're looking for companies that could reach ¥100B+ valuation. This means aiming for IPO or a transformative outcome — not a modest lifestyle business.

03 · Economics

Deep resolution on unit economics

Even at seed, we want to see that you've thought deeply about LTV, CAC, payback period, and the path to profitability at scale.

04 · Position

Industry #1 potential

Can you become the dominant player in your category? We back founders who are building to win their market, not to survive in it.

05 · Go-to-Market

Sales capability (B2B) or marketing capability (B2C)

Great products don't sell themselves. For B2B, we evaluate your sales motion. For B2C, we look at user acquisition and growth strategy.

06 · Character

Founder integrity

Above all else — are you honest? Can we trust you? Investing is a long-term relationship, and character is the foundation of everything.

Founder Evaluation

What we look for in founders & teams

Beyond the business metrics, we evaluate the people behind the company.

In the CEO

Passion & enthusiasm

Does this founder burn with conviction about the problem they're solving?

High perspective (視座の高さ)

Can they see beyond today's challenges to the larger opportunity?

Ideas, vision & expertise

A unique insight into the market combined with deep domain knowledge.

Likability (可愛げ)

Can they attract talent, investors, and partners?

Teamwork & management ability

Can they build and lead a team? Can they scale beyond themselves?

In the Team

Pivot capability

Can the team recognize when something isn't working and adapt quickly?

Bias toward action

Speed of execution matters more than perfection at seed stage.

Execution ability & GRIT

The teams that win keep pushing through setbacks with relentless determination.

Team-first results philosophy

Can the team produce results collectively? A culture of shared accountability.

Transparency

Not a fit

We want to be upfront about what falls outside our investment scope.

Business Model

Pure outsourcing / consulting

Businesses built on selling time rather than building scalable products.

Scale

Region-limited small businesses

No path to national or global scale.

Market

Non-growth markets

Competing for share in a shrinking or stagnant market.

Intent

Short-term exit only

Not yet ready to engage in substantive discussions about the business.

Process

From first contact to investment

Form submission or direct contact

Submit your pitch through the website or reach out via Facebook Messenger. Include your company name, stage, and a brief description.

Initial screening

We review your submission against our investment criteria. We aim to respond within 2 weeks.

Meeting (60 minutes)

15 minutes for your pitch, 30 minutes of Q&A, 15 minutes for next steps.

Additional materials review

Financial projections, cap table, detailed market analysis, or customer data as relevant.

Investment decision

We make decisions relatively quickly. As a focused early-stage firm, it's our capital and our conviction.

Contract & funding

Terms agreed (typically J-KISS or preferred stock), agreement executed, funds wired.

Post-investment support

"Hands-if" begins. Capital strategy, VC introductions, IPO preparation, and more.

FAQ

Frequently asked questions

From what stage can we engage?
From pre-seed onwards — even before you have an MVP. Many of our best investments started as early-stage discussions before the product existed.
Can we submit with an incomplete pitch deck?
Absolutely. What matters is the thinking, not the formatting. We've invested in companies that pitched on a napkin.
How long until we receive a reply?
We aim to complete initial screening within 2 weeks.
Do you invest in regional or overseas startups?
Our primary focus is Japan-based IT/web startups, but we're open to discussing opportunities regardless of location.
Can AN0 Capital lead the round?
We typically don't lead rounds in the traditional sense. However, we can coordinate with VCs and other angels to help structure larger rounds. We're connected to 63 VCs and 20+ prominent angels.
Can you introduce us to VCs?
Yes — this is the #1 request from our portfolio companies. We actively bridge founders to the right investors for their stage and sector.

Ready to pitch?

If your startup fits the criteria above — a large market, unicorn ambition, strong unit economics thinking, and a founder with integrity — we want to hear from you.